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Analog Century Management LP

CIK 1753384 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Analog Century Management LP reported 25 US-listed holdings worth $2.73 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Applied Materials Inc. (5.8%), Amphenol Corp. (5.2%) and Taiwan Semiconductor Manufacturing Company Limited (5.2%). Against the quarter before, it opened 5 positions, added to 2, trimmed 18 and sold out of 5.

Reported holdings$2.73B+30.4% on Q1 2026
Positions25as many as Q1 2026
The largest ten48.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
AMAT5.8%APH5.2%TSM5.2%MU5.0%NVDA5.0%ONTO4.6%AEIS4.5%ALAB4.5%SIMO4.4%ADI4.2%MTSI4.1%CIEN4.1%TTMI4.0%LITE4.0%11 more35.3%

The 14 largest of its 25 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.47 billion in 23 positions$1.47BQ3 24Q4 2024: $1.50 billion in 23 positions$1.50BQ4 24Q1 2025: $1.23 billion in 23 positions$1.23BQ1 25Q2 2025: $1.71 billion in 23 positions$1.71BQ2 25Q3 2025: $1.86 billion in 23 positions$1.86BQ3 25Q4 2025: $2.03 billion in 24 positions$2.03BQ4 25Q1 2026: $2.09 billion in 25 positions$2.09BQ1 26Q2 2026: $2.73 billion in 25 positions$2.73BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 5Added 2Trimmed 18Sold out 5
Opened: 5Added: 2Trimmed: 18Sold out: 5

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Onto Innovation Inc. ONTO$126.2 million
  2. Analog Devices Inc. ADI$114.2 million
  3. TTM Technologies Inc. TTMI$109.5 million
  4. Yandex N V NBIS$98.4 million
  5. Insight Enterprises Inc. NSIT$94.0 million

Added to 2

  1. Amphenol Corp. APH+28,938 shares · +4%
  2. Advanced Energy Industries Inc. AEIS+8,294 shares · +3%

Trimmed 18

  1. Astera Labs Inc. ALAB-250,682 shares · -50%
  2. STMicroelectronics N.V. STM-1.3 million shares · -56%
  3. Silicon Motion Technology Corporation SIMO-176,246 shares · -33%
  4. Hewlett Packard Enterprise Co. HPE-1.3 million shares · -36%
  5. Macom Technology Solutions Holdings, Inc. MTSI-140,053 shares · -32%
  6. Applied Materials Inc. AMAT-59,379 shares · -21%
  7. Motorola Solutions, Inc. MSI-85,394 shares · -38%
  8. Broadcom Inc. AVGO-93,545 shares · -26%

and 10 more in the table below

Sold out of 5

  1. Akamai Technologies Inc. AKAM$106.5 million last quarter
  2. Arm Holdings plc ARM$104.6 million last quarter
  3. Nokia Corporation NOK$84.4 million last quarter
  4. Littelfuse Inc. LFUS$52.3 million last quarter
  5. Sensata Technologies Holding plc ST$51.7 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Applied Materials Inc. AMAT219,615$158.8 million5.81%-59,379
Amphenol Corp. APH809,893$142.8 million5.23%+28,938
Taiwan Semiconductor Manufacturing Company Limited TSM296,487$141.6 million5.18%-6,398
Micron Technology Inc. MU119,129$137.5 million5.03%-24,881
NVIDIA Corp. NVDA677,694$135.6 million4.96%-72,431
Onto Innovation Inc. ONTO333,422$126.2 million4.62%new
Advanced Energy Industries Inc. AEIS332,945$124.1 million4.54%+8,294
Astera Labs Inc. ALAB253,619$122.5 million4.48%-250,682
Silicon Motion Technology Corporation SIMO362,502$120.8 million4.42%-176,246
Analog Devices Inc. ADI287,443$114.2 million4.18%new
Macom Technology Solutions Holdings, Inc. MTSI296,293$112.7 million4.13%-140,053
Ciena Corp. CIEN226,198$111.0 million4.06%-21,214
TTM Technologies Inc. TTMI585,401$109.5 million4.01%new
Lumentum Holdings Inc. LITE127,088$109.0 million3.99%-30,600
Viavi Solutions Inc. VIAV2,267,067$108.3 million3.96%-495,351
Hewlett Packard Enterprise Co. HPE2,342,236$105.7 million3.87%-1,292,931
Marvell Technology, Inc. MRVL349,599$104.1 million3.81%-31,856
Broadcom Inc. AVGO260,516$98.4 million3.60%-93,545
Yandex N V NBIS356,181$98.4 million3.60%new
Insight Enterprises Inc. NSIT771,966$94.0 million3.44%new
Tower Semiconductor Ltd TSEM359,758$93.8 million3.43%-103,264
STMicroelectronics N.V. STM1,030,699$77.2 million2.83%-1,303,306
Sandisk Corp. SNDK28,939$65.8 million2.41%-4,413
Fabrinet FN112,696$63.3 million2.32%-58,797
Motorola Solutions, Inc. MSI136,714$56.8 million2.08%-85,394
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.