Q3 2025 · 13F-HR
Analog Century Management LPholdings as filed
Filed 2025-11-14 · accession 0001420506-25-003222
$1.86B
Reported value
24
Positions
2025-09-30
Period end
The Brief · Analog Century Management LP · Q3 2025
AI · grounded in 13F
Analog Century Management LP established a new position in NVDA valued at $140.7M. The fund also initiated new stakes in TSM for $113.2M and GLW for $112.3M. Additional new positions include LITE at $111.6M, CIEN at $104.6M, and FN at $101.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $140.7M | 7.55% | 754,100 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $113.2M | 6.07% | 405,368 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $112.3M | 6.02% | 1,368,477 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $111.6M | 5.99% | 685,710 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $104.6M | 5.61% | 717,741 | Common | SOLE |
| G3323L100 | FN | FABRINET | $101.7M | 5.46% | 278,931 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $100.2M | 5.38% | 809,896 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $100.1M | 5.37% | 303,358 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $95.2M | 5.11% | 88,256 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $85.2M | 4.57% | 684,774 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $79.5M | 4.27% | 467,301 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $78.6M | 4.22% | 2,780,953 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $71.4M | 3.83% | 77,591 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $69.4M | 3.73% | 1,407,903 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $66.9M | 3.59% | 925,202 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $65.8M | 3.53% | 631,343 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $64.5M | 3.46% | 315,078 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $64.4M | 3.45% | 765,656 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $63.5M | 3.41% | 604,259 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $61.4M | 3.30% | 2,502,012 | Common | SOLE |
| 042735100 | ARW | ARROW ELECTRS INC | $41.4M | 2.22% | 341,959 | Common | SOLE |
| G8060N102 | ST | SENSATA TECHNOLOGIES HLDG PL | $36.7M | 1.97% | 1,200,636 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $34.3M | 1.84% | 1,174,953 | Common | SOLE |
| 126327105 | LAW | CS DISCO INC | $1.1M | 0.06% | 26,496 | 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.