Analog Century Management LP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$2.0B
Holdings
24
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 732,949 | $136.7M | 6.73% | |
| 2 | LITELUMENTUM HLDGS INC | 333,949 | $123.1M | 6.06% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 394,038 | $119.7M | 5.89% | |
| 4 | NOKNOKIA CORP | 16,111,905 | $104.2M | 5.13% | |
| 5 | AMATAPPLIED MATLS INC | 404,442 | $103.9M | 5.11% | |
| 6 | MTSIMACOM TECH SOLUTIONS HLDGS I | 606,169 | $103.8M | 5.11% | |
| 7 | MUMICRON TECHNOLOGY INC | 359,680 | $102.7M | 5.05% | |
| 8 | CIENCIENA CORP | 428,787 | $100.3M | 4.93% | |
| 9 | APHAMPHENOL CORP NEW | 728,059 | $98.4M | 4.84% | |
| 10 | AEISADVANCED ENERGY INDS | 463,939 | $97.1M | 4.78% | |
| 11 | TSEMTOWER SEMICONDUCTOR LTD | 811,470 | $95.3M | 4.69% | |
| 12 | AVGOBROADCOM INC | 260,894 | $90.3M | 4.44% | |
| 13 | KLACKLA CORP | 71,648 | $87.1M | 4.28% | |
| 14 | FNFABRINET | 173,298 | $78.9M | 3.88% | |
| 15 | CAMTCAMTEK LTD | 693,720 | $73.8M | 3.63% | |
| 16 | MSIMOTOROLA SOLUTIONS INC | 185,485 | $71.1M | 3.50% | |
| 17 | TELTE CONNECTIVITY PLC | 294,566 | $67.0M | 3.30% | |
| 18 | HPEHEWLETT PACKARD ENTERPRISE C | 2,716,725 | $65.3M | 3.21% | |
| 19 | MPWRMONOLITHIC PWR SYS INC | 70,723 | $64.1M | 3.15% | |
| 20 | ONON SEMICONDUCTOR CORP | 1,085,296 | $58.8M | 2.89% | |
| 21 | ALABASTERA LABS INC | 309,013 | $51.4M | 2.53% | |
| 22 | ALGMALLEGRO MICROSYSTEMS INC | 1,890,072 | $49.9M | 2.45% | |
| 23 | OLEDUNIVERSAL DISPLAY CORP | 401,726 | $46.9M | 2.31% | |
| 24 | STSENSATA TECHNOLOGIES HLDG PL | 1,284,898 | $42.8M | 2.10% |