account_balance
Investment manager · 13F filer · SEC CIK 1753384
Analog Century Management LP
Reported value$2.73Bas of Jun 30, 2026
Positions25 5 new, 5 sold out
Top 10 weight48.5%AMAT alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMATApplied Material Ord
5.8%Trimmed −21%
APHAmphenol Cl A Ord
5.2%Added +4%
TSMTaiwan Semiconductor Mnftg ADR 5 Ord
5.2%Trimmed −2%
MUMicron Technology Ord
5.0%Trimmed −17%
NVDANvidia Ord
5.0%Trimmed −10%
ONTOOnto Innovation Ord
4.6%New
AEISAdvanced Energy Industries Ord
4.5%Added +3%
ALABAstera Labs Ord
4.5%Trimmed −50%
SIMOSilicon Motion Techno ADR Rep 4 Ord
4.4%Trimmed −33%
ADIAnalog Devices Ord
4.2%New
MTSIMacom Technology Solutions Ord
4.1%Trimmed −32%
CIENCiena Ord
4.1%Trimmed −9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMAT Applied Material Ord 5.8% Trimmed −21%APH Amphenol Cl A Ord 5.2% Added +4%TSM Taiwan Semiconductor Mnftg ADR 5 Ord 5.2% Trimmed −2%MU Micron Technology Ord 5.0% Trimmed −17%NVDA Nvidia Ord 5.0% Trimmed −10%ONTO Onto Innovation Ord 4.6% NewAEIS Advanced Energy Industries Ord 4.5% Added +3%ALAB Astera Labs Ord 4.5% Trimmed −50%SIMO Silicon Motion Techno ADR Rep 4 Ord 4.4% Trimmed −33%ADI Analog Devices Ord 4.2% NewMTSI Macom Technology Solutions Ord 4.1% Trimmed −32%CIEN Ciena Ord 4.1% Trimmed −9%
What changed