Filed: 8/14/2026ACC: 0001420506-26-001828
📋 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 $2.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$2.73B
Total AUM (reported)
12.94M
Total Shares
Allocation by class
COM$1.83B66.9%
SPONSORED ADR$262.43M9.6%
COM NEW$167.74M6.1%
CL A$142.80M5.2%
SHS CLASS A$98.37M3.6%
SHS NEW$93.77M3.4%
NY REGISTRY$77.19M2.8%
Portfolio Concentration
Top 3$443.18M16.2%
4–10$880.94M32.2%
11–25$1.41B51.5%
Top 3 weight
16.2%
Top 10 weight
48.5%
Voting Authority Distribution
Total shares with voting rights: 12.94M
Sole
Full voting authority
12.94M
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:
APPLIED MATERIAL ORD
SOLEShares219.62K
TypeSH
Market value$158.78M
5.81%
Sole
219.62K
Shared
0.00
None
0.00
AMPHENOL CL A ORD
SOLEShares809.89K
TypeSH
Market value$142.80M
5.23%
Sole
809.89K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD
SOLEShares296.49K
TypeSH
Market value$141.59M
5.18%
Sole
296.49K
Shared
0.00
None
0.00
MICRON TECHNOLOGY ORD
SOLEShares119.13K
TypeSH
Market value$137.51M
5.03%
Sole
119.13K
Shared
0.00
None
0.00
NVIDIA ORD
SOLEShares677.69K
TypeSH
Market value$135.60M
4.96%
Sole
677.69K
Shared
0.00
None
0.00
ONTO INNOVATION ORD
SOLEShares333.42K
TypeSH
Market value$126.18M
4.62%
Sole
333.42K
Shared
0.00
None
0.00
ADVANCED ENERGY INDUSTRIES ORD
SOLEShares332.94K
TypeSH
Market value$124.15M
4.54%
Sole
332.94K
Shared
0.00
None
0.00
ASTERA LABS ORD
SOLEShares253.62K
TypeSH
Market value$122.50M
4.48%
Sole
253.62K
Shared
0.00
None
0.00
SILICON MOTION TECHNO ADR REP 4 ORD
SOLEShares362.50K
TypeSH
Market value$120.83M
4.42%
Sole
362.50K
Shared
0.00
None
0.00
ANALOG DEVICES ORD
SOLEShares287.44K
TypeSH
Market value$114.16M
4.18%
Sole
287.44K
Shared
0.00
None
0.00
MACOM TECHNOLOGY SOLUTIONS ORD
SOLEShares296.29K
TypeSH
Market value$112.70M
4.13%
Sole
296.29K
Shared
0.00
None
0.00
CIENA ORD
SOLEShares226.20K
TypeSH
Market value$110.96M
4.06%
Sole
226.20K
Shared
0.00
None
0.00
TTM TECHNOLOGIES ORD
SOLEShares585.40K
TypeSH
Market value$109.48M
4.01%
Sole
585.40K
Shared
0.00
None
0.00
LUMENTUM HOLDINGS ORD
SOLEShares127.09K
TypeSH
Market value$109.05M
3.99%
Sole
127.09K
Shared
0.00
None
0.00
VIAVI SOLUTIONS ORD
SOLEShares2.27M
TypeSH
Market value$108.25M
3.96%
Sole
2.27M
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE ORD
SOLEShares2.34M
TypeSH
Market value$105.66M
3.87%
Sole
2.34M
Shared
0.00
None
0.00
MARVELL TECHNOLOGY ORD
SOLEShares349.60K
TypeSH
Market value$104.14M
3.81%
Sole
349.60K
Shared
0.00
None
0.00
BROADCOM ORD
SOLEShares260.52K
TypeSH
Market value$98.41M
3.60%
Sole
260.52K
Shared
0.00
None
0.00
NEBIUS CL A ORD
SOLEShares356.18K
TypeSH
Market value$98.37M
3.60%
Sole
356.18K
Shared
0.00
None
0.00
INSIGHT ENTERPRISES ORD
SOLEShares771.97K
TypeSH
Market value$94.03M
3.44%
Sole
771.97K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR ORD
SOLEShares359.76K
TypeSH
Market value$93.77M
3.43%
Sole
359.76K
Shared
0.00
None
0.00
STMICROELECTRONICS ADR
SOLEShares1.03M
TypeSH
Market value$77.19M
2.83%
Sole
1.03M
Shared
0.00
None
0.00
SANDISK ORD
SOLEShares28.94K
TypeSH
Market value$65.80M
2.41%
Sole
28.94K
Shared
0.00
None
0.00
FABRINET ORD
SOLEShares112.70K
TypeSH
Market value$63.34M
2.32%
Sole
112.70K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS ORD
SOLEShares136.71K
TypeSH
Market value$56.78M
2.08%
Sole
136.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLIED MATERIAL ORDSOLE | COM | 219.62K | SH | $158.78M 5.81% | 219.62K | 0.00 | 0.00 |
AMPHENOL CL A ORDSOLE | CL A | 809.89K | SH | $142.80M 5.23% | 809.89K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDSOLE | SPONSORED ADR | 296.49K | SH | $141.59M 5.18% | 296.49K | 0.00 | 0.00 |
MICRON TECHNOLOGY ORDSOLE | COM | 119.13K | SH | $137.51M 5.03% | 119.13K | 0.00 | 0.00 |
NVIDIA ORDSOLE | COM | 677.69K | SH | $135.60M 4.96% | 677.69K | 0.00 | 0.00 |
ONTO INNOVATION ORDSOLE | COM | 333.42K | SH | $126.18M 4.62% | 333.42K | 0.00 | 0.00 |
ADVANCED ENERGY INDUSTRIES ORDSOLE | COM | 332.94K | SH | $124.15M 4.54% | 332.94K | 0.00 | 0.00 |
ASTERA LABS ORDSOLE | COM | 253.62K | SH | $122.50M 4.48% | 253.62K | 0.00 | 0.00 |
SILICON MOTION TECHNO ADR REP 4 ORDSOLE | SPONSORED ADR | 362.50K | SH | $120.83M 4.42% | 362.50K | 0.00 | 0.00 |
ANALOG DEVICES ORDSOLE | COM | 287.44K | SH | $114.16M 4.18% | 287.44K | 0.00 | 0.00 |
MACOM TECHNOLOGY SOLUTIONS ORDSOLE | COM | 296.29K | SH | $112.70M 4.13% | 296.29K | 0.00 | 0.00 |
CIENA ORDSOLE | COM NEW | 226.20K | SH | $110.96M 4.06% | 226.20K | 0.00 | 0.00 |
TTM TECHNOLOGIES ORDSOLE | COM | 585.40K | SH | $109.48M 4.01% | 585.40K | 0.00 | 0.00 |
LUMENTUM HOLDINGS ORDSOLE | COM | 127.09K | SH | $109.05M 3.99% | 127.09K | 0.00 | 0.00 |
VIAVI SOLUTIONS ORDSOLE | COM | 2.27M | SH | $108.25M 3.96% | 2.27M | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE ORDSOLE | COM | 2.34M | SH | $105.66M 3.87% | 2.34M | 0.00 | 0.00 |
MARVELL TECHNOLOGY ORDSOLE | COM | 349.60K | SH | $104.14M 3.81% | 349.60K | 0.00 | 0.00 |
BROADCOM ORDSOLE | COM | 260.52K | SH | $98.41M 3.60% | 260.52K | 0.00 | 0.00 |
NEBIUS CL A ORDSOLE | SHS CLASS A | 356.18K | SH | $98.37M 3.60% | 356.18K | 0.00 | 0.00 |
INSIGHT ENTERPRISES ORDSOLE | COM | 771.97K | SH | $94.03M 3.44% | 771.97K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR ORDSOLE | SHS NEW | 359.76K | SH | $93.77M 3.43% | 359.76K | 0.00 | 0.00 |
STMICROELECTRONICS ADRSOLE | NY REGISTRY | 1.03M | SH | $77.19M 2.83% | 1.03M | 0.00 | 0.00 |
SANDISK ORDSOLE | COM | 28.94K | SH | $65.80M 2.41% | 28.94K | 0.00 | 0.00 |
FABRINET ORDSOLE | SHS | 112.70K | SH | $63.34M 2.32% | 112.70K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS ORDSOLE | COM NEW | 136.71K | SH | $56.78M 2.08% | 136.71K | 0.00 | 0.00 |