Filed: 2/13/2026ACC: 0001420506-26-000391
📋 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 $2.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$2.03B
Total AUM (reported)
30.81M
Total Shares
Allocation by class
COM$1.09B53.8%
COM NEW$258.44M12.7%
SHS$121.67M6.0%
SPONSORED ADS$119.74M5.9%
SPONSORED ADR$104.24M5.1%
CL A$98.39M4.8%
SHS NEW$95.28M4.7%
Portfolio Concentration
Top 3$379.53M18.7%
4–10$710.47M35.0%
11–25$942.51M46.4%
Top 3 weight
18.7%
Top 10 weight
53.6%
Voting Authority Distribution
Total shares with voting rights: 30.81M
Sole
Full voting authority
30.81M
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
SOLEShares732.95K
TypeSH
Market value$136.69M
6.73%
Sole
732.95K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares333.95K
TypeSH
Market value$123.09M
6.06%
Sole
333.95K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares394.04K
TypeSH
Market value$119.74M
5.89%
Sole
394.04K
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares16.11M
TypeSH
Market value$104.24M
5.13%
Sole
16.11M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares404.44K
TypeSH
Market value$103.94M
5.11%
Sole
404.44K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares606.17K
TypeSH
Market value$103.82M
5.11%
Sole
606.17K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares359.68K
TypeSH
Market value$102.66M
5.05%
Sole
359.68K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares428.79K
TypeSH
Market value$100.28M
4.93%
Sole
428.79K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares728.06K
TypeSH
Market value$98.39M
4.84%
Sole
728.06K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares463.94K
TypeSH
Market value$97.13M
4.78%
Sole
463.94K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares811.47K
TypeSH
Market value$95.28M
4.69%
Sole
811.47K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares260.89K
TypeSH
Market value$90.30M
4.44%
Sole
260.89K
Shared
0.00
None
0.00
KLA CORP
SOLEShares71.65K
TypeSH
Market value$87.06M
4.28%
Sole
71.65K
Shared
0.00
None
0.00
FABRINET
SOLEShares173.30K
TypeSH
Market value$78.90M
3.88%
Sole
173.30K
Shared
0.00
None
0.00
CAMTEK LTD
SOLEShares693.72K
TypeSH
Market value$73.77M
3.63%
Sole
693.72K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares185.49K
TypeSH
Market value$71.10M
3.50%
Sole
185.49K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares294.57K
TypeSH
Market value$67.02M
3.30%
Sole
294.57K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares2.72M
TypeSH
Market value$65.26M
3.21%
Sole
2.72M
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares70.72K
TypeSH
Market value$64.10M
3.15%
Sole
70.72K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares1.09M
TypeSH
Market value$58.77M
2.89%
Sole
1.09M
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares309.01K
TypeSH
Market value$51.41M
2.53%
Sole
309.01K
Shared
0.00
None
0.00
ALLEGRO MICROSYSTEMS INC
SOLEShares1.89M
TypeSH
Market value$49.86M
2.45%
Sole
1.89M
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares401.73K
TypeSH
Market value$46.91M
2.31%
Sole
401.73K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares1.28M
TypeSH
Market value$42.77M
2.10%
Sole
1.28M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 732.95K | SH | $136.69M 6.73% | 732.95K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 333.95K | SH | $123.09M 6.06% | 333.95K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 394.04K | SH | $119.74M 5.89% | 394.04K | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 16.11M | SH | $104.24M 5.13% | 16.11M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 404.44K | SH | $103.94M 5.11% | 404.44K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 606.17K | SH | $103.82M 5.11% | 606.17K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 359.68K | SH | $102.66M 5.05% | 359.68K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 428.79K | SH | $100.28M 4.93% | 428.79K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 728.06K | SH | $98.39M 4.84% | 728.06K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 463.94K | SH | $97.13M 4.78% | 463.94K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 811.47K | SH | $95.28M 4.69% | 811.47K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 260.89K | SH | $90.30M 4.44% | 260.89K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 71.65K | SH | $87.06M 4.28% | 71.65K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 173.30K | SH | $78.90M 3.88% | 173.30K | 0.00 | 0.00 |
CAMTEK LTDSOLE | ORD | 693.72K | SH | $73.77M 3.63% | 693.72K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 185.49K | SH | $71.10M 3.50% | 185.49K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 294.57K | SH | $67.02M 3.30% | 294.57K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 2.72M | SH | $65.26M 3.21% | 2.72M | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 70.72K | SH | $64.10M 3.15% | 70.72K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 1.09M | SH | $58.77M 2.89% | 1.09M | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 309.01K | SH | $51.41M 2.53% | 309.01K | 0.00 | 0.00 |
ALLEGRO MICROSYSTEMS INCSOLE | COM | 1.89M | SH | $49.86M 2.45% | 1.89M | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 401.73K | SH | $46.91M 2.31% | 401.73K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 1.28M | SH | $42.77M 2.10% | 1.28M | 0.00 | 0.00 |