Analog Century Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AKAMAI TECHNOLOGIES INC(AKAM) | 0 | 927,023 | +927,023 | 0 | 106,468,592 | 5.08% | +106,468,592 |
| ARM HOLDINGS PLC | 0 | 691,364 | +691,364 | 0 | 104,589,546 | 4.99% | +104,589,546 |
| VIAVI SOLUTIONS INC(VIAV) | 0 | 2,762,418 | +2,762,418 | 0 | 91,933,271 | 4.39% | +91,933,271 |
| STMICROELECTRONICS N V(STM) | 0 | 2,334,005 | +2,334,005 | 0 | 80,639,873 | 3.85% | +80,639,873 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 0 | 538,748 | +538,748 | 0 | 60,496,013 | 2.89% | +60,496,013 |
| LITTELFUSE INC(LFUS) | 0 | 153,997 | +153,997 | 0 | 52,258,882 | 2.50% | +52,258,882 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 381,455 | +381,455 | 0 | 37,783,118 | 1.80% | +37,783,118 |
| MOTOROLA SOLUTIONS INC(MSI) | 0 | 222,108 | +222,108 | 0 | 96,388,209 | 4.60% | +96,388,209 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 0 | 3,635,167 | +3,635,167 | 0 | 86,553,326 | 4.13% | +86,553,326 |
| SANDISK CORP(SNDK) | 0 | 33,352 | +33,352 | 0 | 21,189,860 | 1.01% | +21,189,860 |
| BROADCOM INC(AVGO) | 0 | 354,061 | +354,061 | 0 | 109,585,420 | 5.23% | +109,585,420 |
| FABRINET(FN) | 0 | 171,493 | +171,493 | 0 | 89,437,029 | 4.27% | +89,437,029 |
| SENSATA TECHNOLOGIES HLDG PL | 0 | 1,468,566 | +1,468,566 | 0 | 51,722,895 | 2.47% | +51,722,895 |
| ADVANCED ENERGY INDS | 0 | 324,651 | +324,651 | 0 | 104,768,124 | 5.00% | +104,768,124 |
| ASTERA LABS INC(ALAB) | 0 | 504,301 | +504,301 | 0 | 55,271,390 | 2.64% | +55,271,390 |
| AMPHENOL CORP | 0 | 780,955 | +780,955 | 0 | 98,673,664 | 4.71% | +98,673,664 |
| CIENA CORP(CIEN) | 0 | 247,412 | +247,412 | 0 | 96,052,761 | 4.59% | +96,052,761 |
| NVIDIA CORPORATION(NVDA) | 0 | 750,125 | +750,125 | 0 | 130,821,800 | 6.25% | +130,821,800 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 0 | 436,346 | +436,346 | 0 | 96,899,356 | 4.63% | +96,899,356 |
| APPLIED MATLS INC | 0 | 278,994 | +278,994 | 0 | 95,357,359 | 4.55% | +95,357,359 |
| LUMENTUM HLDGS INC(LITE) | 0 | 157,688 | +157,688 | 0 | 110,816,819 | 5.29% | +110,816,819 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 0 | 463,022 | +463,022 | 0 | 81,251,101 | 3.88% | +81,251,101 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 302,885 | +302,885 | 0 | 102,359,986 | 4.89% | +102,359,986 |
| NOKIA CORP(NOK) | 0 | 10,494,766 | +10,494,766 | 0 | 84,377,919 | 4.03% | +84,377,919 |
| UNIVERSAL DISPLAY CORP(OLED) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MICRON TECHNOLOGY INC(MU) | 0 | 144,010 | +144,010 | 0 | 48,652,338 | 2.32% | +48,652,338 |
| ON SEMICONDUCTOR CORP(ON) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MONOLITHIC PWR SYS INC(MPWR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TE CONNECTIVITY PLC(TEL) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CAMTEK LTD(CAMT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| KLA CORP(KLAC) | 0 | 0 | 0 | 0 | 0 | — | 0 |