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) | 185,485 | 222,108 | +36,623 | 71,100,110 | 96,388,209 | 4.60% | +25,288,099 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 2,716,725 | 3,635,167 | +918,442 | 65,255,735 | 86,553,326 | 4.13% | +21,297,591 |
| SANDISK CORP(SNDK) | 0 | 33,352 | +33,352 | 0 | 21,189,860 | 1.01% | +21,189,860 |
| BROADCOM INC(AVGO) | 260,894 | 354,061 | +93,167 | 90,295,413 | 109,585,420 | 5.23% | +19,290,007 |
| FABRINET(FN) | 173,298 | 171,493 | -1,805 | 78,899,113 | 89,437,029 | 4.27% | +10,537,916 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 1,284,898 | 1,468,566 | +183,668 | 42,774,254 | 51,722,895 | 2.47% | +8,948,641 |
| ADVANCED ENERGY INDS | 463,939 | 324,651 | -139,288 | 97,134,908 | 104,768,124 | 5.00% | +7,633,216 |
| ASTERA LABS INC(ALAB) | 309,013 | 504,301 | +195,288 | 51,407,403 | 55,271,390 | 2.64% | +3,863,987 |
| AMPHENOL CORP | 728,059 | 780,955 | +52,896 | 98,389,893 | 98,673,664 | 4.71% | +283,771 |
| CIENA CORP(CIEN) | 428,787 | 247,412 | -181,375 | 100,280,416 | 96,052,761 | 4.59% | -4,227,655 |
| NVIDIA CORPORATION(NVDA) | 732,949 | 750,125 | +17,176 | 136,694,989 | 130,821,800 | 6.25% | -5,873,189 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 606,169 | 436,346 | -169,823 | 103,824,626 | 96,899,356 | 4.63% | -6,925,270 |
| APPLIED MATLS INC | 404,442 | 278,994 | -125,448 | 103,937,550 | 95,357,359 | 4.55% | -8,580,191 |
| LUMENTUM HLDGS INC(LITE) | 333,949 | 157,688 | -176,261 | 123,090,262 | 110,816,819 | 5.29% | -12,273,443 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 811,470 | 463,022 | -348,448 | 95,282,807 | 81,251,101 | 3.88% | -14,031,706 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 394,038 | 302,885 | -91,153 | 119,744,208 | 102,359,986 | 4.89% | -17,384,222 |
| NOKIA CORP(NOK) | 16,111,905 | 10,494,766 | -5,617,139 | 104,244,025 | 84,377,919 | 4.03% | -19,866,106 |
| UNIVERSAL DISPLAY CORP(OLED) | 401,726 | 0 | -401,726 | 46,913,562 | 0 | — | -46,913,562 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 1,890,072 | 0 | -1,890,072 | 49,860,099 | 0 | — | -49,860,099 |
| MICRON TECHNOLOGY INC(MU) | 359,680 | 144,010 | -215,670 | 102,656,269 | 48,652,338 | 2.32% | -54,003,931 |
| ON SEMICONDUCTOR CORP(ON) | 1,085,296 | 0 | -1,085,296 | 58,768,778 | 0 | — | -58,768,778 |
| MONOLITHIC PWR SYS INC(MPWR) | 70,723 | 0 | -70,723 | 64,100,498 | 0 | — | -64,100,498 |
| TE CONNECTIVITY PLC(TEL) | 294,566 | 0 | -294,566 | 67,016,711 | 0 | — | -67,016,711 |
| CAMTEK LTD(CAMT) | 693,720 | 0 | -693,720 | 73,773,653 | 0 | — | -73,773,653 |
| KLA CORP(KLAC) | 71,648 | 0 | -71,648 | 87,058,052 | 0 | — | -87,058,052 |