Q4 2025 · 13F-HR
Analog Century Management LPholdings as filed
Filed 2026-02-13 · accession 0001420506-26-000391
$2.03B
Reported value
24
Positions
2025-12-31
Period end
The Brief · Analog Century Management LP · Q4 2025
AI · grounded in 13F
Analog Century Management LP closed its position in Corning Inc GLW, reducing exposure by $112.3M. The fund established several new positions, led by investments in Nokia Corp NOK for $104.2M and Micron Technology Inc MU for $102.7M. Other notable activity included closing positions in STMicroelectronics N V STM and Rambus Inc Del RMBS, while trimming its stake in Fabrinet FN by 37.87%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $136.7M | 6.73% | 732,949 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $123.1M | 6.06% | 333,949 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $119.7M | 5.89% | 394,038 | Common | SOLE |
| 654902204 | NOK | NOKIA CORP | $104.2M | 5.13% | 16,111,905 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $103.9M | 5.11% | 404,442 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $103.8M | 5.11% | 606,169 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $102.7M | 5.05% | 359,680 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $100.3M | 4.93% | 428,787 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $98.4M | 4.84% | 728,059 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $97.1M | 4.78% | 463,939 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $95.3M | 4.69% | 811,470 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $90.3M | 4.44% | 260,894 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $87.1M | 4.28% | 71,648 | Common | SOLE |
| G3323L100 | FN | FABRINET | $78.9M | 3.88% | 173,298 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $73.8M | 3.63% | 693,720 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $71.1M | 3.50% | 185,485 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY PLC | $67.0M | 3.30% | 294,566 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $65.3M | 3.21% | 2,716,725 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $64.1M | 3.15% | 70,723 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $58.8M | 2.89% | 1,085,296 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $51.4M | 2.53% | 309,013 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $49.9M | 2.45% | 1,890,072 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $46.9M | 2.31% | 401,726 | Common | SOLE |
| G8060N102 | ST | SENSATA TECHNOLOGIES HLDG PL | $42.8M | 2.10% | 1,284,898 | 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.