Filed: 8/14/2025ACC: 0001420506-25-002028
📋 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 $1.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.71B
Total AUM (reported)
17.87M
Total Shares
Allocation by class
COM$1.05B61.4%
COM NEW$153.88M9.0%
SPONSORED ADS$130.84M7.7%
SHS$126.76M7.4%
CL A$93.11M5.5%
NY REGISTRY$66.37M3.9%
ORD$52.32M3.1%
Portfolio Concentration
Top 3$365.20M21.4%
4–10$621.01M36.4%
11–25$719.82M42.2%
Top 3 weight
21.4%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 17.87M
Sole
Full voting authority
17.87M
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:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares577.71K
TypeSH
Market value$130.84M
7.67%
Sole
577.71K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares825.43K
TypeSH
Market value$130.41M
7.64%
Sole
825.43K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares377.09K
TypeSH
Market value$103.95M
6.09%
Sole
377.09K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares679.14K
TypeSH
Market value$96.37M
5.65%
Sole
679.14K
Shared
0.00
None
0.00
FABRINET
SOLEShares321.81K
TypeSH
Market value$94.83M
5.56%
Sole
321.81K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares942.86K
TypeSH
Market value$93.11M
5.46%
Sole
942.86K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares643.76K
TypeSH
Market value$92.25M
5.41%
Sole
643.76K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares908.13K
TypeSH
Market value$86.33M
5.06%
Sole
908.13K
Shared
0.00
None
0.00
KLA CORP
SOLEShares90.17K
TypeSH
Market value$80.77M
4.73%
Sole
90.17K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares1.48M
TypeSH
Market value$77.36M
4.53%
Sole
1.48M
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares947.05K
TypeSH
Market value$73.30M
4.30%
Sole
947.05K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares898.98K
TypeSH
Market value$73.11M
4.29%
Sole
898.98K
Shared
0.00
None
0.00
CORNING INC
SOLEShares1.33M
TypeSH
Market value$69.90M
4.10%
Sole
1.33M
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares2.18M
TypeSH
Market value$66.37M
3.89%
Sole
2.18M
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares375.44K
TypeSH
Market value$58.61M
3.44%
Sole
375.44K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares69.46K
TypeSH
Market value$57.51M
3.37%
Sole
69.46K
Shared
0.00
None
0.00
ANSYS INC
SOLEShares156.01K
TypeSH
Market value$54.79M
3.21%
Sole
156.01K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares827.10K
TypeSH
Market value$52.95M
3.10%
Sole
827.10K
Shared
0.00
None
0.00
CAMTEK LTD
SOLEShares618.74K
TypeSH
Market value$52.32M
3.07%
Sole
618.74K
Shared
0.00
None
0.00
ALLEGRO MICROSYSTEMS INC
SOLEShares1.37M
TypeSH
Market value$46.89M
2.75%
Sole
1.37M
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares364.37K
TypeSH
Market value$46.43M
2.72%
Sole
364.37K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares823.55K
TypeSH
Market value$35.70M
2.09%
Sole
823.55K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares1.06M
TypeSH
Market value$31.93M
1.87%
Sole
1.06M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 577.71K | SH | $130.84M 7.67% | 577.71K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 825.43K | SH | $130.41M 7.64% | 825.43K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 377.09K | SH | $103.95M 6.09% | 377.09K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 679.14K | SH | $96.37M 5.65% | 679.14K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 321.81K | SH | $94.83M 5.56% | 321.81K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 942.86K | SH | $93.11M 5.46% | 942.86K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 643.76K | SH | $92.25M 5.41% | 643.76K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 908.13K | SH | $86.33M 5.06% | 908.13K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 90.17K | SH | $80.77M 4.73% | 90.17K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 1.48M | SH | $77.36M 4.53% | 1.48M | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 947.05K | SH | $73.30M 4.30% | 947.05K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 898.98K | SH | $73.11M 4.29% | 898.98K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 1.33M | SH | $69.90M 4.10% | 1.33M | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 2.18M | SH | $66.37M 3.89% | 2.18M | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 375.44K | SH | $58.61M 3.44% | 375.44K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 69.46K | SH | $57.51M 3.37% | 69.46K | 0.00 | 0.00 |
ANSYS INCSOLE | COM | 156.01K | SH | $54.79M 3.21% | 156.01K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | COM | 827.10K | SH | $52.95M 3.10% | 827.10K | 0.00 | 0.00 |
CAMTEK LTDSOLE | ORD | 618.74K | SH | $52.32M 3.07% | 618.74K | 0.00 | 0.00 |
ALLEGRO MICROSYSTEMS INCSOLE | COM | 1.37M | SH | $46.89M 2.75% | 1.37M | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 364.37K | SH | $46.43M 2.72% | 364.37K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 823.55K | SH | $35.70M 2.09% | 823.55K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 1.06M | SH | $31.93M 1.87% | 1.06M | 0.00 | 0.00 |