Analog Century Management LP — 13F holdings

Analog Century Management LP reported 25 holdings worth $2.73B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $159M (5.8%)
2. APH AMPHENOL CORP NEW — $143M (5.2%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $142M (5.2%)
4. MU MICRON TECHNOLOGY INC — $138M (5.0%)
5. NVDA NVIDIA CORPORATION — $136M (5.0%)
6. ONTO ONTO INNOVATION INC — $126M (4.6%)
7. AEIS ADVANCED ENERGY INDS — $124M (4.5%)
8. ALAB ASTERA LABS INC — $123M (4.5%)
9. SIMO SILICON MOTION TECHNOLOGY CO — $121M (4.4%)
10. ADI ANALOG DEVICES INC — $114M (4.2%)