Filed: 11/14/2025ACC: 0001420506-25-003222
📋 What this filing means
ANALOG CENTURY MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $1.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$1.86B
Total AUM (reported)
19.32M
Total Shares
Allocation by class
COM$1.10B59.2%
COM NEW$199.75M10.7%
SHS$138.38M7.4%
SPONSORED ADS$113.22M6.1%
CL A$100.22M5.4%
NY REGISTRY$78.59M4.2%
SHS NEW$66.89M3.6%
Portfolio Concentration
Top 3$366.17M19.6%
4–10$698.57M37.5%
11–25$798.94M42.9%
Top 3 weight
19.6%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 19.32M
Sole
Full voting authority
19.32M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
NVIDIA CORPORATION
SOLEShares754.10K
TypeSH
Market value$140.70M
7.55%
Sole
754.10K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares405.37K
TypeSH
Market value$113.22M
6.07%
Sole
405.37K
Shared
0.00
None
0.00
CORNING INC
SOLEShares1.37M
TypeSH
Market value$112.26M
6.02%
Sole
1.37M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares685.71K
TypeSH
Market value$111.57M
5.99%
Sole
685.71K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares717.74K
TypeSH
Market value$104.55M
5.61%
Sole
717.74K
Shared
0.00
None
0.00
FABRINET
SOLEShares278.93K
TypeSH
Market value$101.70M
5.46%
Sole
278.93K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares809.90K
TypeSH
Market value$100.22M
5.38%
Sole
809.90K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares303.36K
TypeSH
Market value$100.08M
5.37%
Sole
303.36K
Shared
0.00
None
0.00
KLA CORP
SOLEShares88.26K
TypeSH
Market value$95.19M
5.11%
Sole
88.26K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares684.77K
TypeSH
Market value$85.25M
4.57%
Sole
684.77K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares467.30K
TypeSH
Market value$79.51M
4.27%
Sole
467.30K
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares2.78M
TypeSH
Market value$78.59M
4.22%
Sole
2.78M
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares77.59K
TypeSH
Market value$71.43M
3.83%
Sole
77.59K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares1.41M
TypeSH
Market value$69.42M
3.73%
Sole
1.41M
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares925.20K
TypeSH
Market value$66.89M
3.59%
Sole
925.20K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares631.34K
TypeSH
Market value$65.79M
3.53%
Sole
631.34K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares315.08K
TypeSH
Market value$64.51M
3.46%
Sole
315.08K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares765.66K
TypeSH
Market value$64.37M
3.45%
Sole
765.66K
Shared
0.00
None
0.00
CAMTEK LTD
SOLEShares604.26K
TypeSH
Market value$63.48M
3.41%
Sole
604.26K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares2.50M
TypeSH
Market value$61.45M
3.30%
Sole
2.50M
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares341.96K
TypeSH
Market value$41.38M
2.22%
Sole
341.96K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares1.20M
TypeSH
Market value$36.68M
1.97%
Sole
1.20M
Shared
0.00
None
0.00
ALLEGRO MICROSYSTEMS INC
SOLEShares1.17M
TypeSH
Market value$34.31M
1.84%
Sole
1.17M
Shared
0.00
None
0.00
CS DISCO INC
SOLEShares26.50K
TypeSH
Market value$1.14M
0.06%
Sole
26.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 754.10K | SH | $140.70M 7.55% | 754.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 405.37K | SH | $113.22M 6.07% | 405.37K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 1.37M | SH | $112.26M 6.02% | 1.37M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 685.71K | SH | $111.57M 5.99% | 685.71K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 717.74K | SH | $104.55M 5.61% | 717.74K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 278.93K | SH | $101.70M 5.46% | 278.93K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 809.90K | SH | $100.22M 5.38% | 809.90K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 303.36K | SH | $100.08M 5.37% | 303.36K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 88.26K | SH | $95.19M 5.11% | 88.26K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 684.77K | SH | $85.25M 4.57% | 684.77K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 467.30K | SH | $79.51M 4.27% | 467.30K | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 2.78M | SH | $78.59M 4.22% | 2.78M | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 77.59K | SH | $71.43M 3.83% | 77.59K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 1.41M | SH | $69.42M 3.73% | 1.41M | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 925.20K | SH | $66.89M 3.59% | 925.20K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | COM | 631.34K | SH | $65.79M 3.53% | 631.34K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 315.08K | SH | $64.51M 3.46% | 315.08K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 765.66K | SH | $64.37M 3.45% | 765.66K | 0.00 | 0.00 |
CAMTEK LTDSOLE | ORD | 604.26K | SH | $63.48M 3.41% | 604.26K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 2.50M | SH | $61.45M 3.30% | 2.50M | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 341.96K | SH | $41.38M 2.22% | 341.96K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 1.20M | SH | $36.68M 1.97% | 1.20M | 0.00 | 0.00 |
ALLEGRO MICROSYSTEMS INCSOLE | COM | 1.17M | SH | $34.31M 1.84% | 1.17M | 0.00 | 0.00 |
CS DISCO INCSOLE | COM | 26.50K | SH | $1.14M 0.06% | 26.50K | 0.00 | 0.00 |