13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002028
Total Value
$1.71B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 577,707 | $130.8M | 7.67% |
| 2 | NVIDIA CORPORATION | NVDA | 825,433 | $130.4M | 7.64% |
| 3 | BROADCOM INC | AVGO | 377,093 | $103.9M | 6.09% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 679,140 | $96.4M | 5.65% |
| 5 | FABRINET | FN | 321,814 | $94.8M | 5.56% |
| 6 | AMPHENOL CORP NEW | 032095101 | 942,861 | $93.1M | 5.46% |
| 7 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 643,765 | $92.2M | 5.41% |
| 8 | LUMENTUM HLDGS INC | LITE | 908,135 | $86.3M | 5.06% |
| 9 | KLA CORP | KLAC | 90,168 | $80.8M | 4.73% |
| 10 | ON SEMICONDUCTOR CORP | ON | 1,475,982 | $77.4M | 4.53% |
| 11 | MARVELL TECHNOLOGY INC | MRVL | 947,054 | $73.3M | 4.30% |
| 12 | CIENA CORP | CIEN | 898,981 | $73.1M | 4.29% |
| 13 | CORNING INC | GLW | 1,329,189 | $69.9M | 4.10% |
| 14 | STMICROELECTRONICS N V | STMEF | 2,182,403 | $66.4M | 3.89% |
| 15 | CELESTICA INC | CLS | 375,437 | $58.6M | 3.44% |
| 16 | AXON ENTERPRISE INC | AXON | 69,459 | $57.5M | 3.37% |
| 17 | ANSYS INC | 03662Q105 | 156,006 | $54.8M | 3.21% |
| 18 | RAMBUS INC DEL | RMBS | 827,102 | $53.0M | 3.10% |
| 19 | CAMTEK LTD | CAMT | 618,743 | $52.3M | 3.07% |
| 20 | ALLEGRO MICROSYSTEMS INC | ALGM | 1,371,590 | $46.9M | 2.75% |
| 21 | ARROW ELECTRS INC | 042735100 | 364,372 | $46.4M | 2.72% |
| 22 | TOWER SEMICONDUCTOR LTD | TSEM | 823,548 | $35.7M | 2.09% |
| 23 | SENSATA TECHNOLOGIES HLDG PL | ST | 1,060,438 | $31.9M | 1.87% |