Analog Century Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Analog Century Management LP reported 23 stock positions worth $1.5 billion. Its top holding was Monolithic Power Systems (MPWR) at 6.5% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Marvell Technology (MRVL, 6.1%). Compared with Q2 2024, it opened 4 new positions, sold out of 4 and added to 19. The biggest buy was a new position in Amphenol Class A (APH) and the biggest sale an exit from Everpure Class A (P).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001753384
- Portfolio Value
- $1.5B (Q3 2024)
- SEC Filing
- 0001420506-24-002481 ↗ filed Nov 14, 2024
Holdings Value
Holdings 23 stocks · $1.5B
| MPWR Monolithic Power Systems Inc. | 6.53% | 103,840 | $96.0M | Add +28.2% |
| NVDA Nvidia Corp. | 6.37% | 771,871 | $93.7M | Add +35.1% |
| MRVL Marvell Technology Inc. | 6.06% | 1,236,076 | $89.1M | Add +51.5% |
| AMD Advanced Micro Devices | 5.84% | 523,155 | $85.8M | Add +53.7% |
| TSM Taiwan Semiconductor-SP ADR | 5.83% | 493,428 | $85.7M | Add +24.9% |
| APH Amphenol Corp. Class A | 5.65% | 1,274,628 | $83.1M | New |
| ON On Semiconductor | 5.27% | 1,067,742 | $77.5M | Add +48.7% |
| AVGO Broadcom Inc. | 5.14% | 438,691 | $75.7M | Add +20.1% |
| SNPS Synopsys Inc. | 5.03% | 146,061 | $74.0M | Add +56.8% |
| AMAT Applied Materials Inc. | 4.29% | 312,545 | $63.1M | Add +25.5% |
| KLAC KLA Corp. | 4.20% | 79,785 | $61.8M | Add +29.9% |
| CLS Celestica Inc. | 4.18% | 1,204,226 | $61.6M | Add +46.3% |
| FN Fabrinet | 4.11% | 255,979 | $60.5M | Add +58.2% |
| MTSI Macom Technology Solutions H | 4.04% | 534,320 | $59.4M | Add +23.4% |
| ARW Arrow Electronics Inc. | 3.60% | 398,323 | $52.9M | Add +74.5% |
| ANET Arista Networks Inc. | 3.50% | 134,151 | $51.5M | Add +49.6% |
| ALAB Astera Labs Inc. | 3.23% | 906,377 | $47.5M | New |
| ST Sensata Technologies Holdplc | 3.18% | 1,306,002 | $46.8M | Add +64.1% |
| CIEN Ciena Corp. | 3.17% | 756,032 | $46.6M | New |
| STM Stmicroelectronics NV-NY SHS | 2.93% | 1,447,597 | $43.0M | Add +21.7% |
| ALGM Allegro Microsystems Inc. | 2.71% | 1,709,448 | $39.8M | Add +80.4% |
| TSEM Tower Semiconductor Ltd. | 2.65% | 880,137 | $39.0M | Add +42.9% |
| AXON Axon Enterprise Inc. | 2.50% | 92,057 | $36.8M | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| APH Amphenol Corp. Class A | New | 5.65% | +5.65 |
| ALAB Astera Labs Inc. | New | 3.23% | +3.23 |
| CIEN Ciena Corp. | New | 3.17% | +3.17 |
| AXON Axon Enterprise Inc. | New | 2.50% | +2.50 |
| ARW Arrow Electronics Inc. | Add +74.5% | 3.60% | +0.86 |
| MRVL Marvell Technology Inc. | Add +51.5% | 6.06% | +0.41 |
| ON On Semiconductor | Add +48.7% | 5.27% | +0.39 |
| ANET Arista Networks Inc. | Add +49.6% | 3.50% | +0.39 |
| AMD Advanced Micro Devices | Add +53.7% | 5.84% | +0.37 |
| TSEM Tower Semiconductor Ltd. | Add +42.9% | 2.65% | +0.25 |
| ST Sensata Technologies Holdplc | Add +64.1% | 3.18% | +0.24 |
| FN Fabrinet | Add +58.2% | 4.11% | +0.19 |
| ALGM Allegro Microsystems Inc. | Add +80.4% | 2.71% | +0.06 |
| MPWR Monolithic Power Systems Inc. | Add +28.2% | 6.53% | −0.07 |
| SNPS Synopsys Inc. | Add +56.8% | 5.03% | −0.46 |
| CLS Celestica Inc. | Add +46.3% | 4.18% | −0.49 |
| NVDA Nvidia Corp. | Add +35.1% | 6.37% | −0.62 |
| AVGO Broadcom Inc. | Add +20.1% | 5.14% | −0.67 |
| MTSI Macom Technology Solutions H | Add +23.4% | 4.04% | −0.74 |
| KLAC KLA Corp. | Add +29.9% | 4.20% | −0.82 |
| TSM Taiwan Semiconductor-SP ADR | Add +24.9% | 5.83% | −0.98 |
| AMAT Applied Materials Inc. | Add +25.5% | 4.29% | −1.53 |
| STM Stmicroelectronics NV-NY SHS | Add +21.7% | 2.93% | −1.71 |
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 |