Analog Century Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Analog Century Management LP disclosed 23 US equity positions worth $1.9bn in its Q3 2025 13F filing. The largest position was NVDA at 7.6% of the reported book, followed by TSM and GLW. Against the Q2 2025 filing, it opened 4 new positions, added to 5 and reduced 14 among the top 23 holdings.
What did Analog Century Management LP own in Q3 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 7.6% | $140.7m | 754,100 | -9% | reduced |
| 2 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 6.1% | $113.2m | 405,368 | -30% | reduced |
| 3 | GLW CORNING INC | Technology | 6.0% | $112.3m | 1,368,477 | 3% | added |
| 4 | LITE LUMENTUM HLDGS INC | Technology | 6.0% | $111.6m | 685,710 | -24% | reduced |
| 5 | CIEN CIENA CORP | Technology | 5.6% | $104.6m | 717,741 | -20% | reduced |
| 6 | FN FABRINET | Technology | 5.5% | $101.7m | 278,931 | -13% | reduced |
| 7 | APH AMPHENOL CORP NEW | Technology | 5.4% | $100.2m | 809,896 | -14% | reduced |
| 8 | AVGO BROADCOM INC | Technology | 5.4% | $100.1m | 303,358 | -20% | reduced |
| 9 | KLAC KLA CORP | Technology | 5.1% | $95.2m | 88,256 | -2% | reduced |
| 10 | MTSI MACOM TECH SOLUTIONS HLDGS I | Technology | 4.6% | $85.2m | 684,774 | 6% | added |
| 11 | AEIS ADVANCED ENERGY INDS | Industrials | 4.3% | $79.5m | 467,301 | – | new |
| 12 | STM STMICROELECTRONICS N V | Technology | 4.2% | $78.6m | 2,780,953 | 27% | added |
| 13 | MPWR MONOLITHIC PWR SYS INC | Technology | 3.8% | $71.4m | 77,591 | – | new |
| 14 | ON ON SEMICONDUCTOR CORP | Technology | 3.7% | $69.4m | 1,407,903 | -5% | reduced |
| 15 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 3.6% | $66.9m | 925,202 | 12% | added |
| 16 | RMBS RAMBUS INC DEL | Technology | 3.5% | $65.8m | 631,343 | -24% | reduced |
| 17 | AMAT APPLIED MATLS INC | Technology | 3.5% | $64.5m | 315,078 | – | new |
| 18 | MRVL MARVELL TECHNOLOGY INC | Technology | 3.5% | $64.4m | 765,656 | -19% | reduced |
| 19 | CAMT CAMTEK LTD | Technology | 3.4% | $63.5m | 604,259 | -2% | reduced |
| 20 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 3.3% | $61.4m | 2,502,012 | – | new |
| 21 | ARW ARROW ELECTRS INC | Technology | 2.2% | $41.4m | 341,959 | -6% | reduced |
| 22 | SENSATA TECHNOLOGIES HLDG PL | 2.0% | $36.7m | 1,200,636 | 13% | added | |
| 23 | ALGM ALLEGRO MICROSYSTEMS INC | Technology | 1.8% | $34.3m | 1,174,953 | -14% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.