Analog Century Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Analog Century Management LP reported 23 stock positions worth $1.9 billion. Its top holding was Nvidia (NVDA) at 7.6% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 6.1%) and Corning (GLW, 6.0%). Compared with Q2 2025, it opened 4 new positions, sold out of 4, added to 5 and reduced 14. The biggest buy was a new position in Advanced Energy Industries (AEIS) and the biggest sale an exit from Advanced Micro Devices (AMD).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001753384
- Portfolio Value
- $1.9B (Q3 2025)
- SEC Filing
- 0001420506-25-003458 ↗ filed Nov 17, 2025
Holdings Value
Holdings 23 stocks · $1.9B
| NVDA Nvidia Corp. | 7.55% | 754,100 | $140.7M | Reduce -8.6% |
| TSM Taiwan Semiconductor-SP ADR | 6.08% | 405,368 | $113.2M | Reduce -29.8% |
| GLW Corning Inc. | 6.03% | 1,368,477 | $112.3M | Add +3.0% |
| LITE Lumentum Holdings Inc. | 5.99% | 685,710 | $111.6M | Reduce -24.5% |
| CIEN Ciena Corp. | 5.61% | 717,741 | $104.6M | Reduce -20.2% |
| FN Fabrinet | 5.46% | 278,931 | $101.7M | Reduce -13.3% |
| APH Amphenol Corp. Class A | 5.38% | 809,896 | $100.2M | Reduce -14.1% |
| AVGO Broadcom Inc. | 5.37% | 303,358 | $100.1M | Reduce -19.6% |
| KLAC KLA Corp. | 5.11% | 88,256 | $95.2M | Reduce -2.1% |
| MTSI Macom Technology Solutions H | 4.58% | 684,774 | $85.2M | Add +6.4% |
| AEIS Advanced Energy Industries | 4.27% | 467,301 | $79.5M | New |
| STM Stmicroelectronics NV-NY SHS | 4.22% | 2,780,953 | $78.6M | Add +27.4% |
| MPWR Monolithic Power Systems Inc. | 3.84% | 77,591 | $71.4M | New |
| ON On Semiconductor | 3.73% | 1,407,903 | $69.4M | Reduce -4.6% |
| TSEM Tower Semiconductor Ltd. | 3.59% | 925,202 | $66.9M | Add +12.3% |
| RMBS Rambus Inc. | 3.53% | 631,343 | $65.8M | Reduce -23.7% |
| AMAT Applied Materials Inc. | 3.46% | 315,078 | $64.5M | New |
| MRVL Marvell Technology Inc. | 3.46% | 765,656 | $64.4M | Reduce -19.1% |
| CAMT Camtek Ltd. | 3.41% | 604,259 | $63.5M | Reduce -2.3% |
| HPE Hewlett Packard Enterprise | 3.30% | 2,502,012 | $61.4M | New |
| ARW Arrow Electronics Inc. | 2.22% | 341,959 | $41.4M | Reduce -6.2% |
| ST Sensata Technologies Holdplc | 1.97% | 1,200,636 | $36.7M | Add +13.2% |
| ALGM Allegro Microsystems Inc. | 1.84% | 1,174,953 | $34.3M | Reduce -14.3% |
Portfolio Sells Q2 2025 → Q3 2025
| AMD Advanced Micro Devices | Sold out | 0.00% | −5.65 |
| CLS Celestica Inc. | Sold out | 0.00% | −3.44 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −3.37 |
| ANSS Ansys Inc. | Sold out | 0.00% | −3.21 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -29.8% | 6.08% | −1.59 |
| ALGM Allegro Microsystems Inc. | Reduce -14.3% | 1.84% | −0.91 |
| MRVL Marvell Technology Inc. | Reduce -19.1% | 3.46% | −0.84 |
| ON On Semiconductor | Reduce -4.6% | 3.73% | −0.81 |
| AVGO Broadcom Inc. | Reduce -19.6% | 5.37% | −0.72 |
| ARW Arrow Electronics Inc. | Reduce -6.2% | 2.22% | −0.50 |
| FN Fabrinet | Reduce -13.3% | 5.46% | −0.10 |
| NVDA Nvidia Corp. | Reduce -8.6% | 7.55% | −0.09 |
| APH Amphenol Corp. Class A | Reduce -14.1% | 5.38% | −0.08 |
| CAMT Camtek Ltd. | Reduce -2.3% | 3.41% | +0.34 |
| KLAC KLA Corp. | Reduce -2.1% | 5.11% | +0.38 |
| RMBS Rambus Inc. | Reduce -23.7% | 3.53% | +0.43 |
| LITE Lumentum Holdings Inc. | Reduce -24.5% | 5.99% | +0.93 |
| CIEN Ciena Corp. | Reduce -20.2% | 5.61% | +1.33 |
Portfolio Buys Q2 2025 → Q3 2025
| AEIS Advanced Energy Industries | New | 4.27% | +4.27 |
| MPWR Monolithic Power Systems Inc. | New | 3.84% | +3.84 |
| AMAT Applied Materials Inc. | New | 3.46% | +3.46 |
| HPE Hewlett Packard Enterprise | New | 3.30% | +3.30 |
| GLW Corning Inc. | Add +3.0% | 6.03% | +1.93 |
| TSEM Tower Semiconductor Ltd. | Add +12.3% | 3.59% | +1.50 |
| STM Stmicroelectronics NV-NY SHS | Add +27.4% | 4.22% | +0.33 |
| ST Sensata Technologies Holdplc | Add +13.2% | 1.97% | +0.10 |
| MTSI Macom Technology Solutions H | Add +6.4% | 4.58% | −0.83 |
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 |