Analog Century Management as of March 31, 2026
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 | 750k | 174.40 | |
| Lumentum Hldgs (LITE) | 5.3 | $111M | 158k | 702.76 | |
| Broadcom (AVGO) | 5.2 | $110M | 354k | 309.51 | |
| Akamai Technologies (AKAM) | 5.1 | $107M | 927k | 114.85 | |
| Advanced Energy Industries (AEIS) | 5.0 | $105M | 325k | 322.71 | |
| Arm Holdings Sponsored Ads (ARM) | 5.0 | $105M | 691k | 151.28 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.9 | $102M | 303k | 337.95 | |
| Amphenol Corp Cl A (APH) | 4.7 | $99M | 781k | 126.35 | |
| M/a (MTSI) | 4.6 | $97M | 436k | 222.07 | |
| Motorola Solutions Com New (MSI) | 4.6 | $96M | 222k | 433.97 | |
| Ciena Corp Com New (CIEN) | 4.6 | $96M | 247k | 388.23 | |
| Applied Materials (AMAT) | 4.6 | $95M | 279k | 341.79 | |
| Viavi Solutions Inc equities (VIAV) | 4.4 | $92M | 2.8M | 33.28 | |
| Fabrinet SHS (FN) | 4.3 | $89M | 172k | 521.52 | |
| Hewlett Packard Enterprise (HPE) | 4.1 | $87M | 3.6M | 23.81 | |
| Nokia Corp Sponsored Adr (NOK) | 4.0 | $84M | 11M | 8.04 | |
| Tower Semiconductor Shs New (TSEM) | 3.9 | $81M | 463k | 175.48 | |
| Stmicroelectronics N V Ny Registry (STM) | 3.9 | $81M | 2.3M | 34.55 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 2.9 | $61M | 539k | 112.29 | |
| Astera Labs (ALAB) | 2.6 | $55M | 504k | 109.60 | |
| Littelfuse (LFUS) | 2.5 | $52M | 154k | 339.35 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.5 | $52M | 1.5M | 35.22 | |
| Micron Technology (MU) | 2.3 | $49M | 144k | 337.84 | |
| Marvell Technology (MRVL) | 1.8 | $38M | 382k | 99.05 | |
| Sandisk Corp (SNDK) | 1.0 | $21M | 33k | 635.34 |
