Stock Taper 
ANALOG CENTURY MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 28.94K | $65.8M |
 Fabrinet | FN | 112.7K | $63.34M |
 Micron Technology, Inc. | MU | 119.13K | $137.51M |
 Lumentum Holdings Inc. | LITE | 127.09K | $109.05M |
 Motorola Solutions, Inc. | MSI | 136.71K | $56.78M |
 Applied Materials, Inc. | AMAT | 219.62K | $158.78M |
 Ciena Corporation | CIEN | 226.2K | $110.96M |
 Astera Labs, Inc. Common Stock | ALAB | 253.62K | $122.5M |
 Broadcom Inc. | AVGO | 260.52K | $98.41M |
 Analog Devices, Inc. | ADI | 287.44K | $114.16M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 296.29K | $112.7M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 296.49K | $141.59M |
 Advanced Energy Industries, Inc. | AEIS | 332.94K | $124.15M |
 Onto Innovation Inc. | ONTO | 333.42K | $126.18M |
 Marvell Technology, Inc. | MRVL | 349.6K | $104.14M |
 Nebius Group N.V. | NBIS | 356.18K | $98.37M |
 Tower Semiconductor Ltd. | TSEM | 359.76K | $93.77M |
 Silicon Motion Technology Corporation | SIMO | 362.5K | $120.83M |
 TTM Technologies, Inc. | TTMI | 585.4K | $109.48M |
 NVIDIA Corporation | NVDA | 677.69K | $135.6M |