Q2 2025 · 13F-HR
Analog Century Management LPholdings as filed
Filed 2025-08-14 · accession 0001420506-25-002028
$1.71B
Reported value
23
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $130.8M | 7.67% | 577,707 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $130.4M | 7.64% | 825,433 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $103.9M | 6.09% | 377,093 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $96.4M | 5.65% | 679,140 | Common | SOLE |
| G3323L100 | FN | FABRINET | $94.8M | 5.56% | 321,814 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $93.1M | 5.46% | 942,861 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $92.2M | 5.41% | 643,765 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $86.3M | 5.06% | 908,135 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $80.8M | 4.73% | 90,168 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $77.4M | 4.53% | 1,475,982 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $73.3M | 4.30% | 947,054 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $73.1M | 4.29% | 898,981 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $69.9M | 4.10% | 1,329,189 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $66.4M | 3.89% | 2,182,403 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $58.6M | 3.44% | 375,437 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $57.5M | 3.37% | 69,459 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $54.8M | 3.21% | 156,006 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $53.0M | 3.10% | 827,102 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $52.3M | 3.07% | 618,743 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $46.9M | 2.75% | 1,371,590 | Common | SOLE |
| 042735100 | ARW | ARROW ELECTRS INC | $46.4M | 2.72% | 364,372 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $35.7M | 2.09% | 823,548 | Common | SOLE |
| G8060N102 | ST | SENSATA TECHNOLOGIES HLDG PL | $31.9M | 1.87% | 1,060,438 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.