The Analysis of Analog Century Management LP's Holdings


Currently, Analog Century Management LP holds 24 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in NOK (+16.1M shares, valued at $104.2M), MU (+359.7K shares, valued at $102.7M), MSI (+185.5K shares, valued at $71.1M); decreased their positions in LITE (-351.8K shares, valued at $129.7M), CIEN (-289.0K shares, valued at $67.6M), FN (-105.6K shares, valued at $48.1M); initiated new positions in NOK (+16.1M shares, valued at $104.2M), MU (+359.7K shares, valued at $102.7M), MSI (+185.5K shares, valued at $71.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION732.9K shares-2.80%2025-12-312026-02-13history
LITE LUMENTUM HLDGS INC333.9K shares-51.30%2025-12-312026-02-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD394.0K shares-2.79%2025-12-312026-02-13history
NOK NOKIA CORP16.1M sharesnew addition2025-12-312026-02-13history
AMAT APPLIED MATLS INC404.4K shares28.36%2025-12-312026-02-13history
MTSI MACOM TECH SOLUTIONS HLDGS I606.2K shares-11.48%2025-12-312026-02-13history
MU MICRON TECHNOLOGY INC359.7K sharesnew addition2025-12-312026-02-13history
CIEN CIENA CORP428.8K shares-40.26%2025-12-312026-02-13history
Sponsored
APH AMPHENOL CORP NEW728.1K shares-10.10%2025-12-312026-02-13history
AEIS ADVANCED ENERGY INDS463.9K shares-0.72%2025-12-312026-02-13history
TSEM TOWER SEMICONDUCTOR LTD811.5K shares-12.29%2025-12-312026-02-13history
BROADCOM INC BROADCOM INC260.9K shares-14.00%2025-12-312026-02-13history
KLAC KLA CORP71.6K shares-18.82%2025-12-312026-02-13history
FN FABRINET173.3K shares-37.87%2025-12-312026-02-13history
CAMT CAMTEK LTD693.7K shares14.81%2025-12-312026-02-13history
MSI MOTOROLA SOLUTIONS INC185.5K sharesnew addition2025-12-312026-02-13history
Sponsored
TE CONNECTIVITY PLC TE CONNECTIVITY PLC294.6K sharesnew addition2025-12-312026-02-13history
HPE HEWLETT PACKARD ENTERPRISE C2.7M shares8.58%2025-12-312026-02-13history
MPWR MONOLITHIC PWR SYS INC70.7K shares-8.85%2025-12-312026-02-13history
ON ON SEMICONDUCTOR CORP1.1M shares-22.91%2025-12-312026-02-13history
ALAB ASTERA LABS INC309.0K sharesnew addition2025-12-312026-02-13history
ALGM ALLEGRO MICROSYSTEMS INC1.9M shares60.86%2025-12-312026-02-13history
OLED UNIVERSAL DISPLAY CORP401.7K sharesnew addition2025-12-312026-02-13history
ST SENSATA TECHNOLOGIES HLDG PL1.3M shares7.02%2025-12-312026-02-13history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available