Filed: 2/14/2025ACC: 0001420506-25-000491
📋 What this filing means
ANALOG CENTURY MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $1.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.50B
Total AUM (reported)
15.26M
Total Shares
Allocation by class
COM$868.41M58.1%
COM NEW$171.78M11.5%
SHS$106.71M7.1%
SPONSORED ADS$100.10M6.7%
CL A$90.70M6.1%
COM SHS$66.57M4.5%
ORDINARY SHARES$50.30M3.4%
Portfolio Concentration
Top 3$302.03M20.2%
4–10$528.81M35.4%
11–25$664.60M44.4%
Top 3 weight
20.2%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 15.26M
Sole
Full voting authority
15.26M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
NVIDIA CORPORATION
SOLEShares783K
TypeSH
Market value$105.15M
7.03%
Sole
783K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares506.86K
TypeSH
Market value$100.10M
6.69%
Sole
506.86K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares417.43K
TypeSH
Market value$96.78M
6.47%
Sole
417.43K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.31M
TypeSH
Market value$90.70M
6.07%
Sole
1.31M
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares735.57K
TypeSH
Market value$81.24M
5.43%
Sole
735.57K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares164.81K
TypeSH
Market value$79.99M
5.35%
Sole
164.81K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares1.12M
TypeSH
Market value$70.40M
4.71%
Sole
1.12M
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares530.56K
TypeSH
Market value$70.27M
4.70%
Sole
530.56K
Shared
0.00
None
0.00
FABRINET
SOLEShares316.66K
TypeSH
Market value$69.63M
4.66%
Sole
316.66K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares602.30K
TypeSH
Market value$66.57M
4.45%
Sole
602.30K
Shared
0.00
None
0.00
KLA CORP
SOLEShares103.02K
TypeSH
Market value$64.91M
4.34%
Sole
103.02K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares462.36K
TypeSH
Market value$60.07M
4.02%
Sole
462.36K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares364.80K
TypeSH
Market value$59.33M
3.97%
Sole
364.80K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares96.36K
TypeSH
Market value$57.27M
3.83%
Sole
96.36K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares446.85K
TypeSH
Market value$53.97M
3.61%
Sole
446.85K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares632.80K
TypeSH
Market value$53.67M
3.59%
Sole
632.80K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares115.09K
TypeSH
Market value$53.20M
3.56%
Sole
115.09K
Shared
0.00
None
0.00
GLOBALFOUNDRIES INC
SOLEShares1.17M
TypeSH
Market value$50.30M
3.36%
Sole
1.17M
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares411.61K
TypeSH
Market value$46.56M
3.11%
Sole
411.61K
Shared
0.00
None
0.00
ALLEGRO MICROSYSTEMS INC
SOLEShares2M
TypeSH
Market value$43.75M
2.93%
Sole
2M
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares825.29K
TypeSH
Market value$43.62M
2.92%
Sole
825.29K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares793.44K
TypeSH
Market value$40.87M
2.73%
Sole
793.44K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares1.35M
TypeSH
Market value$37.08M
2.48%
Sole
1.35M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 783K | SH | $105.15M 7.03% | 783K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 506.86K | SH | $100.10M 6.69% | 506.86K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 417.43K | SH | $96.78M 6.47% | 417.43K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.31M | SH | $90.70M 6.07% | 1.31M | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 735.57K | SH | $81.24M 5.43% | 735.57K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 164.81K | SH | $79.99M 5.35% | 164.81K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 1.12M | SH | $70.40M 4.71% | 1.12M | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 530.56K | SH | $70.27M 4.70% | 530.56K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 316.66K | SH | $69.63M 4.66% | 316.66K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 602.30K | SH | $66.57M 4.45% | 602.30K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 103.02K | SH | $64.91M 4.34% | 103.02K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 462.36K | SH | $60.07M 4.02% | 462.36K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 364.80K | SH | $59.33M 3.97% | 364.80K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 96.36K | SH | $57.27M 3.83% | 96.36K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 446.85K | SH | $53.97M 3.61% | 446.85K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 632.80K | SH | $53.67M 3.59% | 632.80K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 115.09K | SH | $53.20M 3.56% | 115.09K | 0.00 | 0.00 |
GLOBALFOUNDRIES INCSOLE | ORDINARY SHARES | 1.17M | SH | $50.30M 3.36% | 1.17M | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 411.61K | SH | $46.56M 3.11% | 411.61K | 0.00 | 0.00 |
ALLEGRO MICROSYSTEMS INCSOLE | COM | 2M | SH | $43.75M 2.93% | 2M | 0.00 | 0.00 |
RAMBUS INC DELSOLE | COM | 825.29K | SH | $43.62M 2.92% | 825.29K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 793.44K | SH | $40.87M 2.73% | 793.44K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 1.35M | SH | $37.08M 2.48% | 1.35M | 0.00 | 0.00 |