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 Materials Inc
5.8%Trimmed −21%
APHAmphenol Corp
5.2%Added +4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.2%Trimmed −2%
MUMicron Technology Inc
5.0%Trimmed −17%
NVDANVIDIA Corp
5.0%Trimmed −10%
ONTOOnto Innovation Inc.
4.6%New
AEISAdvanced Energy Industries Inc
4.5%Added +3%
ALABAstera Labs, Inc.
4.5%Trimmed −50%
SIMOSilicon Motion Technology CORP
4.4%Trimmed −33%
ADIAnalog Devices Inc
4.2%New
MTSIMacom Technology Solutions Holdings, Inc.
4.1%Trimmed −32%
CIENCiena Corp
4.1%Trimmed −9%
AMATApplied Materials Inc
5.8%−21%
APHAmphenol Corp
5.2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.2%
MUMicron Technology Inc
5.0%−17%
NVDANVIDIA Corp
5.0%−10%
ONTOOnto Innovation Inc.
4.6%New
AEISAdvanced Energy Industries Inc
4.5%
ALABAstera Labs, Inc.
4.5%
SIMOSilicon Motion Technology CORP
4.4%
ADIAnalog Devices Inc
4.2%
MTSIMacom Technology Solutions Holdings, Inc.
4.1%
CIENCiena Corp
4.1%
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 Materials Inc 5.8% Trimmed −21%APH Amphenol Corp 5.2% Added +4%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.2% Trimmed −2%MU Micron Technology Inc 5.0% Trimmed −17%NVDA NVIDIA Corp 5.0% Trimmed −10%ONTO Onto Innovation Inc. 4.6% NewAEIS Advanced Energy Industries Inc 4.5% Added +3%ALAB Astera Labs, Inc. 4.5% Trimmed −50%SIMO Silicon Motion Technology CORP 4.4% Trimmed −33%ADI Analog Devices Inc 4.2% NewMTSI Macom Technology Solutions Holdings, Inc. 4.1% Trimmed −32%CIEN Ciena Corp 4.1% Trimmed −9%
What changed
Biggest moves since Mar 31, 2026
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