Stock Taper 
ANALOG CENTURY MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hewlett Packard Enterprise Company | HPE | 2.34M | $105.66M |
 Viavi Solutions Inc. | VIAV | 2.27M | $108.25M |
 STMicroelectronics N.V. | STM | 1.03M | $77.19M |
 Amphenol Corporation | APH | 809.89K | $142.8M |
 Insight Enterprises, Inc. | NSIT | 771.97K | $94.03M |
 NVIDIA Corporation | NVDA | 677.69K | $135.6M |
 TTM Technologies, Inc. | TTMI | 585.4K | $109.48M |
 Silicon Motion Technology Corporation | SIMO | 362.5K | $120.83M |
 Tower Semiconductor Ltd. | TSEM | 359.76K | $93.77M |
 Nebius Group N.V. | NBIS | 356.18K | $98.37M |
 Marvell Technology, Inc. | MRVL | 349.6K | $104.14M |
 Onto Innovation Inc. | ONTO | 333.42K | $126.18M |
 Advanced Energy Industries, Inc. | AEIS | 332.94K | $124.15M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 296.49K | $141.59M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 296.29K | $112.7M |
 Analog Devices, Inc. | ADI | 287.44K | $114.16M |
 Broadcom Inc. | AVGO | 260.52K | $98.41M |
 Astera Labs, Inc. Common Stock | ALAB | 253.62K | $122.5M |
 Ciena Corporation | CIEN | 226.2K | $110.96M |
 Applied Materials, Inc. | AMAT | 219.62K | $158.78M |