ANALOG CENTURY MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STM | 2.78M | $78.59M |
 | HPE | 2.50M | $61.45M |
 | ON | 1.41M | $69.42M |
 | GLW | 1.37M | $112.26M |
 | ST | 1.20M | $36.68M |
 | ALGM | 1.17M | $34.31M |
 | TSEM | 925K | $66.89M |
 | APH | 810K | $100.22M |
 | MRVL | 766K | $64.37M |
 | NVDA | 754K | $140.70M |
 | CIEN | 718K | $104.55M |
 | LITE | 686K | $111.57M |
 | MTSI | 685K | $85.25M |
 | RMBS | 631K | $65.79M |
 | CAMT | 604K | $63.48M |
 | AEIS | 467K | $79.51M |
 | TSM | 405K | $113.22M |
 | ARW | 342K | $41.38M |
 | AMAT | 315K | $64.51M |
 | AVGO | 303K | $100.08M |
STMicroelectronics N.V.
STM
Shares Held
2.78M
Value
$78.59M
Hewlett Packard Enterprise Company
HPE
Shares Held
2.50M
Value
$61.45M
ON Semiconductor Corporation
ON
Shares Held
1.41M
Value
$69.42M
Corning Incorporated
GLW
Shares Held
1.37M
Value
$112.26M
Sensata Technologies Holding plc
ST
Shares Held
1.20M
Value
$36.68M
Allegro MicroSystems, Inc.
ALGM
Shares Held
1.17M
Value
$34.31M
Tower Semiconductor Ltd.
TSEM
Shares Held
925K
Value
$66.89M
Amphenol Corporation
APH
Shares Held
810K
Value
$100.22M
Marvell Technology, Inc.
MRVL
Shares Held
766K
Value
$64.37M
NVIDIA Corporation
NVDA
Shares Held
754K
Value
$140.70M
Ciena Corporation
CIEN
Shares Held
718K
Value
$104.55M
Lumentum Holdings Inc.
LITE
Shares Held
686K
Value
$111.57M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
685K
Value
$85.25M
Rambus Inc.
RMBS
Shares Held
631K
Value
$65.79M
Camtek Ltd.
CAMT
Shares Held
604K
Value
$63.48M
Advanced Energy Industries, Inc.
AEIS
Shares Held
467K
Value
$79.51M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
405K
Value
$113.22M
Arrow Electronics, Inc.
ARW
Shares Held
342K
Value
$41.38M
Applied Materials, Inc.
AMAT
Shares Held
315K
Value
$64.51M
Broadcom Inc.
AVGO
Shares Held
303K
Value
$100.08M