Analog Century Management LP
Analog Century Management LP reported 25 positions worth $2.73B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AMAT (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $158.8M | 5.81% | 219,615 | — | — | |
| ▸ 2 | APH | SH | $142.8M | 5.23% | 809,893 | — | — | |
| ▸ 3 | TSM | SH | $141.6M | 5.18% | 296,487 | — | — | |
| ▸ 4 | MU | SH | $137.5M | 5.03% | 119,129 | — | — | |
| ▸ 5 | NVDA | SH | $135.6M | 4.96% | 677,694 | — | — | |
| ▸ 6 | ONTO | SH | $126.2M | 4.62% | 333,422 | — | — | |
| ▸ 7 | AEIS | SH | $124.1M | 4.54% | 332,945 | — | — | |
| ▸ 8 | ALAB | SH | $122.5M | 4.48% | 253,619 | — | — | |
| ▸ 9 | SIMO | SH | $120.8M | 4.42% | 362,502 | — | — | |
| ▸ 10 | ADI | SH | $114.2M | 4.18% | 287,443 | — | — |
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Frequently Asked Questions
What stocks does Analog Century Management LP hold as of Q2 2026?
Analog Century Management LP reported 25 positions worth $2.73B in its Q2 2026 13F filing. Largest positions: AMAT (5.8%), APH (5.2%), TSM (5.2%), MU (5.0%) and NVDA (5.0%).
What did Analog Century Management LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Analog Century Management LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.