Institutional Fund
Analog Century Management LP
New York, NYCIK 17533846 filings on record
Portfolio Value
$2.09B
Q1 2026
Holdings
25
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+3.0%
from $2.03B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation6.2%
- Lumentum Hldgs Inc5.3%
- Broadcom Inc5.2%
- Akamai Technologies Inc5.1%
- Advanced Energy Inds5.0%
- Arm Holdings PLC5.0%
- Other68.1%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 750.1K | $130.82M | 6.2% | +17.2K | Added |
| 2 | Lumentum Hldgs Inc | 157.7K | $110.82M | 5.3% | −176.3K | Reduced |
| 3 | Broadcom Inc | 354.1K | $109.59M | 5.2% | +93.2K | Added |
| 4 | Akamai Technologies Inc | 927.0K | $106.47M | 5.1% | +927.0K | New |
| 5 | Advanced Energy Inds | 324.7K | $104.77M | 5.0% | −139.3K | Reduced |
| 6 | Arm Holdings PLC | 691.4K | $104.59M | 5.0% | +691.4K | New |
| 7 | Taiwan Semiconductor Mfg Ltd | 302.9K | $102.36M | 4.9% | −91.2K | Reduced |
| 8 | Amphenol Corp New | 781.0K | $98.67M | 4.7% | +52.9K | Added |
| 9 | Macom Tech Solutions Hldgs I | 436.3K | $96.90M | 4.6% | −169.8K | Reduced |
| 10 | Motorola Solutions Inc | 222.1K | $96.39M | 4.6% | +36.6K | Added |
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