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 $2.09B across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($130.8M, 6.25%), LITE ($110.8M, 5.29%), AVGO ($109.6M, 5.23%), AKAM ($106.5M, 5.08%), AEIS ($104.8M, 5.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $130.8M | 6.25% | 750,125 | Added |
| 2 | LITE | LUMENTUM HLDGS INC | $110.8M | 5.29% | 157,688 | Trimmed |
| 3 | AVGO | BROADCOM INC | $109.6M | 5.23% | 354,061 | Added |
| 4 | AKAM | AKAMAI TECHNOLOGIES INC | $106.5M | 5.08% | 927,023 | New |
| 5 | AEIS | ADVANCED ENERGY INDS | $104.8M | 5.00% | 324,651 | Trimmed |
| 6 | ARM | ARM HOLDINGS PLC | $104.6M | 4.99% | 691,364 | New |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $102.4M | 4.89% | 302,885 | Trimmed |
| 8 | APH | AMPHENOL CORP | $98.7M | 4.71% | 780,955 | Added |
| 9 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $96.9M | 4.63% | 436,346 | Trimmed |
| 10 | MSI | MOTOROLA SOLUTIONS INC | $96.4M | 4.60% | 222,108 | Added |
| 11 | CIEN | CIENA CORP | $96.1M | 4.59% | 247,412 | Trimmed |
| 12 | AMAT | APPLIED MATLS INC | $95.4M | 4.55% | 278,994 | Trimmed |
| 13 | VIAV | VIAVI SOLUTIONS INC | $91.9M | 4.39% | 2.8M | New |
| 14 | FN | FABRINET | $89.4M | 4.27% | 171,493 | Trimmed |
| 15 | HPE | HEWLETT PACKARD ENTERPRISE C | $86.6M | 4.13% | 3.6M | Added |
| 16 | NOK | NOKIA CORP | $84.4M | 4.03% | 10.5M | Trimmed |
| 17 | TSEM | TOWER SEMICONDUCTOR LTD | $81.3M | 3.88% | 463,022 | Trimmed |
| 18 | STM | STMICROELECTRONICS N V | $80.6M | 3.85% | 2.3M | New |
| 19 | SIMO | SILICON MOTION TECHNOLOGY CO | $60.5M | 2.89% | 538,748 | New |
| 20 | ALAB | ASTERA LABS INC | $55.3M | 2.64% | 504,301 | Added |
| 21 | LFUS | LITTELFUSE INC | $52.3M | 2.50% | 153,997 | New |
| 22 | ST | SENSATA TECHNOLOGIES HLDG PL | $51.7M | 2.47% | 1.5M | Added |
| 23 | MU | MICRON TECHNOLOGY INC | $48.7M | 2.32% | 144,010 | Trimmed |
| 24 | MRVL | MARVELL TECHNOLOGY INC | $37.8M | 1.80% | 381,455 | New |
| 25 | SNDK | SANDISK CORP | $21.2M | 1.01% | 33,352 | New |
Source: SEC Form 13F filings · as of 2026-03-31