Analog Century Management LP reported 25 holdings worth US$2.73B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Analog Century Management LP reported 25 holdings worth US$2.73B as of Jun 30, 2026. Largest: Applied Materials, Inc., Amphenol Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 25
- Value as reported
- US$2.73B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Applied Materials, Inc. | 220K | US$159M | 5.8% |
| Amphenol Corporation | 810K | US$143M | 5.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 296K | US$142M | 5.2% |
| Micron Technology, Inc. | 119K | US$138M | 5.0% |
| Nvidia Corporation | 678K | US$136M | 5.0% |
| Onto Innovation Inc. | 333K | US$126M | 4.6% |
| Advanced Energy Industries, Inc. | 333K | US$124M | 4.5% |
| Astera Labs, Inc. | 254K | US$123M | 4.5% |
| Analog Devices, Inc. | 287K | US$114M | 4.2% |
| Macom Technology Solutions Holdings, Inc. | 296K | US$113M | 4.1% |
| Ciena Corporation | 226K | US$111M | 4.1% |
| Ttm Technologies, Inc. | 585K | US$109M | 4.0% |
| Lumentum Holdings Inc. | 127K | US$109M | 4.0% |
| Viavi Solutions Inc. | 2.27M | US$108M | 4.0% |
| Hewlett Packard Enterprise Company | 2.34M | US$106M | 3.9% |
| Marvell Technology, Inc. | 350K | US$104M | 3.8% |
| Broadcom Inc. | 261K | US$98.4M | 3.6% |
| Insight Enterprises, Inc. | 772K | US$94M | 3.4% |
| Stmicroelectronics Nv | 1.03M | US$77.2M | 2.8% |
| Sandisk Corporation | 28,939 | US$65.8M | 2.4% |
| Fabrinet | 113K | US$63.3M | 2.3% |
| Motorola Solutions, Inc. | 137K | US$56.8M | 2.1% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Littelfuse, Inc. | 0 | US$0 | 0.00% |
| Nokia Oyj | 0 | US$0 | 0.00% |