Analog Century Management LP
CIK 0001753384 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.73B
2026 Q2
Positions
25
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMAT
APPLIED MATERIAL ORD
5.8%
APH
AMPHENOL CL A ORD
5.2%
TSM
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD
5.2%
MU
MICRON TECHNOLOGY ORD
5.0%
NVDA
NVIDIA ORD
5.0%
ONTO
ONTO INNOVATION ORD
4.6%
AEIS
ADVANCED ENERGY INDUSTRIES ORD
4.5%
ALAB
ASTERA LABS ORD
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.