Analog Century Management LP
CIK: 0001753384Latest portfolio: $2.0B · Q4 2025
Holdings
24
Total Value
$2.0B
New Positions
6
Closed Positions
6
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 732,949 | $136.7M | 6.73% | -21,151 | |
| 2 | LITELUMENTUM HLDGS INC | 333,949 | $123.1M | 6.06% | -351,761 | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 394,038 | $119.7M | 5.89% | -11,330 | |
| 4 | NOKNOKIA CORP | 16,111,905 | $104.2M | 5.13% | NEW | |
| 5 | AMATAPPLIED MATLS INC | 404,442 | $103.9M | 5.11% | +89K | |
| 6 | MTSIMACOM TECH SOLUTIONS HLDGS I | 606,169 | $103.8M | 5.11% | -78,605 | |
| 7 | MUMICRON TECHNOLOGY INC | 359,680 | $102.7M | 5.05% | NEW | |
| 8 | CIENCIENA CORP | 428,787 | $100.3M | 4.93% | -288,954 | |
| 9 | APHAMPHENOL CORP NEW | 728,059 | $98.4M | 4.84% | -81,837 | |
| 10 | AEISADVANCED ENERGY INDS | 463,939 | $97.1M | 4.78% | -3,362 | |
| 11 | TSEMTOWER SEMICONDUCTOR LTD | 811,470 | $95.3M | 4.69% | -113,732 | |
| 12 | AVGOBROADCOM INC | 260,894 | $90.3M | 4.44% | -42,464 | |
| 13 | KLACKLA CORP | 71,648 | $87.1M | 4.28% | -16,608 | |
| 14 | FNFABRINET | 173,298 | $78.9M | 3.88% | -105,633 | |
| 15 | CAMTCAMTEK LTD | 693,720 | $73.8M | 3.63% | +89K | |
| 16 | MSIMOTOROLA SOLUTIONS INC | 185,485 | $71.1M | 3.50% | NEW | |
| 17 | TELTE CONNECTIVITY PLC | 294,566 | $67.0M | 3.30% | NEW | |
| 18 | HPEHEWLETT PACKARD ENTERPRISE C | 2,716,725 | $65.3M | 3.21% | +215K | |
| 19 | MPWRMONOLITHIC PWR SYS INC | 70,723 | $64.1M | 3.15% | -6,868 | |
| 20 | ONON SEMICONDUCTOR CORP | 1,085,296 | $58.8M | 2.89% | -322,607 | |
| 21 | ALABASTERA LABS INC | 309,013 | $51.4M | 2.53% | NEW | |
| 22 | ALGMALLEGRO MICROSYSTEMS INC | 1,890,072 | $49.9M | 2.45% | +715K | |
| 23 | OLEDUNIVERSAL DISPLAY CORP | 401,726 | $46.9M | 2.31% | NEW | |
| 24 | STSENSATA TECHNOLOGIES HLDG PL | 1,284,898 | $42.8M | 2.10% | +84K |
Quarterly Changes
Sector Breakdown
Technology0.0% ($1.3669412309011975e+113T)
Industrials0.0% ($97.1M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 13, 2026 | $2.0B | 24 |
| Q3 2025 | Nov 14, 2025 | $1.9T | 24 |
| Q2 2025 | Aug 14, 2025 | $1.7T | 23 |
| Q1 2025 | May 15, 2025 | $1.2T | 23 |
| Q4 2024 | Feb 14, 2025 | $1.5T | 23 |
| Q3 2024 | Nov 14, 2024 | $1471.0T | 23 |
| Q2 2024 | Aug 14, 2024 | $1009.2T | 23 |
| Q1 2024 | May 15, 2024 | $717.0T | 24 |
| Q4 2023 | Feb 14, 2024 | $432.5T | 23 |
| Q3 2023 | Nov 14, 2023 | $373.1T | 20 |
| Q2 2023 | Aug 14, 2023 | $360.1T | 20 |
| Q1 2023 | May 15, 2023 | $329.7T | 20 |
| Q4 2022 | Feb 6, 2023 | $230.2T | 20 |
| Q3 2022 | Oct 21, 2022 | $178.4B | 18 |
| Q2 2022 | Aug 10, 2022 | $184.1B | 17 |
| Q1 2022 | May 13, 2022 | $294.5B | 19 |
| Q4 2021 | Feb 14, 2022 | $367.2B | 20 |
| Q3 2021 | Oct 27, 2021 | $288.8B | 21 |
| Q2 2021 | Aug 5, 2021 | $249.2B | 20 |
| Q1 2021 | Apr 29, 2021 | $246.1B | 22 |
| Q4 2020 | Feb 11, 2021 | $165.8T | 23 |
Fund Information
Analog Century Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.0B across 24 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 6.7% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.