Analog Century Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Analog Century Management LP disclosed 25 US equity positions worth $2.1bn in its Q1 2026 13F filing. The largest position was NVDA at 6.2% of the reported book, followed by LITE and AVGO.
What did Analog Century Management LP own in Q1 2026? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 6.2% | $130.8m | 750,125 | – | |
| 2 | LITE LUMENTUM HLDGS INC | Technology | 5.3% | $110.8m | 157,688 | – | |
| 3 | AVGO BROADCOM INC | Technology | 5.2% | $109.6m | 354,061 | – | |
| 4 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 5.1% | $106.5m | 927,023 | – | |
| 5 | AEIS ADVANCED ENERGY INDS | Industrials | 5.0% | $104.8m | 324,651 | – | |
| 6 | ARM ARM HOLDINGS PLC | Technology | 5.0% | $104.6m | 691,364 | – | |
| 7 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4.9% | $102.4m | 302,885 | – | |
| 8 | APH AMPHENOL CORP | Technology | 4.7% | $98.7m | 780,955 | – | |
| 9 | MTSI MACOM TECH SOLUTIONS HLDGS I | Technology | 4.6% | $96.9m | 436,346 | – | |
| 10 | MSI MOTOROLA SOLUTIONS INC | Technology | 4.6% | $96.4m | 222,108 | – | |
| 11 | CIEN CIENA CORP | Technology | 4.6% | $96.1m | 247,412 | – | |
| 12 | AMAT APPLIED MATLS INC | Technology | 4.6% | $95.4m | 278,994 | – | |
| 13 | VIAV VIAVI SOLUTIONS INC | Technology | 4.4% | $91.9m | 2,762,418 | – | |
| 14 | FN FABRINET | Technology | 4.3% | $89.4m | 171,493 | – | |
| 15 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 4.1% | $86.6m | 3,635,167 | – | |
| 16 | NOK NOKIA CORP | Technology | 4.0% | $84.4m | 10,494,766 | – | |
| 17 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 3.9% | $81.3m | 463,022 | – | |
| 18 | STM STMICROELECTRONICS N V | Technology | 3.9% | $80.6m | 2,334,005 | – | |
| 19 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 2.9% | $60.5m | 538,748 | – | |
| 20 | ALAB ASTERA LABS INC | Technology | 2.6% | $55.3m | 504,301 | – | |
| 21 | LFUS LITTELFUSE INC | Technology | 2.5% | $52.3m | 153,997 | – | |
| 22 | SENSATA TECHNOLOGIES HLDG PL | 2.5% | $51.7m | 1,468,566 | – | ||
| 23 | MU MICRON TECHNOLOGY INC | Technology | 2.3% | $48.7m | 144,010 | – | |
| 24 | MRVL MARVELL TECHNOLOGY INC | Technology | 1.8% | $37.8m | 381,455 | – | |
| 25 | SNDK SANDISK CORP | Technology | 1.0% | $21.2m | 33,352 | – |
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.