Analog Century Management LP 13F Holdings

CIK 0001753384 · New York, NY

As of Sep 30, 2025, Analog Century Management LP reported 41 positions worth $4.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,508,200$281.4M6.27%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology810,736$226.4M5.04%
CORNING INCGLWTechnology2,736,954$224.5M5.00%
LUMENTUM HOLDINGS INCLITETechnology1,371,420$223.1M4.97%
CIENA CORPCIENTechnology1,435,482$209.1M4.66%
FABRINETFNTechnology557,862$203.4M4.53%
AMPHENOL CORP-CL AAPHTechnology1,619,792$200.4M4.46%
BROADCOM INCAVGOTechnology606,716$200.2M4.46%
KLA CORPKLACTechnology176,512 90.4M4.24%
LIQUIDIA CORPLQDAHealthcare8,118,892 84.6M4.11%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INCMTSITechnology1,369,548 70.5M3.80%
ADVANCED ENERGY INDUSTRIES INCAEISIndustrials934,602 59.0M3.54%
STMICROELECTRONICS NVSTMTechnology5,561,906 57.2M3.50%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology155,182 42.9M3.18%
ON SEMICONDUCTOR CORPONTechnology2,815,806 38.8M3.09%
TOWER SEMICONDUCTOR LTDTSEMTechnology1,850,404 33.8M2.98%
RAMBUS INCRMBSTechnology1,262,686 31.6M2.93%
APPLIED MATERIALS INCAMATTechnology630,156 29.0M2.87%
MARVELL TECHNOLOGY INCMRVLTechnology1,531,312 28.7M2.87%
CAMTEK LTDCAMTTechnology1,208,518 27.0M2.83%
ABIVAX SAABVXHealthcare1,451,924 23.3M2.75%
HEWLETT PACKARD ENTERPRISE COHPETechnology5,004,024 22.9M2.74%
MINERALYS THERAPEUTICS INCMLYSHealthcare2,772,654 05.1M2.34%
AGIOS PHARMACEUTICALS INCAGIOHealthcare2,106,205$84.5M1.88%
ARROW ELECTRONICS INCARWTechnology683,918$82.8M1.84%