Filed: 5/15/2025ACC: 0001420506-25-001171
📋 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 $1.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.23B
Total AUM (reported)
17.05M
Total Shares
Allocation by class
COM$763.12M61.8%
COM NEW$146.39M11.9%
SHS$96.52M7.8%
SPONSORED ADS$87.89M7.1%
CL A$77.20M6.3%
NY REGISTRY$34.91M2.8%
SHS NEW$28.18M2.3%
Portfolio Concentration
Top 3$252.99M20.5%
4–10$451.53M36.6%
11–25$529.69M42.9%
Top 3 weight
20.5%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 17.05M
Sole
Full voting authority
17.05M
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
SOLEShares811.02K
TypeSH
Market value$87.90M
7.12%
Sole
811.02K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares529.46K
TypeSH
Market value$87.89M
7.12%
Sole
529.46K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.18M
TypeSH
Market value$77.20M
6.26%
Sole
1.18M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares451.04K
TypeSH
Market value$75.52M
6.12%
Sole
451.04K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares156.84K
TypeSH
Market value$67.26M
5.45%
Sole
156.84K
Shared
0.00
None
0.00
FABRINET
SOLEShares328.73K
TypeSH
Market value$64.93M
5.26%
Sole
328.73K
Shared
0.00
None
0.00
KLA CORP
SOLEShares93.06K
TypeSH
Market value$63.26M
5.13%
Sole
93.06K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares605.46K
TypeSH
Market value$62.21M
5.04%
Sole
605.46K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares968.04K
TypeSH
Market value$60.35M
4.89%
Sole
968.04K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares577.89K
TypeSH
Market value$58.01M
4.70%
Sole
577.89K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares107.99K
TypeSH
Market value$56.80M
4.60%
Sole
107.99K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares841.31K
TypeSH
Market value$50.84M
4.12%
Sole
841.31K
Shared
0.00
None
0.00
ALLEGRO MICROSYSTEMS INC
SOLEShares1.93M
TypeSH
Market value$48.56M
3.93%
Sole
1.93M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares326.38K
TypeSH
Market value$47.36M
3.84%
Sole
326.38K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares1.14M
TypeSH
Market value$46.21M
3.74%
Sole
1.14M
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares707.13K
TypeSH
Market value$42.19M
3.42%
Sole
707.13K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares656.96K
TypeSH
Market value$40.45M
3.28%
Sole
656.96K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares680.11K
TypeSH
Market value$35.21M
2.85%
Sole
680.11K
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares338.02K
TypeSH
Market value$35.10M
2.84%
Sole
338.02K
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares1.59M
TypeSH
Market value$34.91M
2.83%
Sole
1.59M
Shared
0.00
None
0.00
SUPER MICRO COMPUTER INC
SOLEShares942.87K
TypeSH
Market value$32.28M
2.62%
Sole
942.87K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares1.30M
TypeSH
Market value$31.59M
2.56%
Sole
1.30M
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares790.28K
TypeSH
Market value$28.18M
2.28%
Sole
790.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 811.02K | SH | $87.90M 7.12% | 811.02K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 529.46K | SH | $87.89M 7.12% | 529.46K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.18M | SH | $77.20M 6.26% | 1.18M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 451.04K | SH | $75.52M 6.12% | 451.04K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 156.84K | SH | $67.26M 5.45% | 156.84K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 328.73K | SH | $64.93M 5.26% | 328.73K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 93.06K | SH | $63.26M 5.13% | 93.06K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 605.46K | SH | $62.21M 5.04% | 605.46K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 968.04K | SH | $60.35M 4.89% | 968.04K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 577.89K | SH | $58.01M 4.70% | 577.89K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 107.99K | SH | $56.80M 4.60% | 107.99K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 841.31K | SH | $50.84M 4.12% | 841.31K | 0.00 | 0.00 |
ALLEGRO MICROSYSTEMS INCSOLE | COM | 1.93M | SH | $48.56M 3.93% | 1.93M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 326.38K | SH | $47.36M 3.84% | 326.38K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 1.14M | SH | $46.21M 3.74% | 1.14M | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 707.13K | SH | $42.19M 3.42% | 707.13K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 656.96K | SH | $40.45M 3.28% | 656.96K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | COM | 680.11K | SH | $35.21M 2.85% | 680.11K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 338.02K | SH | $35.10M 2.84% | 338.02K | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 1.59M | SH | $34.91M 2.83% | 1.59M | 0.00 | 0.00 |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 942.87K | SH | $32.28M 2.62% | 942.87K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 1.30M | SH | $31.59M 2.56% | 1.30M | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 790.28K | SH | $28.18M 2.28% | 790.28K | 0.00 | 0.00 |