13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003222
Total Value
$1.86B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 754,100 | $140.7M | 7.55% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 405,368 | $113.2M | 6.07% |
| 3 | CORNING INC | GLW | 1,368,477 | $112.3M | 6.02% |
| 4 | LUMENTUM HLDGS INC | LITE | 685,710 | $111.6M | 5.99% |
| 5 | CIENA CORP | CIEN | 717,741 | $104.6M | 5.61% |
| 6 | FABRINET | FN | 278,931 | $101.7M | 5.46% |
| 7 | AMPHENOL CORP NEW | 032095101 | 809,896 | $100.2M | 5.38% |
| 8 | BROADCOM INC | AVGO | 303,358 | $100.1M | 5.37% |
| 9 | KLA CORP | KLAC | 88,256 | $95.2M | 5.11% |
| 10 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 684,774 | $85.2M | 4.57% |
| 11 | ADVANCED ENERGY INDS | 007973100 | 467,301 | $79.5M | 4.27% |
| 12 | STMICROELECTRONICS N V | STMEF | 2,780,953 | $78.6M | 4.22% |
| 13 | MONOLITHIC PWR SYS INC | 609839105 | 77,591 | $71.4M | 3.83% |
| 14 | ON SEMICONDUCTOR CORP | ON | 1,407,903 | $69.4M | 3.73% |
| 15 | TOWER SEMICONDUCTOR LTD | TSEM | 925,202 | $66.9M | 3.59% |
| 16 | RAMBUS INC DEL | RMBS | 631,343 | $65.8M | 3.53% |
| 17 | APPLIED MATLS INC | 038222105 | 315,078 | $64.5M | 3.46% |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 765,656 | $64.4M | 3.45% |
| 19 | CAMTEK LTD | CAMT | 604,259 | $63.5M | 3.41% |
| 20 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 2,502,012 | $61.4M | 3.30% |
| 21 | ARROW ELECTRS INC | 042735100 | 341,959 | $41.4M | 2.22% |
| 22 | SENSATA TECHNOLOGIES HLDG PL | ST | 1,200,636 | $36.7M | 1.97% |
| 23 | ALLEGRO MICROSYSTEMS INC | ALGM | 1,174,953 | $34.3M | 1.84% |
| 24 | CS DISCO INC | LAW | 26,496 | $1.1M | 0.06% |