13F-HR filed by Analog Century Management LP
Analog Century Management LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 23 holding rows worth $1,706,030,013.
- Accession
- 0001420506-25-002028
- Filer
- CIK 1753384
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 23 entries on the cover page, a total value of $1,706,030,013 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,706,030,013 with VALUE read as dollars as filed, 13F file number 028-20687. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 577,707 | $130,844,858 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 825,433 | $130,410,160 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 377,093 | $103,945,685 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 679,140 | $96,369,966 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 321,814 | $94,832,150 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 942,861 | $93,107,524 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 643,765 | $92,245,087 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 908,135 | $86,327,313 | dollars as filed | |
| KLA CORP | 482480100 | COM | 90,168 | $80,767,084 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 1,475,982 | $77,356,217 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 947,054 | $73,301,980 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 898,981 | $73,114,125 | dollars as filed | |
| CORNING INC | 219350105 | COM | 1,329,189 | $69,902,050 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 2,182,403 | $66,366,875 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 375,437 | $58,609,470 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 69,459 | $57,507,884 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 156,006 | $54,792,427 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 827,102 | $52,951,070 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 618,743 | $52,320,908 | dollars as filed | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 1,371,590 | $46,894,662 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 364,372 | $46,431,924 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 823,548 | $35,700,806 | dollars as filed | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 1,060,438 | $31,929,788 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-002028 | this filing | 2025-08-14 | acceptance time not in the bulk data set |