Analog Century Management Lp Portfolio Stock Holdings
Analog Century Management Lp disclosed 25 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, LUMENTUM HLDGS INC, and BROADCOM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 25
- Portfolio Value
- $2.1B
Holdings by Sector
Analog Century Management Lp Portfolio Holdings in Q1 2026
24 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 6.25% | 750,125 | +17,176 | +2.34% | $130,821,800 |
| LUMENTUM HLDGS INC | LITE | Technology | 5.29% | 157,688 | -176,261 | -52.78% | $110,816,819 |
| BROADCOM INC | AVGO | Technology | 5.23% | 354,061 | +93,167 | +35.71% | $109,585,420 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 5.08% | 927,023 | +927,023 | +100.00% | $106,468,592 |
| ADVANCED ENERGY INDS | AEIS | Industrials | 5.00% | 324,651 | -139,288 | -30.02% | $104,768,124 |
| ARM HOLDINGS PLC | ARM | Technology | 4.99% | 691,364 | +691,364 | +100.00% | $104,589,546 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.89% | 302,885 | -91,153 | -23.13% | $102,359,986 |
| AMPHENOL CORP | APH | Technology | 4.71% | 780,955 | +52,896 | +7.27% | $98,673,664 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 4.63% | 436,346 | -169,823 | -28.02% | $96,899,356 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 4.60% | 222,108 | +36,623 | +19.74% | $96,388,209 |
| CIENA CORP | CIEN | Technology | 4.59% | 247,412 | -181,375 | -42.30% | $96,052,761 |
| APPLIED MATLS INC | AMAT | Technology | 4.55% | 278,994 | -125,448 | -31.02% | $95,357,359 |
| VIAVI SOLUTIONS INC | VIAV | Technology | 4.39% | 2,762,418 | +2,762,418 | +100.00% | $91,933,271 |
| FABRINET | FN | Other | 4.27% | 171,493 | -1,805 | -1.04% | $89,437,029 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 4.13% | 3,635,167 | +918,442 | +33.81% | $86,553,326 |
| NOKIA CORP | NOK | Technology | 4.03% | 10,494,766 | -5,617,139 | -34.86% | $84,377,919 |
| STMICROELECTRONICS N V | STM | Technology | 3.85% | 2,334,005 | +2,334,005 | +100.00% | $80,639,873 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 2.89% | 538,748 | +538,748 | +100.00% | $60,496,013 |
| ASTERA LABS INC | ALAB | Technology | 2.64% | 504,301 | +195,288 | +63.20% | $55,271,390 |
| LITTELFUSE INC | LFUS | Technology | 2.50% | 153,997 | +153,997 | +100.00% | $52,258,882 |
| SENSATA TECHNOLOGIES HLDG PL | ST | Other | 2.47% | 1,468,566 | +183,668 | +14.29% | $51,722,895 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.32% | 144,010 | -215,670 | -59.96% | $48,652,338 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.80% | 381,455 | +381,455 | +100.00% | $37,783,118 |
| SANDISK CORP | SNDK | Other | 1.01% | 33,352 | +33,352 | +100.00% | $21,189,860 |