Analog Century Management as of Dec. 31, 2025
Portfolio Holdings for Analog Century Management
Analog Century Management holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.7 | $137M | 733k | 186.50 | |
| Lumentum Hldgs (LITE) | 6.1 | $123M | 334k | 368.59 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.9 | $120M | 394k | 303.89 | |
| Nokia Corp Sponsored Adr (NOK) | 5.1 | $104M | 16M | 6.47 | |
| Applied Materials (AMAT) | 5.1 | $104M | 404k | 256.99 | |
| M/a (MTSI) | 5.1 | $104M | 606k | 171.28 | |
| Micron Technology (MU) | 5.1 | $103M | 360k | 285.41 | |
| Ciena Corp Com New (CIEN) | 4.9 | $100M | 429k | 233.87 | |
| Amphenol Corp Cl A (APH) | 4.8 | $98M | 728k | 135.14 | |
| Advanced Energy Industries (AEIS) | 4.8 | $97M | 464k | 209.37 | |
| Tower Semiconductor Shs New (TSEM) | 4.7 | $95M | 812k | 117.42 | |
| Broadcom (AVGO) | 4.4 | $90M | 261k | 346.10 | |
| Kla Corp Com New (KLAC) | 4.3 | $87M | 72k | 1215.08 | |
| Fabrinet SHS (FN) | 3.9 | $79M | 173k | 455.28 | |
| Camtek Ord (CAMT) | 3.6 | $74M | 694k | 106.34 | |
| Motorola Solutions Com New (MSI) | 3.5 | $71M | 186k | 383.32 | |
| Te Connectivity Ord Shs (TEL) | 3.3 | $67M | 295k | 227.51 | |
| Hewlett Packard Enterprise (HPE) | 3.2 | $65M | 2.7M | 24.02 | |
| Monolithic Power Systems (MPWR) | 3.2 | $64M | 71k | 906.36 | |
| ON Semiconductor (ON) | 2.9 | $59M | 1.1M | 54.15 | |
| Astera Labs (ALAB) | 2.5 | $51M | 309k | 166.36 | |
| Allegro Microsystems Ord (ALGM) | 2.5 | $50M | 1.9M | 26.38 | |
| Universal Display Corporation (OLED) | 2.3 | $47M | 402k | 116.78 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.1 | $43M | 1.3M | 33.29 |
