Analog Century Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Analog Century Management LP reported 24 stock positions worth $717.0 million. Its top holding was Nvidia (NVDA) at 7.4% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 5.9%) and Applied Materials (AMAT, 5.7%). Compared with Q4 2023, it opened 3 new positions, sold out of 2, added to 17 and reduced 4. The biggest buy was a new position in Marvell Technology (MRVL) and the biggest sale Advanced Micro Devices (AMD, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001753384
- Portfolio Value
- $717.0M (Q1 2024)
- SEC Filing
- 0001753384-24-000004 ↗ filed May 15, 2024
Holdings Value
Holdings 24 stocks · $717.0M
| NVDA Nvidia Corp. | 7.43% | 58,930 | $53.2M | Reduce -3.2% |
| TSM Taiwan Semiconductor-SP ADR | 5.88% | 309,826 | $42.2M | Add +33.3% |
| AMAT Applied Materials Inc. | 5.69% | 197,903 | $40.8M | Add +10.3% |
| SNPS Synopsys Inc. | 5.50% | 68,964 | $39.4M | Add +72.8% |
| ON On Semiconductor | 5.36% | 522,721 | $38.4M | Add +68.7% |
| AVGO Broadcom Inc. | 5.25% | 28,427 | $37.7M | Add +23.6% |
| STM Stmicroelectronics NV-NY SHS | 5.21% | 864,668 | $37.4M | Add +69.0% |
| MPWR Monolithic Power Systems Inc. | 5.21% | 55,095 | $37.3M | Add +58.8% |
| AMD Advanced Micro Devices | 4.99% | 198,111 | $35.8M | Reduce -5.2% |
| MRVL Marvell Technology Inc. | 4.84% | 489,413 | $34.7M | New |
| MTSI Macom Technology Solutions H | 4.72% | 354,043 | $33.9M | Add +24.7% |
| KLAC KLA Corp. | 4.17% | 42,777 | $29.9M | Add +18.5% |
| FN Fabrinet | 4.16% | 157,845 | $29.8M | Add +24.3% |
| SMCI Super Micro Computer Inc. | 3.88% | 27,532 | $27.8M | Reduce -60.0% |
| ALGM Allegro Microsystems Inc. | 3.49% | 927,730 | $25.0M | Add +127.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 3.24% | 446,638 | $23.2M | Add +46.8% |
| ANET Arista Networks Inc. | 3.20% | 79,246 | $23.0M | Add +49.0% |
| MBLY Mobileye Global Inc. Class A | 3.06% | 683,513 | $22.0M | New |
| TSEM Tower Semiconductor Ltd. | 3.06% | 656,732 | $22.0M | Add +46.9% |
| CIEN Ciena Corp. | 2.64% | 382,183 | $18.9M | Reduce -5.7% |
| HLIT Harmonic Inc. | 2.63% | 1,402,838 | $18.9M | Add +92.8% |
| ST Sensata Technologies Holdplc | 2.46% | 481,023 | $17.7M | Add +130.4% |
| CALX Calix Inc. | 2.34% | 505,852 | $16.8M | Add +82.3% |
| ARW Arrow Electronics Inc. | 1.59% | 87,858 | $11.4M | New |
Portfolio Sells Q4 2023 → Q1 2024
| AMD Advanced Micro Devices | Reduce -5.2% | 4.99% | −2.14 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −1.66 |
| CIEN Ciena Corp. | Reduce -5.7% | 2.64% | −1.58 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.76 |
| SMCI Super Micro Computer Inc. | Reduce -60.0% | 3.88% | −0.65 |
| NVDA Nvidia Corp. | Reduce -3.2% | 7.43% | +0.46 |
Portfolio Buys Q4 2023 → Q1 2024
| MRVL Marvell Technology Inc. | New | 4.84% | +4.84 |
| MBLY Mobileye Global Inc. Class A | New | 3.06% | +3.06 |
| ARW Arrow Electronics Inc. | New | 1.59% | +1.59 |
| SNPS Synopsys Inc. | Add +72.8% | 5.50% | +0.75 |
| P Everpure Inc. Class A | Add +46.8% | 3.24% | +0.73 |
| ST Sensata Technologies Holdplc | Add +130.4% | 2.46% | +0.65 |
| ALGM Allegro Microsystems Inc. | Add +127.3% | 3.49% | +0.63 |
| HLIT Harmonic Inc. | Add +92.8% | 2.63% | +0.44 |
| ANET Arista Networks Inc. | Add +49.0% | 3.20% | +0.31 |
| TSM Taiwan Semiconductor-SP ADR | Add +33.3% | 5.88% | +0.29 |
| MPWR Monolithic Power Systems Inc. | Add +58.8% | 5.21% | +0.15 |
| TSEM Tower Semiconductor Ltd. | Add +46.9% | 3.06% | −0.09 |
| CALX Calix Inc. | Add +82.3% | 2.34% | −0.46 |
| ON On Semiconductor | Add +68.7% | 5.36% | −0.62 |
| AVGO Broadcom Inc. | Add +23.6% | 5.25% | −0.68 |
| KLAC KLA Corp. | Add +18.5% | 4.17% | −0.68 |
| STM Stmicroelectronics NV-NY SHS | Add +69.0% | 5.21% | −0.72 |
| AMAT Applied Materials Inc. | Add +10.3% | 5.69% | −1.03 |
| MTSI Macom Technology Solutions H | Add +24.7% | 4.72% | −1.38 |
| FN Fabrinet | Add +24.3% | 4.16% | −1.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $2.7B | AMAT, APH, TSM, MU, NVDA |
| Q1 2026 | 25 | $2.1B | NVDA, LITE, AVGO, AKAM, AEIS |
| Q4 2025 | 24 | $2.0B | NVDA, LITE, TSM, NOK, AMAT |
| Q3 2025Amended | 23 | $1.9B | NVDA, TSM, GLW, LITE, CIEN |
| Q2 2025 | 23 | $1.7B | TSM, NVDA, AVGO, AMD, FN |
| Q1 2025 | 23 | $1.2B | NVDA, TSM, APH, AVGO, SNPS |
| Q4 2024 | 23 | $1.5B | NVDA, TSM, AVGO, APH, MRVL |
| Q3 2024 | 23 | $1.5B | MPWR, NVDA, MRVL, AMD, TSM |
| Q2 2024 | 23 | $1.0B | NVDA, TSM, MPWR, AMAT, AVGO |
| Q1 2024 | 24 | $717.0M | NVDA, TSM, AMAT, SNPS, ON |