ANALOG CENTURY MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 10.49M | $84.38M |
 | HPE | 3.64M | $86.55M |
 | VIAV | 2.76M | $91.93M |
 | STM | 2.33M | $80.64M |
 | ST | 1.47M | $51.72M |
 | AKAM | 927K | $106.47M |
 | APH | 781K | $98.67M |
 | NVDA | 750K | $130.82M |
 | ARM | 691K | $104.59M |
 | SIMO | 539K | $60.50M |
 | ALAB | 504K | $55.27M |
 | TSEM | 463K | $81.25M |
 | MTSI | 436K | $96.90M |
 | MRVL | 381K | $37.78M |
 | AVGO | 354K | $109.59M |
 | AEIS | 325K | $104.77M |
 | TSM | 303K | $102.36M |
 | AMAT | 279K | $95.36M |
 | CIEN | 247K | $96.05M |
 | MSI | 222K | $96.39M |
Nokia Oyj
NOK
Shares Held
10.49M
Value
$84.38M
Hewlett Packard Enterprise Company
HPE
Shares Held
3.64M
Value
$86.55M
Viavi Solutions Inc.
VIAV
Shares Held
2.76M
Value
$91.93M
STMicroelectronics N.V.
STM
Shares Held
2.33M
Value
$80.64M
Sensata Technologies Holding plc
ST
Shares Held
1.47M
Value
$51.72M
Akamai Technologies, Inc.
AKAM
Shares Held
927K
Value
$106.47M
Amphenol Corporation
APH
Shares Held
781K
Value
$98.67M
NVIDIA Corporation
NVDA
Shares Held
750K
Value
$130.82M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
691K
Value
$104.59M
Silicon Motion Technology Corporation
SIMO
Shares Held
539K
Value
$60.50M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
504K
Value
$55.27M
Tower Semiconductor Ltd.
TSEM
Shares Held
463K
Value
$81.25M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
436K
Value
$96.90M
Marvell Technology, Inc.
MRVL
Shares Held
381K
Value
$37.78M
Broadcom Inc.
AVGO
Shares Held
354K
Value
$109.59M
Advanced Energy Industries, Inc.
AEIS
Shares Held
325K
Value
$104.77M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
303K
Value
$102.36M
Applied Materials, Inc.
AMAT
Shares Held
279K
Value
$95.36M
Ciena Corporation
CIEN
Shares Held
247K
Value
$96.05M
Motorola Solutions, Inc.
MSI
Shares Held
222K
Value
$96.39M