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Analog Century Management LP

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13F filer, CIK 1753384, NEW YORK, NY

Analog Century Management LP reported $2,732,038,915 across 25 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 48.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001828

Period
2026-06-30
Reported value
$2.73B
Holdings
25
Top 10 weight
48.47%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ONTOnew+333,422$126M
ADInew+287,443$114M
TTMInew+585,401$109M
NBISnew+356,181$98.4M
NSITnew+771,966$94M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ALABreduced-250,682-$121M
AKAMexited-927,023-$106M
ARMexited-691,364-$105M
STMreduced-1,303,306-$97.6M
NOKexited-10,494,766-$84.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001828, largest first. % of portfolio is the value over $2,732,038,915, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,545 shares; 2024Q4: 364,803 shares; 2025Q1: 326,381 shares; 2025Q2: not reported; 2025Q3: 315,078 shares; 2025Q4: 404,442 shares; 2026Q1: 278,994 shares; 2026Q2: 219,615 shares 219,615$159M5.81%-59,379Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274,628 shares; 2024Q4: 1,306,011 shares; 2025Q1: 1,177,067 shares; 2025Q2: 942,861 shares; 2025Q3: 809,896 shares; 2025Q4: 728,059 shares; 2026Q1: 780,955 shares; 2026Q2: 809,893 shares 809,893$143M5.23%+28,938Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493,428 shares; 2024Q4: 506,863 shares; 2025Q1: 529,457 shares; 2025Q2: 577,707 shares; 2025Q3: 405,368 shares; 2025Q4: 394,038 shares; 2026Q1: 302,885 shares; 2026Q2: 296,487 shares 296,487$142M5.18%-6,398Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359,680 shares; 2026Q1: 144,010 shares; 2026Q2: 119,129 shares 119,129$138M5.03%-24,881Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771,871 shares; 2024Q4: 783,001 shares; 2025Q1: 811,016 shares; 2025Q2: 825,433 shares; 2025Q3: 754,100 shares; 2025Q4: 732,949 shares; 2026Q1: 750,125 shares; 2026Q2: 677,694 shares 677,694$136M4.96%-72,431Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333,422 shares 333,422$126M4.62%newTimeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467,301 shares; 2025Q4: 463,939 shares; 2026Q1: 324,651 shares; 2026Q2: 332,945 shares 332,945$124M4.54%+8,294Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 906,377 shares; 2024Q4: 530,558 shares; 2025Q1: 707,130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 309,013 shares; 2026Q1: 504,301 shares; 2026Q2: 253,619 shares 253,619$123M4.48%-250,682Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538,748 shares; 2026Q2: 362,502 shares 362,502$121M4.42%-176,246Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287,443 shares 287,443$114M4.18%newTimeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534,320 shares; 2024Q4: 462,361 shares; 2025Q1: 577,893 shares; 2025Q2: 643,765 shares; 2025Q3: 684,774 shares; 2025Q4: 606,169 shares; 2026Q1: 436,346 shares; 2026Q2: 296,293 shares 296,293$113M4.13%-140,053Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756,032 shares; 2024Q4: 632,802 shares; 2025Q1: 841,311 shares; 2025Q2: 898,981 shares; 2025Q3: 717,741 shares; 2025Q4: 428,787 shares; 2026Q1: 247,412 shares; 2026Q2: 226,198 shares 226,198$111M4.06%-21,214Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 585,401 shares 585,401$109M4.01%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 968,039 shares; 2025Q2: 908,135 shares; 2025Q3: 685,710 shares; 2025Q4: 333,949 shares; 2026Q1: 157,688 shares; 2026Q2: 127,088 shares 127,088$109M3.99%-30,600Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,762,418 shares; 2026Q2: 2,267,067 shares 2,267,067$108M3.96%-495,351Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,502,012 shares; 2025Q4: 2,716,725 shares; 2026Q1: 3,635,167 shares; 2026Q2: 2,342,236 shares 2,342,236$106M3.87%-1,292,931Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236,076 shares; 2024Q4: 735,573 shares; 2025Q1: 656,961 shares; 2025Q2: 947,054 shares; 2025Q3: 765,656 shares; 2025Q4: not reported; 2026Q1: 381,455 shares; 2026Q2: 349,599 shares 349,599$104M3.81%-31,856Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,691 shares; 2024Q4: 417,426 shares; 2025Q1: 451,035 shares; 2025Q2: 377,093 shares; 2025Q3: 303,358 shares; 2025Q4: 260,894 shares; 2026Q1: 354,061 shares; 2026Q2: 260,516 shares 260,516$98.4M3.6%-93,545Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 356,181 shares 356,181$98.4M3.6%newTimeline
NSITINSIGHT ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 771,966 shares 771,966$94M3.44%newTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880,137 shares; 2024Q4: 793,439 shares; 2025Q1: 790,279 shares; 2025Q2: 823,548 shares; 2025Q3: 925,202 shares; 2025Q4: 811,470 shares; 2026Q1: 463,022 shares; 2026Q2: 359,758 shares 359,758$93.8M3.43%-103,264Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447,597 shares; 2024Q4: not reported; 2025Q1: 1,589,804 shares; 2025Q2: 2,182,403 shares; 2025Q3: 2,780,953 shares; 2025Q4: not reported; 2026Q1: 2,334,005 shares; 2026Q2: 1,030,699 shares 1,030,699$77.2M2.83%-1,303,306Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,352 shares; 2026Q2: 28,939 shares 28,939$65.8M2.41%-4,413Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,979 shares; 2024Q4: 316,662 shares; 2025Q1: 328,725 shares; 2025Q2: 321,814 shares; 2025Q3: 278,931 shares; 2025Q4: 173,298 shares; 2026Q1: 171,493 shares; 2026Q2: 112,696 shares 112,696$63.3M2.32%-58,797Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,485 shares; 2026Q1: 222,108 shares; 2026Q2: 136,714 shares 136,714$56.8M2.08%-85,394Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AKAMAKAMAI TECHNOLOGIES INC927,023$106Mshares
ARMARM HOLDINGS PLC691,364$105Mshares
NOKNOKIA CORP10,494,766$84.4Mshares
LFUSLITTELFUSE INC153,997$52.3Mshares
STSENSATA TECHNOLOGIES HLDG PL1,468,566$51.7Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001828 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001420506-26-001828 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001420506-26-001142 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001420506-26-000391 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR/A 0001420506-25-003458 Quarter ended 2025-09-302025-11-17acceptance time not in the bulk data set
13F-HR 0001420506-25-003222 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001420506-25-002028 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001420506-25-001171 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001420506-25-000491 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001420506-24-002481 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001753384-24-000008 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001753384-24-000004 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001753384-24-000002 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001753384-23-000009 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001753384-23-000007 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001753384-23-000005 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001753384-23-000003 Quarter ended 2022-12-312023-02-06acceptance time not in the bulk data set
13F-HR 0001753384-22-000009 Quarter ended 2022-09-302022-10-21acceptance time not in the bulk data set
13F-HR 0001753384-22-000007 Quarter ended 2022-06-302022-08-10acceptance time not in the bulk data set
13F-HR 0001753384-22-000005 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001753384-22-000003 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001753384-21-000011 Quarter ended 2021-09-302021-10-27acceptance time not in the bulk data set
13F-HR 0001753384-21-000009 Quarter ended 2021-06-302021-08-05acceptance time not in the bulk data set
13F-HR 0001753384-21-000007 Quarter ended 2021-03-312021-04-29acceptance time not in the bulk data set
13F-HR/A 0001753384-21-000005 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001753926-21-000043 Quarter ended 2020-12-312021-02-11acceptance time not in the bulk data set