Filed: 5/15/2026ACC: 0001420506-26-001142
📋 What this filing means
ANALOG CENTURY MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $2.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$2.09B
Total AUM (reported)
28.56M
Total Shares
Allocation by class
COM$1.15B54.8%
SPONSORED ADS$206.95M9.9%
COM NEW$192.44M9.2%
SPONSORED ADR$144.87M6.9%
SHS$141.16M6.7%
CL A$98.67M4.7%
SHS NEW$81.25M3.9%
Portfolio Concentration
Top 3$351.22M16.8%
4–10$710.15M33.9%
11–25$1.03B49.3%
Top 3 weight
16.8%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 28.56M
Sole
Full voting authority
28.56M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
NVIDIA CORPORATION
SOLEShares750.13K
TypeSH
Market value$130.82M
6.25%
Sole
750.13K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares157.69K
TypeSH
Market value$110.82M
5.29%
Sole
157.69K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares354.06K
TypeSH
Market value$109.59M
5.23%
Sole
354.06K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares927.02K
TypeSH
Market value$106.47M
5.08%
Sole
927.02K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares324.65K
TypeSH
Market value$104.77M
5.00%
Sole
324.65K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares691.36K
TypeSH
Market value$104.59M
4.99%
Sole
691.36K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares302.88K
TypeSH
Market value$102.36M
4.89%
Sole
302.88K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares780.96K
TypeSH
Market value$98.67M
4.71%
Sole
780.96K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares436.35K
TypeSH
Market value$96.90M
4.63%
Sole
436.35K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares222.11K
TypeSH
Market value$96.39M
4.60%
Sole
222.11K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares247.41K
TypeSH
Market value$96.05M
4.59%
Sole
247.41K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares278.99K
TypeSH
Market value$95.36M
4.55%
Sole
278.99K
Shared
0.00
None
0.00
VIAVI SOLUTIONS INC
SOLEShares2.76M
TypeSH
Market value$91.93M
4.39%
Sole
2.76M
Shared
0.00
None
0.00
FABRINET
SOLEShares171.49K
TypeSH
Market value$89.44M
4.27%
Sole
171.49K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares3.64M
TypeSH
Market value$86.55M
4.13%
Sole
3.64M
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares10.49M
TypeSH
Market value$84.38M
4.03%
Sole
10.49M
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares463.02K
TypeSH
Market value$81.25M
3.88%
Sole
463.02K
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares2.33M
TypeSH
Market value$80.64M
3.85%
Sole
2.33M
Shared
0.00
None
0.00
SILICON MOTION TECHNOLOGY CO
SOLEShares538.75K
TypeSH
Market value$60.50M
2.89%
Sole
538.75K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares504.30K
TypeSH
Market value$55.27M
2.64%
Sole
504.30K
Shared
0.00
None
0.00
LITTELFUSE INC
SOLEShares154K
TypeSH
Market value$52.26M
2.50%
Sole
154K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares1.47M
TypeSH
Market value$51.72M
2.47%
Sole
1.47M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares144.01K
TypeSH
Market value$48.65M
2.32%
Sole
144.01K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares381.45K
TypeSH
Market value$37.78M
1.80%
Sole
381.45K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares33.35K
TypeSH
Market value$21.19M
1.01%
Sole
33.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 750.13K | SH | $130.82M 6.25% | 750.13K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 157.69K | SH | $110.82M 5.29% | 157.69K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 354.06K | SH | $109.59M 5.23% | 354.06K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 927.02K | SH | $106.47M 5.08% | 927.02K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 324.65K | SH | $104.77M 5.00% | 324.65K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 691.36K | SH | $104.59M 4.99% | 691.36K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 302.88K | SH | $102.36M 4.89% | 302.88K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 780.96K | SH | $98.67M 4.71% | 780.96K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 436.35K | SH | $96.90M 4.63% | 436.35K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 222.11K | SH | $96.39M 4.60% | 222.11K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 247.41K | SH | $96.05M 4.59% | 247.41K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 278.99K | SH | $95.36M 4.55% | 278.99K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 2.76M | SH | $91.93M 4.39% | 2.76M | 0.00 | 0.00 |
FABRINETSOLE | SHS | 171.49K | SH | $89.44M 4.27% | 171.49K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 3.64M | SH | $86.55M 4.13% | 3.64M | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 10.49M | SH | $84.38M 4.03% | 10.49M | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 463.02K | SH | $81.25M 3.88% | 463.02K | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 2.33M | SH | $80.64M 3.85% | 2.33M | 0.00 | 0.00 |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 538.75K | SH | $60.50M 2.89% | 538.75K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 504.30K | SH | $55.27M 2.64% | 504.30K | 0.00 | 0.00 |
LITTELFUSE INCSOLE | COM | 154K | SH | $52.26M 2.50% | 154K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 1.47M | SH | $51.72M 2.47% | 1.47M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 144.01K | SH | $48.65M 2.32% | 144.01K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 381.45K | SH | $37.78M 1.80% | 381.45K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 33.35K | SH | $21.19M 1.01% | 33.35K | 0.00 | 0.00 |