13F-HR filed by Analog Century Management LP
Analog Century Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 24 holding rows worth $2,032,503,334.
- Accession
- 0001420506-26-000391
- Filer
- CIK 1753384
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 24 entries on the cover page, a total value of $2,032,503,334 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,032,503,334 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 |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 732,949 | $136,694,989 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 333,949 | $123,090,262 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 394,038 | $119,744,208 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 16,111,905 | $104,244,025 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 404,442 | $103,937,550 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 606,169 | $103,824,626 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 359,680 | $102,656,269 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 428,787 | $100,280,416 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 728,059 | $98,389,893 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 463,939 | $97,134,908 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 811,470 | $95,282,807 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 260,894 | $90,295,413 | dollars as filed | |
| KLA CORP | 482480100 | COM | 71,648 | $87,058,052 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 173,298 | $78,899,113 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 693,720 | $73,773,653 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 185,485 | $71,100,110 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 294,566 | $67,016,711 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 2,716,725 | $65,255,735 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 70,723 | $64,100,498 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 1,085,296 | $58,768,778 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 309,013 | $51,407,403 | dollars as filed | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 1,890,072 | $49,860,099 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 401,726 | $46,913,562 | dollars as filed | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 1,284,898 | $42,774,254 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-000391 | this filing | 2026-02-13 | acceptance time not in the bulk data set |