§ 13F · FUND PROFILE
Analog Century Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 24Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2032.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 733K | $136.7T | 6.7% | NEW |
| 2 | LITE | LUMENTUM HLDGS INC | 334K | $123.1T | 6.1% | NEW |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 394K | $119.7T | 5.9% | NEW |
| 4 | NOK | NOKIA CORP | 16.11M | $104.2T | 5.1% | NEW |
| 5 | AMAT | APPLIED MATLS INC | 404K | $103.9T | 5.1% | NEW |
| 6 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 606K | $103.8T | 5.1% | NEW |
| 7 | MU | MICRON TECHNOLOGY INC | 360K | $102.7T | 5.1% | NEW |
| 8 | CIEN | CIENA CORP | 429K | $100.3T | 4.9% | NEW |
| 9 | APH | AMPHENOL CORP NEW | 728K | $98.4T | 4.8% | NEW |
| 10 | AEIS | ADVANCED ENERGY INDS | 464K | $97.1T | 4.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANALOG SIGNAL
AC read
Analog Century Management LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed