13F-HR filed by Analog Century Management LP
Analog Century Management LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 24 holding rows worth $1,863,683,904.
- Accession
- 0001420506-25-003222
- Filer
- CIK 1753384
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 24 entries on the cover page, a total value of $1,863,683,904 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,863,683,904 with VALUE read as dollars as filed, 13F file number 028-20687. A later restatement replaced it, so the quarter does not use it. 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 |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 754,100 | $140,699,978 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 405,368 | $113,215,229 | dollars as filed | |
| CORNING INC | 219350105 | COM | 1,368,477 | $112,256,168 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 685,710 | $111,571,874 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 717,741 | $104,553,331 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 278,931 | $101,703,821 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 809,896 | $100,224,630 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 303,358 | $100,080,838 | dollars as filed | |
| KLA CORP | 482480100 | COM | 88,256 | $95,192,922 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 684,774 | $85,247,515 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 467,301 | $79,506,592 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 2,780,953 | $78,589,732 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 77,591 | $71,433,378 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 1,407,903 | $69,423,697 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 925,202 | $66,892,105 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 631,343 | $65,785,941 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 315,078 | $64,509,070 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 765,656 | $64,368,700 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 604,259 | $63,477,408 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 2,502,012 | $61,449,415 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 341,959 | $41,377,039 | dollars as filed | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 1,200,636 | $36,679,430 | dollars as filed | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 1,174,953 | $34,308,628 | dollars as filed | |
| CS DISCO INC | 126327105 | COM | 26,496 | $1,136,463 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-003222 | this filing | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001420506-25-003458 | base | 2025-11-17 | acceptance time not in the bulk data set |