ANALOG CENTURY MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 16.11M | $104.24M |
 | HPE | 2.72M | $65.26M |
 | ALGM | 1.89M | $49.86M |
 | ST | 1.28M | $42.77M |
 | ON | 1.09M | $58.77M |
 | TSEM | 811K | $95.28M |
 | NVDA | 733K | $136.69M |
 | APH | 728K | $98.39M |
 | CAMT | 694K | $73.77M |
 | MTSI | 606K | $103.82M |
 | AEIS | 464K | $97.13M |
 | CIEN | 429K | $100.28M |
 | AMAT | 404K | $103.94M |
 | OLED | 402K | $46.91M |
 | TSM | 394K | $119.74M |
 | MU | 360K | $102.66M |
 | LITE | 334K | $123.09M |
 | ALAB | 309K | $51.41M |
 | TEL | 295K | $67.02M |
 | AVGO | 261K | $90.30M |
Nokia Oyj
NOK
Shares Held
16.11M
Value
$104.24M
Hewlett Packard Enterprise Company
HPE
Shares Held
2.72M
Value
$65.26M
Allegro MicroSystems, Inc.
ALGM
Shares Held
1.89M
Value
$49.86M
Sensata Technologies Holding plc
ST
Shares Held
1.28M
Value
$42.77M
ON Semiconductor Corporation
ON
Shares Held
1.09M
Value
$58.77M
Tower Semiconductor Ltd.
TSEM
Shares Held
811K
Value
$95.28M
NVIDIA Corporation
NVDA
Shares Held
733K
Value
$136.69M
Amphenol Corporation
APH
Shares Held
728K
Value
$98.39M
Camtek Ltd.
CAMT
Shares Held
694K
Value
$73.77M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
606K
Value
$103.82M
Advanced Energy Industries, Inc.
AEIS
Shares Held
464K
Value
$97.13M
Ciena Corporation
CIEN
Shares Held
429K
Value
$100.28M
Applied Materials, Inc.
AMAT
Shares Held
404K
Value
$103.94M
Universal Display Corporation
OLED
Shares Held
402K
Value
$46.91M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
394K
Value
$119.74M
Micron Technology, Inc.
MU
Shares Held
360K
Value
$102.66M
Lumentum Holdings Inc.
LITE
Shares Held
334K
Value
$123.09M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
309K
Value
$51.41M
TE Connectivity Ltd.
TEL
Shares Held
295K
Value
$67.02M
Broadcom Inc.
AVGO
Shares Held
261K
Value
$90.30M