Analog Century Management as of Sept. 30, 2025
Portfolio Holdings for Analog Century Management
Analog Century Management holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.6 | $141M | 754k | 186.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.1 | $113M | 405k | 279.29 | |
| Corning Incorporated (GLW) | 6.0 | $112M | 1.4M | 82.03 | |
| Lumentum Hldgs (LITE) | 6.0 | $112M | 686k | 162.71 | |
| Ciena Corp Com New (CIEN) | 5.6 | $105M | 718k | 145.67 | |
| Fabrinet SHS (FN) | 5.5 | $102M | 279k | 364.62 | |
| Amphenol Corp Cl A (APH) | 5.4 | $100M | 810k | 123.75 | |
| Broadcom (AVGO) | 5.4 | $100M | 303k | 329.91 | |
| Kla Corp Com New (KLAC) | 5.1 | $95M | 88k | 1078.60 | |
| M/a (MTSI) | 4.6 | $85M | 685k | 124.49 | |
| Advanced Energy Industries (AEIS) | 4.3 | $80M | 467k | 170.14 | |
| Stmicroelectronics N V Ny Registry (STM) | 4.2 | $79M | 2.8M | 28.26 | |
| Monolithic Power Systems (MPWR) | 3.8 | $71M | 78k | 920.64 | |
| ON Semiconductor (ON) | 3.7 | $69M | 1.4M | 49.31 | |
| Tower Semiconductor Shs New (TSEM) | 3.6 | $67M | 925k | 72.30 | |
| Rambus (RMBS) | 3.5 | $66M | 631k | 104.20 | |
| Applied Materials (AMAT) | 3.5 | $65M | 315k | 204.74 | |
| Marvell Technology (MRVL) | 3.5 | $64M | 766k | 84.07 | |
| Camtek Ord (CAMT) | 3.4 | $64M | 604k | 105.05 | |
| Hewlett Packard Enterprise (HPE) | 3.3 | $61M | 2.5M | 24.56 | |
| Arrow Electronics (ARW) | 2.2 | $41M | 342k | 121.00 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.0 | $37M | 1.2M | 30.55 | |
| Allegro Microsystems Ord (ALGM) | 1.8 | $34M | 1.2M | 29.20 |
