Analog Century Management as of June 30, 2026
Portfolio Holdings for Analog Century Management
Analog Century Management holds 25 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 5.8 | $159M | 220k | 723.00 | |
| Amphenol Cl A Ord Cl A (APH) | 5.2 | $143M | 810k | 176.32 | |
| Taiwan Semiconductor Mnftg Adr 5 Ord Sponsored Adr (TSM) | 5.2 | $142M | 297k | 477.57 | |
| Micron Technology (MU) | 5.0 | $138M | 119k | 1154.29 | |
| NVIDIA Corporation (NVDA) | 5.0 | $136M | 678k | 200.09 | |
| Onto Innovation (ONTO) | 4.6 | $126M | 333k | 378.45 | |
| Advanced Energy Industries (AEIS) | 4.5 | $124M | 333k | 372.87 | |
| Astera Labs (ALAB) | 4.5 | $123M | 254k | 483.02 | |
| Silicon Motion Techno Adr Rep 4 Ord Sponsored Adr (SIMO) | 4.4 | $121M | 363k | 333.33 | |
| Analog Devices (ADI) | 4.2 | $114M | 287k | 397.17 | |
| M/a (MTSI) | 4.1 | $113M | 296k | 380.37 | |
| Ciena Ord Com New (CIEN) | 4.1 | $111M | 226k | 490.56 | |
| TTM Technologies (TTMI) | 4.0 | $110M | 585k | 187.02 | |
| Lumentum Hldgs (LITE) | 4.0 | $109M | 127k | 858.06 | |
| Viavi Solutions Inc equities (VIAV) | 4.0 | $108M | 2.3M | 47.75 | |
| Hewlett Packard Enterprise (HPE) | 3.9 | $106M | 2.3M | 45.11 | |
| Marvell Technology (MRVL) | 3.8 | $104M | 350k | 297.89 | |
| Broadcom (AVGO) | 3.6 | $98M | 261k | 377.75 | |
| Nebius Cl A Ord Shs Class A (NBIS) | 3.6 | $98M | 356k | 276.17 | |
| Insight Enterprises (NSIT) | 3.4 | $94M | 772k | 121.80 | |
| Tower Semiconductor Ord Shs New (TSEM) | 3.4 | $94M | 360k | 260.64 | |
| Stmicroelectronics Ny Registry (STM) | 2.8 | $77M | 1.0M | 74.89 | |
| Sandisk Corp (SNDK) | 2.4 | $66M | 29k | 2273.73 | |
| Fabrinet Ord SHS (FN) | 2.3 | $63M | 113k | 562.08 | |
| Motorola Solutions Ord Com New (MSI) | 2.1 | $57M | 137k | 415.29 |
