The Analysis of Analog Century Management LP's Holdings


Currently, Analog Century Management LP holds 24 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in AEIS (+467.3K shares, valued at $79.5M), MPWR (+77.6K shares, valued at $71.4M), AMAT (+315.1K shares, valued at $64.5M); decreased their positions in TSM (-172.3K shares, valued at $48.1M), LITE (-222.4K shares, valued at $36.2M), CIEN (-181.2K shares, valued at $26.4M); initiated new positions in AEIS (+467.3K shares, valued at $79.5M), MPWR (+77.6K shares, valued at $71.4M), AMAT (+315.1K shares, valued at $64.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION754.1K shares-8.64%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD405.4K shares-29.83%2025-09-302025-11-14history
GLW CORNING INC1.4M shares2.96%2025-09-302025-11-14history
LITE LUMENTUM HLDGS INC685.7K shares-24.49%2025-09-302025-11-14history
CIEN CIENA CORP717.7K shares-20.16%2025-09-302025-11-14history
FN FABRINET278.9K shares-13.33%2025-09-302025-11-14history
APH AMPHENOL CORP NEW809.9K shares-14.10%2025-09-302025-11-14history
AVGO BROADCOM INC303.4K shares-19.55%2025-09-302025-11-14history
Sponsored
KLAC KLA CORP88.3K shares-2.12%2025-09-302025-11-14history
MTSI MACOM TECH SOLUTIONS HLDGS I684.8K shares6.37%2025-09-302025-11-14history
AEIS ADVANCED ENERGY INDS467.3K sharesnew addition2025-09-302025-11-14history
STM STMICROELECTRONICS N V2.8M shares27.43%2025-09-302025-11-14history
MPWR MONOLITHIC PWR SYS INC77.6K sharesnew addition2025-09-302025-11-14history
ON ON SEMICONDUCTOR CORP1.4M shares-4.61%2025-09-302025-11-14history
TSEM TOWER SEMICONDUCTOR LTD925.2K shares12.34%2025-09-302025-11-14history
RMBS RAMBUS INC DEL631.3K shares-23.67%2025-09-302025-11-14history
Sponsored
AMAT APPLIED MATLS INC315.1K sharesnew addition2025-09-302025-11-14history
MRVL MARVELL TECHNOLOGY INC765.7K shares-19.15%2025-09-302025-11-14history
CAMT CAMTEK LTD604.3K shares-2.34%2025-09-302025-11-14history
HPE HEWLETT PACKARD ENTERPRISE C2.5M sharesnew addition2025-09-302025-11-14history
ARW ARROW ELECTRS INC342.0K shares-6.15%2025-09-302025-11-14history
ST SENSATA TECHNOLOGIES HLDG PL1.2M shares13.22%2025-09-302025-11-14history
ALGM ALLEGRO MICROSYSTEMS INC1.2M shares-14.34%2025-09-302025-11-14history
LAW CS DISCO INC26.5K sharesnew addition2025-09-302025-11-14history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available