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Analog Century Management LP

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13F filer, CIK 1753384, NEW YORK, NY

Analog Century Management LP reported $2,094,348,651 across 25 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 50.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001142

Period
2026-03-31
Reported value
$2.09B
Holdings
25
Top 10 weight
50.68%
New
8
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AKAMnew+927,023$106M
ARMnew+691,364$105M
VIAVnew+2,762,418$91.9M
STMnew+2,334,005$80.6M
SIMOnew+538,748$60.5M

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
LITEreduced-176,261-$124M
KLACexited-71,648-$87.1M
CAMTexited-693,720-$73.8M
MUreduced-215,670-$72.9M
CIENreduced-181,375-$70.4M

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, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-001142, largest first. % of portfolio is the value over $2,094,348,651, 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; 2024Q2: restricted; 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 750,125$131M6.25%+17,176Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 157,688$111M5.29%-176,261Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 354,061$110M5.23%+93,167Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927,023 shares 927,023$106M5.08%newTimeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467,301 shares; 2025Q4: 463,939 shares; 2026Q1: 324,651 shares 324,651$105M5%-139,288Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691,364 shares 691,364$105M4.99%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 302,885$102M4.89%-91,153Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 728,059 shares; 2026Q1: 780,955 shares 780,955$98.7M4.71%+52,896Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 436,346$96.9M4.63%-169,823Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,485 shares; 2026Q1: 222,108 shares 222,108$96.4M4.6%+36,623Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 247,412$96.1M4.59%-181,375Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 278,994$95.4M4.55%-125,448Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,762,418 shares 2,762,418$91.9M4.39%newTimeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 171,493$89.4M4.27%-1,805Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,635,167$86.6M4.13%+918,442Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,111,905 shares; 2026Q1: 10,494,766 shares 10,494,766$84.4M4.03%-5,617,139Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 463,022$81.3M3.88%-348,448Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: not reported; 2026Q1: 2,334,005 shares 2,334,005$80.6M3.85%newTimeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538,748 shares 538,748$60.5M2.89%newTimeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 504,301$55.3M2.64%+195,288Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,997 shares 153,997$52.3M2.5%newTimeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,284,898 shares; 2026Q1: 1,468,566 shares 1,468,566$51.7M2.47%+183,668Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359,680 shares; 2026Q1: 144,010 shares 144,010$48.7M2.32%-215,670Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 381,455$37.8M1.8%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,352 shares 33,352$21.2M1.01%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
KLACKLA CORP71,648$87.1Mshares
CAMTCAMTEK LTD693,720$73.8Mshares
TELTE CONNECTIVITY PLC294,566$67Mshares
MPWRMONOLITHIC PWR SYS INC70,723$64.1Mshares
ONON SEMICONDUCTOR CORP1,085,296$58.8Mshares
ALGMALLEGRO MICROSYSTEMS INC1,890,072$49.9Mshares
OLEDUNIVERSAL DISPLAY CORP401,726$46.9Mshares

How Q1 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 0001420506-26-001142 base2026-05-15acceptance time not in the bulk data set