Analog Century Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Analog Century Management LP reported 23 stock positions worth $1.7 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 7.7% of the portfolio, followed by Nvidia (NVDA, 7.6%) and Broadcom (AVGO, 6.1%). Compared with Q1 2025, it opened 4 new positions, sold out of 4, added to 11 and reduced 8. The biggest buy was a new position in Corning (GLW) and the biggest sale an exit from Synopsys (SNPS).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001753384
- Portfolio Value
- $1.7B (Q2 2025)
- SEC Filing
- 0001420506-25-002028 ↗ filed Aug 14, 2025
Holdings Value
Holdings 23 stocks · $1.7B
| TSM Taiwan Semiconductor-SP ADR | 7.67% | 577,707 | $130.8M | Add +9.1% |
| NVDA Nvidia Corp. | 7.64% | 825,433 | $130.4M | Add +1.8% |
| AVGO Broadcom Inc. | 6.09% | 377,093 | $103.9M | Reduce -16.4% |
| AMD Advanced Micro Devices | 5.65% | 679,140 | $96.4M | Add +12.2% |
| FN Fabrinet | 5.56% | 321,814 | $94.8M | Reduce -2.1% |
| APH Amphenol Corp. Class A | 5.46% | 942,861 | $93.1M | Reduce -19.9% |
| MTSI Macom Technology Solutions H | 5.41% | 643,765 | $92.2M | Add +11.4% |
| LITE Lumentum Holdings Inc. | 5.06% | 908,135 | $86.3M | Reduce -6.2% |
| KLAC KLA Corp. | 4.73% | 90,168 | $80.8M | Reduce -3.1% |
| ON On Semiconductor | 4.53% | 1,475,982 | $77.4M | Add +30.0% |
| MRVL Marvell Technology Inc. | 4.30% | 947,054 | $73.3M | Add +44.2% |
| CIEN Ciena Corp. | 4.29% | 898,981 | $73.1M | Add +6.8% |
| GLW Corning Inc. | 4.10% | 1,329,189 | $69.9M | New |
| STM Stmicroelectronics NV-NY SHS | 3.89% | 2,182,403 | $66.4M | Add +37.3% |
| CLS Celestica Inc. | 3.44% | 375,437 | $58.6M | New |
| AXON Axon Enterprise Inc. | 3.37% | 69,459 | $57.5M | Reduce -35.7% |
| ANSS Ansys Inc. | 3.21% | 156,006 | $54.8M | New |
| RMBS Rambus Inc. | 3.10% | 827,102 | $53.0M | Add +21.6% |
| CAMT Camtek Ltd. | 3.07% | 618,743 | $52.3M | New |
| ALGM Allegro Microsystems Inc. | 2.75% | 1,371,590 | $46.9M | Reduce -29.0% |
| ARW Arrow Electronics Inc. | 2.72% | 364,372 | $46.4M | Add +7.8% |
| TSEM Tower Semiconductor Ltd. | 2.09% | 823,548 | $35.7M | Add +4.2% |
| ST Sensata Technologies Holdplc | 1.87% | 1,060,438 | $31.9M | Reduce -18.5% |
Portfolio Sells Q1 2025 → Q2 2025
| SNPS Synopsys Inc. | Sold out | 0.00% | −5.45 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −3.84 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −3.42 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −2.62 |
| AXON Axon Enterprise Inc. | Reduce -35.7% | 3.37% | −1.23 |
| ALGM Allegro Microsystems Inc. | Reduce -29.0% | 2.75% | −1.19 |
| APH Amphenol Corp. Class A | Reduce -19.9% | 5.46% | −0.80 |
| ST Sensata Technologies Holdplc | Reduce -18.5% | 1.87% | −0.69 |
| KLAC KLA Corp. | Reduce -3.1% | 4.73% | −0.39 |
| AVGO Broadcom Inc. | Reduce -16.4% | 6.09% | −0.03 |
| LITE Lumentum Holdings Inc. | Reduce -6.2% | 5.06% | +0.17 |
| FN Fabrinet | Reduce -2.1% | 5.56% | +0.30 |
Portfolio Buys Q1 2025 → Q2 2025
| GLW Corning Inc. | New | 4.10% | +4.10 |
| CLS Celestica Inc. | New | 3.44% | +3.44 |
| ANSS Ansys Inc. | New | 3.21% | +3.21 |
| CAMT Camtek Ltd. | New | 3.07% | +3.07 |
| STM Stmicroelectronics NV-NY SHS | Add +37.3% | 3.89% | +1.06 |
| MRVL Marvell Technology Inc. | Add +44.2% | 4.30% | +1.02 |
| ON On Semiconductor | Add +30.0% | 4.53% | +0.79 |
| MTSI Macom Technology Solutions H | Add +11.4% | 5.41% | +0.71 |
| AMD Advanced Micro Devices | Add +12.2% | 5.65% | +0.61 |
| TSM Taiwan Semiconductor-SP ADR | Add +9.1% | 7.67% | +0.55 |
| NVDA Nvidia Corp. | Add +1.8% | 7.64% | +0.52 |
| RMBS Rambus Inc. | Add +21.6% | 3.10% | +0.25 |
| CIEN Ciena Corp. | Add +6.8% | 4.29% | +0.17 |
| ARW Arrow Electronics Inc. | Add +7.8% | 2.72% | −0.12 |
| TSEM Tower Semiconductor Ltd. | Add +4.2% | 2.09% | −0.19 |
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 |