Analog Century Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Analog Century Management LP reported 23 stock positions worth $1.0 billion. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 6.8%) and Monolithic Power Systems (MPWR, 6.6%). Compared with Q1 2024, it opened 1 new position, sold out of 2, added to 19 and reduced 3. The biggest buy was a new position in Celestica (CLS) and the biggest sale an exit from Ciena (CIEN).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001753384
- Portfolio Value
- $1.0B (Q2 2024)
- SEC Filing
- 0001753384-24-000008 ↗ filed Aug 14, 2024
Holdings Value
Holdings 23 stocks · $1.0B
| NVDA Nvidia Corp. | 7.00% | 571,451 | $70.6M | Reduce -3.0% |
| TSM Taiwan Semiconductor-SP ADR | 6.80% | 395,065 | $68.7M | Add +27.5% |
| MPWR Monolithic Power Systems Inc. | 6.59% | 80,995 | $66.6M | Add +47.0% |
| AMAT Applied Materials Inc. | 5.83% | 249,112 | $58.8M | Add +25.9% |
| AVGO Broadcom Inc. | 5.81% | 36,543 | $58.7M | Add +28.6% |
| MRVL Marvell Technology Inc. | 5.65% | 815,637 | $57.0M | Add +66.7% |
| SNPS Synopsys Inc. | 5.49% | 93,147 | $55.4M | Add +35.1% |
| AMD Advanced Micro Devices | 5.47% | 340,349 | $55.2M | Add +71.8% |
| KLAC KLA Corp. | 5.02% | 61,409 | $50.6M | Add +43.6% |
| ON On Semiconductor | 4.88% | 717,932 | $49.2M | Add +37.4% |
| MTSI Macom Technology Solutions H | 4.78% | 432,930 | $48.3M | Add +22.3% |
| CLS Celestica Inc. | 4.68% | 823,309 | $47.2M | New |
| STM Stmicroelectronics NV-NY SHS | 4.63% | 1,189,798 | $46.7M | Add +37.6% |
| FN Fabrinet | 3.92% | 161,767 | $39.6M | Add +2.5% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 3.31% | 520,790 | $33.4M | Add +16.6% |
| ANET Arista Networks Inc. | 3.11% | 89,662 | $31.4M | Add +13.1% |
| ST Sensata Technologies Holdplc | 2.95% | 795,664 | $29.7M | Add +65.4% |
| ARW Arrow Electronics Inc. | 2.73% | 228,303 | $27.6M | Add +159.8% |
| ALGM Allegro Microsystems Inc. | 2.65% | 947,782 | $26.8M | Add +2.2% |
| SMCI Super Micro Computer Inc. | 2.64% | 32,511 | $26.6M | Add +18.1% |
| TSEM Tower Semiconductor Ltd. | 2.40% | 616,015 | $24.2M | Reduce -6.2% |
| MBLY Mobileye Global Inc. Class A | 2.07% | 745,335 | $20.9M | Add +9.0% |
| CALX Calix Inc. | 1.58% | 449,439 | $15.9M | Reduce -11.2% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| CLS Celestica Inc. | New | 4.68% | +4.68 |
| MPWR Monolithic Power Systems Inc. | Add +47.0% | 6.59% | +1.39 |
| ARW Arrow Electronics Inc. | Add +159.8% | 2.73% | +1.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +27.5% | 6.80% | +0.93 |
| KLAC KLA Corp. | Add +43.6% | 5.02% | +0.85 |
| MRVL Marvell Technology Inc. | Add +66.7% | 5.65% | +0.81 |
| AVGO Broadcom Inc. | Add +28.6% | 5.81% | +0.56 |
| AMD Advanced Micro Devices | Add +71.8% | 5.47% | +0.48 |
| ST Sensata Technologies Holdplc | Add +65.4% | 2.95% | +0.48 |
| AMAT Applied Materials Inc. | Add +25.9% | 5.83% | +0.13 |
| P Everpure Inc. Class A | Add +16.6% | 3.31% | +0.07 |
| MTSI Macom Technology Solutions H | Add +22.3% | 4.78% | +0.06 |
| SNPS Synopsys Inc. | Add +35.1% | 5.49% | −0.00 |
| ANET Arista Networks Inc. | Add +13.1% | 3.11% | −0.09 |
| FN Fabrinet | Add +2.5% | 3.92% | −0.24 |
| ON On Semiconductor | Add +37.4% | 4.88% | −0.49 |
| STM Stmicroelectronics NV-NY SHS | Add +37.6% | 4.63% | −0.58 |
| ALGM Allegro Microsystems Inc. | Add +2.2% | 2.65% | −0.84 |
| MBLY Mobileye Global Inc. Class A | Add +9.0% | 2.07% | −0.99 |
| SMCI Super Micro Computer Inc. | Add +18.1% | 2.64% | −1.24 |
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 |