Holdings
Analog Century Management LP
As of Jun 30, 2026, Analog Century Management LP reported 22 positions worth US$2.42B. Largest: Applied Materials, Inc., Amphenol Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 220K | US$159M | −59,379 | Jun 30, 2026 |
| Amphenol Corporation | 810K | US$143M | +28,938 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 296K | US$142M | −6,398 | Jun 30, 2026 |
| Micron Technology, Inc. | 119K | US$138M | −24,881 | Jun 30, 2026 |
| Nvidia Corporation | 678K | US$136M | −72,431 | Jun 30, 2026 |
| Onto Innovation Inc. | 333K | US$126M | new | Jun 30, 2026 |
| Advanced Energy Industries, Inc. | 333K | US$124M | +8,294 | Jun 30, 2026 |
| Astera Labs, Inc. | 254K | US$123M | −251K | Jun 30, 2026 |
| Analog Devices, Inc. | 287K | US$114M | new | Jun 30, 2026 |
| Macom Technology Solutions Holdings, Inc. | 296K | US$113M | −140K | Jun 30, 2026 |