Holdings of Analog Century Management LP
22 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 56.7 % of the equity sleeve
Sector breakdown
- Technology 67.2 %
- Unattributed 32.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 76.9 %
- GB 5.6 %
- TW 5.5 %
- FI 4.5 %
- NL 4.3 %
- KY 3.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 17 | 1.4B $ | 76.90 % |
| 2 | GB | 1 | 104.6M $ | 5.59 % |
| 3 | TW | 1 | 102.4M $ | 5.47 % |
| 4 | FI | 1 | 84.4M $ | 4.51 % |
| 5 | NL | 1 | 80.6M $ | 4.31 % |
| 6 | KY | 1 | 60.5M $ | 3.23 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 750,125 | 130.8M $ | |
| 2 | Lumentum Holdings Inc | 157,688 | 110.8M $ | |
| 3 | Broadcom Inc | 354,061 | 109.6M $ | |
| 4 | Akamai Technologies Inc | 927,023 | 106.5M $ | |
| 5 | Advanced Energy Industries Inc | 324,651 | 104.8M $ | |
| 6 | ARM Holdings PLC | 691,364 | 104.6M $ | |
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | 302,885 | 102.4M $ | |
| 8 | Amphenol Corp | 780,955 | 98.7M $ | |
| 9 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 436,346 | 96.9M $ | |
| 10 | Motorola Solutions Inc | 222,108 | 96.4M $ | |
| 11 | Ciena Corp | 247,412 | 96.1M $ | |
| 12 | Applied Materials Inc | 278,994 | 95.4M $ | |
| 13 | Viavi Solutions Inc | 2,762,418 | 91.9M $ | |
| 14 | Hewlett Packard Enterprise Co | 3,635,167 | 86.6M $ | |
| 15 | Nokia Oyj | 10,494,766 | 84.4M $ | |
| 16 | STMicroelectronics NV | 2,334,005 | 80.6M $ | |
| 17 | Silicon Motion Technology Corp | 538,748 | 60.5M $ | |
| 18 | Astera Labs Inc | 504,301 | 55.3M $ | |
| 19 | Littelfuse Inc | 153,997 | 52.3M $ | |
| 20 | Micron Technology Inc | 144,010 | 48.7M $ | |
| 21 | Marvell Technology Inc | 381,455 | 37.8M $ | |
| 22 | Sandisk Corp/DE | 33,352 | 21.2M $ |