Analog Century Management

Latest statistics and disclosures from Analog Century Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, LITE, AVGO, AKAM, AEIS, and represent 26.86% of Analog Century Management's stock portfolio.
  • Added to shares of these 10 stocks: AKAM (+$107M), ARM (+$105M), VIAV (+$92M), STM (+$81M), SIMO (+$61M), LFUS (+$52M), MRVL (+$38M), AVGO (+$29M), HPE (+$22M), ALAB (+$21M).
  • Started 8 new stock positions in MRVL, STM, ARM, SNDK, VIAV, LFUS, SIMO, AKAM.
  • Reduced shares in these 10 stocks: LITE (-$124M), KLAC (-$87M), , MU (-$73M), CIEN (-$70M), TEL (-$67M), MPWR (-$64M), TSEM (-$61M), ON (-$59M), ALGM (-$50M).
  • Sold out of its positions in ALGM, KLAC, MPWR, ON, OLED, TEL, CAMT.
  • Analog Century Management was a net seller of stock by $-319M.
  • Analog Century Management has $2.1B in assets under management (AUM), dropping by 3.04%.
  • Central Index Key (CIK): 0001753384

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Portfolio Holdings for Analog Century Management

Analog Century Management holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.2 $131M +2% 750k 174.40
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Lumentum Hldgs (LITE) 5.3 $111M -52% 158k 702.76
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Broadcom (AVGO) 5.2 $110M +35% 354k 309.51
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Akamai Technologies (AKAM) 5.1 $107M NEW 927k 114.85
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Advanced Energy Industries (AEIS) 5.0 $105M -30% 325k 322.71
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Arm Holdings Sponsored Ads (ARM) 5.0 $105M NEW 691k 151.28
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 4.9 $102M -23% 303k 337.95
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Amphenol Corp Cl A (APH) 4.7 $99M +7% 781k 126.35
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M/a (MTSI) 4.6 $97M -28% 436k 222.07
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Motorola Solutions Com New (MSI) 4.6 $96M +19% 222k 433.97
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Ciena Corp Com New (CIEN) 4.6 $96M -42% 247k 388.23
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Applied Materials (AMAT) 4.6 $95M -31% 279k 341.79
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Viavi Solutions Inc equities (VIAV) 4.4 $92M NEW 2.8M 33.28
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Fabrinet SHS (FN) 4.3 $89M 172k 521.52
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Hewlett Packard Enterprise (HPE) 4.1 $87M +33% 3.6M 23.81
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Nokia Corp Sponsored Adr (NOK) 4.0 $84M -34% 11M 8.04
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Tower Semiconductor Shs New (TSEM) 3.9 $81M -42% 463k 175.48
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Stmicroelectronics N V Ny Registry (STM) 3.9 $81M NEW 2.3M 34.55
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Silicon Motion Technology Sponsored Adr (SIMO) 2.9 $61M NEW 539k 112.29
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Astera Labs (ALAB) 2.6 $55M +63% 504k 109.60
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Littelfuse (LFUS) 2.5 $52M NEW 154k 339.35
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Sensata Technologies Hldg Pl SHS (ST) 2.5 $52M +14% 1.5M 35.22
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Micron Technology (MU) 2.3 $49M -59% 144k 337.84
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Marvell Technology (MRVL) 1.8 $38M NEW 382k 99.05
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Sandisk Corp (SNDK) 1.0 $21M NEW 33k 635.34
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Past Filings by Analog Century Management

SEC 13F filings are viewable for Analog Century Management going back to 2020

View all past filings