Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Analog Century Management LP (CIK 1753384) reported $2.73B across 25 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMAT ($158.8M, 5.81%), APH ($142.8M, 5.23%), TSM ($141.6M, 5.18%), MU ($137.5M, 5.03%), NVDA ($135.6M, 4.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIAL ORD | $158.8M | 5.81% | 219,615 | Trimmed |
| 2 | APH | AMPHENOL CL A ORD | $142.8M | 5.23% | 809,893 | Added |
| 3 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $141.6M | 5.18% | 296,487 | Trimmed |
| 4 | MU | MICRON TECHNOLOGY ORD | $137.5M | 5.03% | 119,129 | Trimmed |
| 5 | NVDA | NVIDIA ORD | $135.6M | 4.96% | 677,694 | Trimmed |
| 6 | ONTO | ONTO INNOVATION ORD | $126.2M | 4.62% | 333,422 | New |
| 7 | AEIS | ADVANCED ENERGY INDUSTRIES ORD | $124.1M | 4.54% | 332,945 | Added |
| 8 | ALAB | ASTERA LABS ORD | $122.5M | 4.48% | 253,619 | Trimmed |
| 9 | SIMO | SILICON MOTION TECHNO ADR REP 4 ORD | $120.8M | 4.42% | 362,502 | Trimmed |
| 10 | ADI | ANALOG DEVICES ORD | $114.2M | 4.18% | 287,443 | New |
| 11 | MTSI | MACOM TECHNOLOGY SOLUTIONS ORD | $112.7M | 4.13% | 296,293 | Trimmed |
| 12 | CIEN | CIENA ORD | $111.0M | 4.06% | 226,198 | Trimmed |
| 13 | TTMI | TTM TECHNOLOGIES ORD | $109.5M | 4.01% | 585,401 | New |
| 14 | LITE | LUMENTUM HOLDINGS ORD | $109.0M | 3.99% | 127,088 | Trimmed |
| 15 | VIAV | VIAVI SOLUTIONS ORD | $108.3M | 3.96% | 2.3M | Trimmed |
| 16 | HPE | HEWLETT PACKARD ENTERPRISE ORD | $105.7M | 3.87% | 2.3M | Trimmed |
| 17 | MRVL | MARVELL TECHNOLOGY ORD | $104.1M | 3.81% | 349,599 | Trimmed |
| 18 | AVGO | BROADCOM ORD | $98.4M | 3.60% | 260,516 | Trimmed |
| 19 | NBIS | NEBIUS CL A ORD | $98.4M | 3.60% | 356,181 | New |
| 20 | NSIT | INSIGHT ENTERPRISES ORD | $94.0M | 3.44% | 771,966 | New |
| 21 | TSEM | TOWER SEMICONDUCTOR ORD | $93.8M | 3.43% | 359,758 | Trimmed |
| 22 | STM | STMICROELECTRONICS ADR | $77.2M | 2.83% | 1.0M | Trimmed |
| 23 | SNDK | SANDISK ORD | $65.8M | 2.41% | 28,939 | Trimmed |
| 24 | FN | FABRINET ORD | $63.3M | 2.32% | 112,696 | Trimmed |
| 25 | MSI | MOTOROLA SOLUTIONS ORD | $56.8M | 2.08% | 136,714 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30