Analog Century Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.9T
Holdings
24
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 754,100 | $140.7B | 7.55% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 405,368 | $113.2B | 6.07% | |
| 3 | GLWCORNING INC | 1,368,477 | $112.3B | 6.02% | |
| 4 | LITELUMENTUM HLDGS INC | 685,710 | $111.6B | 5.99% | |
| 5 | CIENCIENA CORP | 717,741 | $104.6B | 5.61% | |
| 6 | FNFABRINET | 278,931 | $101.7B | 5.46% | |
| 7 | APHAMPHENOL CORP NEW | 809,896 | $100.2B | 5.38% | |
| 8 | AVGOBROADCOM INC | 303,358 | $100.1B | 5.37% | |
| 9 | KLACKLA CORP | 88,256 | $95.2B | 5.11% | |
| 10 | MTSIMACOM TECH SOLUTIONS HLDGS I | 684,774 | $85.2B | 4.57% | |
| 11 | AEISADVANCED ENERGY INDS | 467,301 | $79.5B | 4.27% | |
| 12 | STMSTMICROELECTRONICS N V | 2,780,953 | $78.6B | 4.22% | |
| 13 | MPWRMONOLITHIC PWR SYS INC | 77,591 | $71.4B | 3.83% | |
| 14 | ONON SEMICONDUCTOR CORP | 1,407,903 | $69.4B | 3.73% | |
| 15 | TSEMTOWER SEMICONDUCTOR LTD | 925,202 | $66.9B | 3.59% | |
| 16 | RMBS*RAMBUS INC DEL | 631,343 | $65.8B | 3.53% | |
| 17 | AMATAPPLIED MATLS INC | 315,078 | $64.5B | 3.46% | |
| 18 | MRVLMARVELL TECHNOLOGY INC | 765,656 | $64.4B | 3.45% | |
| 19 | CAMTCAMTEK LTD | 604,259 | $63.5B | 3.41% | |
| 20 | HPEHEWLETT PACKARD ENTERPRISE C | 2,502,012 | $61.4B | 3.30% | |
| 21 | ARWARROW ELECTRS INC | 341,959 | $41.4B | 2.22% | |
| 22 | STSENSATA TECHNOLOGIES HLDG PL | 1,200,636 | $36.7B | 1.97% | |
| 23 | ALGMALLEGRO MICROSYSTEMS INC | 1,174,953 | $34.3B | 1.84% | |
| 24 | LAWCS DISCO INC | 26,496 | $1.1B | 0.06% |