13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001420506-26-000391
Total Value
$2.03B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 732,949 | $136.7M | 6.73% |
| 2 | LUMENTUM HLDGS INC | LITE | 333,949 | $123.1M | 6.06% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 394,038 | $119.7M | 5.89% |
| 4 | NOKIA CORP | NOKBF | 16,111,905 | $104.2M | 5.13% |
| 5 | APPLIED MATLS INC | 038222105 | 404,442 | $103.9M | 5.11% |
| 6 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 606,169 | $103.8M | 5.11% |
| 7 | MICRON TECHNOLOGY INC | MU | 359,680 | $102.7M | 5.05% |
| 8 | CIENA CORP | CIEN | 428,787 | $100.3M | 4.93% |
| 9 | AMPHENOL CORP NEW | 032095101 | 728,059 | $98.4M | 4.84% |
| 10 | ADVANCED ENERGY INDS | 007973100 | 463,939 | $97.1M | 4.78% |
| 11 | TOWER SEMICONDUCTOR LTD | TSEM | 811,470 | $95.3M | 4.69% |
| 12 | BROADCOM INC | AVGO | 260,894 | $90.3M | 4.44% |
| 13 | KLA CORP | KLAC | 71,648 | $87.1M | 4.28% |
| 14 | FABRINET | FN | 173,298 | $78.9M | 3.88% |
| 15 | CAMTEK LTD | CAMT | 693,720 | $73.8M | 3.63% |
| 16 | MOTOROLA SOLUTIONS INC | MSI | 185,485 | $71.1M | 3.50% |
| 17 | TE CONNECTIVITY PLC | TEL | 294,566 | $67.0M | 3.30% |
| 18 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 2,716,725 | $65.3M | 3.21% |
| 19 | MONOLITHIC PWR SYS INC | 609839105 | 70,723 | $64.1M | 3.15% |
| 20 | ON SEMICONDUCTOR CORP | ON | 1,085,296 | $58.8M | 2.89% |
| 21 | ASTERA LABS INC | ALAB | 309,013 | $51.4M | 2.53% |
| 22 | ALLEGRO MICROSYSTEMS INC | ALGM | 1,890,072 | $49.9M | 2.45% |
| 23 | UNIVERSAL DISPLAY CORP | OLED | 401,726 | $46.9M | 2.31% |
| 24 | SENSATA TECHNOLOGIES HLDG PL | ST | 1,284,898 | $42.8M | 2.10% |