§ 13F · FUND PROFILE
Analog Century Management LP.
AUM · $1.9B (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$542M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIAL ORD | 220K | $159M | 5.8% | −21% |
| 2 | APH | AMPHENOL CL A ORD | 810K | $143M | 5.2% | +4% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 296K | $142M | 5.2% | −2% |
| 4 | MU | MICRON TECHNOLOGY ORD | 119K | $138M | 5.0% | −17% |
| 5 | NVDA | NVIDIA ORD | 678K | $136M | 5.0% | −10% |
| 6 | ONTO | ONTO INNOVATION ORD | 333K | $126M | 4.6% | NEW |
| 7 | AEIS | ADVANCED ENERGY INDUSTRIES ORD | 333K | $124M | 4.5% | +3% |
| 8 | ALAB | ASTERA LABS ORD | 254K | $123M | 4.5% | −50% |
| 9 | SIMO | SILICON MOTION TECHNO ADR REP 4 ORD | 363K | $121M | 4.4% | −33% |
| 10 | ADI | ANALOG DEVICES ORD | 287K | $114M | 4.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANALOG SIGNAL
AC read
Analog Century Management LP is a Other fund managing $1.9 billion in assets. The fund runs a focused portfolio of just 23 positions.
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