Analog Century Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.7T
Holdings
23
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 577,707 | $130.8B | 7.67% | |
| 2 | NVDANVIDIA CORPORATION | 825,433 | $130.4B | 7.64% | |
| 3 | AVGOBROADCOM INC | 377,093 | $103.9B | 6.09% | |
| 4 | AMDADVANCED MICRO DEVICES INC | 679,140 | $96.4B | 5.65% | |
| 5 | FNFABRINET | 321,814 | $94.8B | 5.56% | |
| 6 | APHAMPHENOL CORP NEW | 942,861 | $93.1B | 5.46% | |
| 7 | MTSIMACOM TECH SOLUTIONS HLDGS I | 643,765 | $92.2B | 5.41% | |
| 8 | LITELUMENTUM HLDGS INC | 908,135 | $86.3B | 5.06% | |
| 9 | KLACKLA CORP | 90,168 | $80.8B | 4.73% | |
| 10 | ONON SEMICONDUCTOR CORP | 1,475,982 | $77.4B | 4.53% | |
| 11 | MRVLMARVELL TECHNOLOGY INC | 947,054 | $73.3B | 4.30% | |
| 12 | CIENCIENA CORP | 898,981 | $73.1B | 4.29% | |
| 13 | GLWCORNING INC | 1,329,189 | $69.9B | 4.10% | |
| 14 | STMSTMICROELECTRONICS N V | 2,182,403 | $66.4B | 3.89% | |
| 15 | CLSCELESTICA INC | 375,437 | $58.6B | 3.44% | |
| 16 | AXONAXON ENTERPRISE INC | 69,459 | $57.5B | 3.37% | |
| 17 | AKXANSYS INC | 156,006 | $54.8B | 3.21% | |
| 18 | RMBS*RAMBUS INC DEL | 827,102 | $53.0B | 3.10% | |
| 19 | CAMTCAMTEK LTD | 618,743 | $52.3B | 3.07% | |
| 20 | ALGMALLEGRO MICROSYSTEMS INC | 1,371,590 | $46.9B | 2.75% | |
| 21 | ARWARROW ELECTRS INC | 364,372 | $46.4B | 2.72% | |
| 22 | TSEMTOWER SEMICONDUCTOR LTD | 823,548 | $35.7B | 2.09% | |
| 23 | STSENSATA TECHNOLOGIES HLDG PL | 1,060,438 | $31.9B | 1.87% |