Back to Analog Century Management LP
Q2 2026 13F filing
Updated 27 days ago25 disclosed positions worth $2.7B
Portfolio value
$2.7B
Total holdings
25
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMAT APPLIED MATERIAL ORD | $158.8M | 219.6K | 5.81% | — |
| 2 | A APH AMPHENOL CL A ORD | $142.8M | 809.9K | 5.23% | — |
| 3 | T TSMWF TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $141.6M | 296.5K | 5.18% | — |
| 4 | M MU MICRON TECHNOLOGY ORD | $137.5M | 119.1K | 5.03% | — |
| 5 | N NVDA NVIDIA ORD | $135.6M | 677.7K | 4.96% | — |
| 6 | O ONTO ONTO INNOVATION ORD | $126.2M | 333.4K | 4.62% | — |
| 7 | A AEIS ADVANCED ENERGY INDUSTRIES ORD | $124.1M | 332.9K | 4.54% | — |
| 8 | A ALAB ASTERA LABS ORD | $122.5M | 253.6K | 4.48% | — |
| 9 | S SIMO SILICON MOTION TECHNO ADR REP 4 ORD | $120.8M | 362.5K | 4.42% | — |
| 10 | A ADI ANALOG DEVICES ORD | $114.2M | 287.4K | 4.18% | — |
| 11 | M MTSI MACOM TECHNOLOGY SOLUTIONS ORD | $112.7M | 296.3K | 4.13% | — |
| 12 | C CIEN CIENA ORD | $111M | 226.2K | 4.06% | — |
| 13 | T TTMI TTM TECHNOLOGIES ORD | $109.5M | 585.4K | 4.01% | — |
| 14 | L LITE LUMENTUM HOLDINGS ORD | $109M | 127.1K | 3.99% | — |
| 15 | V VIAV VIAVI SOLUTIONS ORD | $108.3M | 2.27M | 3.96% | — |
| 16 | H HPE-PC HEWLETT PACKARD ENTERPRISE ORD | $105.7M | 2.34M | 3.87% | — |
| 17 | M MRVL MARVELL TECHNOLOGY ORD | $104.1M | 349.6K | 3.81% | — |
| 18 | A AVGO BROADCOM ORD | $98.4M | 260.5K | 3.60% | — |
| 19 | N NBIS NEBIUS CL A ORD | $98.4M | 356.2K | 3.60% | — |
| 20 | N NSIT INSIGHT ENTERPRISES ORD | $94M | 772.0K | 3.44% | — |
| 21 | T TSEM TOWER SEMICONDUCTOR ORD | $93.8M | 359.8K | 3.43% | — |
| 22 | S STMEF STMICROELECTRONICS ADR | $77.2M | 1.03M | 2.83% | — |
| 23 | S SNDK SANDISK ORD | $65.8M | 28.9K | 2.41% | — |
| 24 | F FN FABRINET ORD | $63.3M | 112.7K | 2.32% | — |
| 25 | M MSI MOTOROLA SOLUTIONS ORD | $56.8M | 136.7K | 2.08% | — |