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Analog Century Management LP

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13F filer, CIK 1753384, NEW YORK, NY

Analog Century Management LP reported $1,862,547,441 across 23 holdings for the quarter ended 2025-09-30, in a 13F-HR/A filed 2025-11-17. Its ten largest share positions make up 57.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001420506-25-003458

Period
2025-09-30
Reported value
$1.86B
Holdings
23
Top 10 weight
57.17%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AEISnew+467,301$79.5M
MPWRnew+77,591$71.4M
AMATnew+315,078$64.5M
HPEnew+2,502,012$61.4M
STMadded+598,550$16.9M

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
AMDexited-679,140-$96.4M
CLSexited-375,437-$58.6M
AXONexited-69,459-$57.5M
ANSYS INCexited-156,006-$54.8M
TSMreduced-172,339-$48.1M

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, Q3 2025

Share positions as resolved from 13F-HR/A 0001420506-25-003458, largest first. % of portfolio is the value over $1,862,547,441, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,871 shares; 2024Q4: 783,001 shares; 2025Q1: 811,016 shares; 2025Q2: 825,433 shares; 2025Q3: 754,100 shares 754,100$141M7.55%-71,333Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,428 shares; 2024Q4: 506,863 shares; 2025Q1: 529,457 shares; 2025Q2: 577,707 shares; 2025Q3: 405,368 shares 405,368$113M6.08%-172,339Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,329,189 shares; 2025Q3: 1,368,477 shares 1,368,477$112M6.03%+39,288Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 968,039 shares; 2025Q2: 908,135 shares; 2025Q3: 685,710 shares 685,710$112M5.99%-222,425Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756,032 shares; 2024Q4: 632,802 shares; 2025Q1: 841,311 shares; 2025Q2: 898,981 shares; 2025Q3: 717,741 shares 717,741$105M5.61%-181,240Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,979 shares; 2024Q4: 316,662 shares; 2025Q1: 328,725 shares; 2025Q2: 321,814 shares; 2025Q3: 278,931 shares 278,931$102M5.46%-42,883Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274,628 shares; 2024Q4: 1,306,011 shares; 2025Q1: 1,177,067 shares; 2025Q2: 942,861 shares; 2025Q3: 809,896 shares 809,896$100M5.38%-132,965Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,691 shares; 2024Q4: 417,426 shares; 2025Q1: 451,035 shares; 2025Q2: 377,093 shares; 2025Q3: 303,358 shares 303,358$100M5.37%-73,735Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,785 shares; 2024Q4: 103,018 shares; 2025Q1: 93,059 shares; 2025Q2: 90,168 shares; 2025Q3: 88,256 shares 88,256$95.2M5.11%-1,912Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,320 shares; 2024Q4: 462,361 shares; 2025Q1: 577,893 shares; 2025Q2: 643,765 shares; 2025Q3: 684,774 shares 684,774$85.2M4.58%+41,009Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467,301 shares 467,301$79.5M4.27%newTimeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447,597 shares; 2024Q4: not reported; 2025Q1: 1,589,804 shares; 2025Q2: 2,182,403 shares; 2025Q3: 2,780,953 shares 2,780,953$78.6M4.22%+598,550Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,591 shares 77,591$71.4M3.84%newTimeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067,742 shares; 2024Q4: 1,116,581 shares; 2025Q1: 1,135,587 shares; 2025Q2: 1,475,982 shares; 2025Q3: 1,407,903 shares 1,407,903$69.4M3.73%-68,079Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880,137 shares; 2024Q4: 793,439 shares; 2025Q1: 790,279 shares; 2025Q2: 823,548 shares; 2025Q3: 925,202 shares 925,202$66.9M3.59%+101,654Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 825,288 shares; 2025Q1: 680,113 shares; 2025Q2: 827,102 shares; 2025Q3: 631,343 shares 631,343$65.8M3.53%-195,759Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,545 shares; 2024Q4: 364,803 shares; 2025Q1: 326,381 shares; 2025Q2: not reported; 2025Q3: 315,078 shares 315,078$64.5M3.46%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,076 shares; 2024Q4: 735,573 shares; 2025Q1: 656,961 shares; 2025Q2: 947,054 shares; 2025Q3: 765,656 shares 765,656$64.4M3.46%-181,398Timeline
CAMTCAMTEK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 618,743 shares; 2025Q3: 604,259 shares 604,259$63.5M3.41%-14,484Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,502,012 shares 2,502,012$61.4M3.3%newTimeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,323 shares; 2024Q4: 411,610 shares; 2025Q1: 338,023 shares; 2025Q2: 364,372 shares; 2025Q3: 341,959 shares 341,959$41.4M2.22%-22,413Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306,002 shares; 2024Q4: 1,353,206 shares; 2025Q1: 1,301,636 shares; 2025Q2: 1,060,438 shares; 2025Q3: 1,200,636 shares 1,200,636$36.7M1.97%+140,198Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709,448 shares; 2024Q4: 2,001,438 shares; 2025Q1: 1,932,170 shares; 2025Q2: 1,371,590 shares; 2025Q3: 1,174,953 shares 1,174,953$34.3M1.84%-196,637Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
AMDADVANCED MICRO DEVICES INC679,140$96.4Mshares
CLSCELESTICA INC375,437$58.6Mshares
AXONAXON ENTERPRISE INC69,459$57.5Mshares
ANSYS INCANSYS INC156,006$54.8Mshares

How Q3 2025 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 0001420506-25-003222 superseded2025-11-14acceptance time not in the bulk data set
13F-HR/A 0001420506-25-003458 baserestatement2025-11-17acceptance time not in the bulk data set