Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
Analog Century Management LP
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$2.1B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
25
positionsALL retained default holdings for this (filer, period), including NULL-value ones
8
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
7
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMposition key pos:16535 · issuer key iss:1593 | add | −$5.9M | +17,176 | $137M | $131M | 732,949 | 750,125 | |
LUMENTUM HLDGS INC COMposition key pos:18585 · issuer key iss:1379 | trim | −$12.3M | −176,261 | $123M | $111M | 333,949 | 157,688 | |
BROADCOM INC COMposition key pos:13695 · issuer key iss:441 | add | +$19.3M | +93,167 | $90.3M | $110M | 260,894 | 354,061 | |
AKAMAI TECHNOLOGIES INC COMposition key pos:17942 · issuer key iss:108 | new | +$106M | +927,023 | $0 | $106M | — | 927,023 | |
ADVANCED ENERGY INDS COMposition key pos:11223 · issuer key iss:88 | trim | +$7.6M | −139,288 | $97.1M | $105M | 463,939 | 324,651 | |
ARM HOLDINGS PLC SPONSORED ADSposition key pos:11356 · issuer key iss:245 | new | +$105M | +691,364 | $0 | $105M | — | 691,364 | |
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSposition key pos:18380 · issuer key iss:2080 | trim | −$17.4M | −91,153 | $120M | $102M | 394,038 | 302,885 | |
AMPHENOL CORP CL Aposition key pos:16124 · issuer key iss:197 | add | +$284K | +52,896 | $98.4M | $98.7M | 728,059 | 780,955 | |
MACOM TECH SOLUTIONS HLDGS I COMposition key pos:17416 · issuer key iss:1400 | trim | −$6.9M | −169,823 | $104M | $96.9M | 606,169 | 436,346 | |
MOTOROLA SOLUTIONS INC COM NEWposition key pos:14260 · issuer key iss:1511 | add | +$25.3M | +36,623 | $71.1M | $96.4M | 185,485 | 222,108 | |
CIENA CORP COM NEWposition key pos:17041 · issuer key iss:581 | trim | −$4.2M | −181,375 | $100M | $96.1M | 428,787 | 247,412 | |
APPLIED MATLS INC COMposition key pos:15036 · issuer key iss:226 | trim | −$8.6M | −125,448 | $104M | $95.4M | 404,442 | 278,994 | |
VIAVI SOLUTIONS INC COMposition key pos:11348 · issuer key iss:2269 | new | +$91.9M | +2,762,418 | $0 | $91.9M | — | 2,762,418 | |
FABRINET SHSposition key pos:18079 · issuer key iss:2504 | trim | +$10.5M | −1,805 | $78.9M | $89.4M | 173,298 | 171,493 | |
HEWLETT PACKARD ENTERPRISE C COMposition key pos:11088 · issuer key iss:1112 | add | +$21.3M | +918,442 | $65.3M | $86.6M | 2,716,725 | 3,635,167 | |
NOKIA CORP SPONSORED ADRposition key pos:12814 · issuer key iss:1575 | trim | −$19.9M | −5,617,139 | $104M | $84.4M | 16,111,905 | 10,494,766 | |
TOWER SEMICONDUCTOR LTD SHS NEWposition key pos:11104 · issuer key iss:2689 | trim | −$14.0M | −348,448 | $95.3M | $81.3M | 811,470 | 463,022 | |
STMICROELECTRONICS N V NY REGISTRYposition key pos:13025 · issuer key iss:2045 | new | +$80.6M | +2,334,005 | $0 | $80.6M | — | 2,334,005 | |
SILICON MOTION TECHNOLOGY CO SPONSORED ADRposition key sid:sec:prov:a74e38bfd7e93554eeff15850e62a61f · issuer key cusip6:82706C | new | +$60.5M | +538,748 | $0 | $60.5M | — | 538,748 | |
ASTERA LABS INC COMposition key pos:15418 · issuer key iss:262 | add | +$3.9M | +195,288 | $51.4M | $55.3M | 309,013 | 504,301 | |
LITTELFUSE INC COMposition key pos:12239 · issuer key iss:1363 | new | +$52.3M | +153,997 | $0 | $52.3M | — | 153,997 | |
SENSATA TECHNOLOGIES HLDG PL SHSposition key pos:14431 · issuer key iss:2612 | add | +$8.9M | +183,668 | $42.8M | $51.7M | 1,284,898 | 1,468,566 | |
MICRON TECHNOLOGY INC COMposition key pos:16109 · issuer key iss:1476 | trim | −$54.0M | −215,670 | $103M | $48.7M | 359,680 | 144,010 | |
MARVELL TECHNOLOGY INC COMposition key pos:18363 · issuer key iss:1429 | new | +$37.8M | +381,455 | $0 | $37.8M | — | 381,455 | |
SANDISK CORP COMposition key pos:13194 · issuer key iss:1924 | new | +$21.2M | +33,352 | $0 | $21.2M | — | 33,352 | |
| pos:11742 | exit‡e | −$49.9M | −1,890,072 | $49.9M | $0 | 1,890,072 | — | |
| pos:15658 | exit‡e | −$67.0M | −294,566 | $67.0M | $0 | 294,566 | — | |
| pos:15750 | exit‡e | −$64.1M | −70,723 | $64.1M | $0 | 70,723 | — | |
| pos:18074 | exit‡e | −$58.8M | −1,085,296 | $58.8M | $0 | 1,085,296 | — | |
| pos:18090 | exit‡e | −$46.9M | −401,726 | $46.9M | $0 | 401,726 | — | |
| pos:19106 | exit‡e | −$87.1M | −71,648 | $87.1M | $0 | 71,648 | — | |
| sid:sec:prov:56bae275e7c8ff6b3019599a71e87dec | exit‡e | −$73.8M | −693,720 | $73.8M | $0 | 693,720 | — |
12 more changes below.
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 100.0%above median 80.0%
- Concentration index
- 438 bpsbelow median 446 bps
- Positions with value
- 25 / 25median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 100.0% · HHI (bps) ·§: 438integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 32
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open Analog Century Management LP's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–25 of 25 positions · $2.1B disclosed value over 25 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. |
|---|---|---|---|---|---|---|---|---|
| — | NVDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA CORPORATION NVIDIA CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $131M | 750,125 | — | 6.2% | — | |
| — | LITEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LUMENTUM HLDGS INC LUMENTUM HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $111M | 157,688 | — | 5.3% | — | |
| — | AVGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROADCOM INC BROADCOM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $110M | 354,061 | — | 5.2% | — | |
| — | AKAMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $106M | 927,023 | — | 5.1% | — | |
| — | AEISverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ADVANCED ENERGY INDS ADVANCED ENERGY INDS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $105M | 324,651 | — | 5.0% | — | |
| — | ARMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARM HOLDINGS PLC ARM HOLDINGS PLC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $105M | 691,364 | — | 5.0% | — | |
| — | TSMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $102M | 302,885 | — | 4.9% | — | |
| — | APHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMPHENOL CORP AMPHENOL CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $98.7M | 780,955 | — | 4.7% | — | |
| — | MTSIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MACOM TECH SOLUTIONS HLDGS I MACOM TECH SOLUTIONS HLDGS I · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $96.9M | 436,346 | — | 4.6% | — | |
| — | MSIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MOTOROLA SOLUTIONS INC MOTOROLA SOLUTIONS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $96.4M | 222,108 | — | 4.6% | — | |
| — | CIENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CIENA CORP CIENA CORP · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $96.1M | 247,412 | — | 4.6% | — | |
| — | AMATverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLIED MATLS INC APPLIED MATLS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $95.4M | 278,994 | — | 4.6% | — | |
| — | VIAVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VIAVI SOLUTIONS INC VIAVI SOLUTIONS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $91.9M | 2,762,418 | — | 4.4% | — | |
| — | FNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FABRINET FABRINET · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $89.4M | 171,493 | — | 4.3% | — | |
| — | HPEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $86.6M | 3,635,167 | — | 4.1% | — | |
| — | NOKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NOKIA CORP NOKIA CORP · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $84.4M | 10,494,766 | — | 4.0% | — | |
| — | TSEMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TOWER SEMICONDUCTOR LTD TOWER SEMICONDUCTOR LTD · SHS NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $81.3M | 463,022 | — | 3.9% | — | |
| — | STMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STMICROELECTRONICS N V STMICROELECTRONICS N V · NY REGISTRY CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $80.6M | 2,334,005 | — | 3.9% | — | |
| — | — | SILICON MOTION TECHNOLOGY CO SILICON MOTION TECHNOLOGY CO · SPONSORED ADR CUSIP 82706C108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $60.5M | 538,748 | — | 2.9% | — | |
| — | ALABverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASTERA LABS INC ASTERA LABS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $55.3M | 504,301 | — | 2.6% | — | |
| — | LFUSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LITTELFUSE INC LITTELFUSE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.3M | 153,997 | — | 2.5% | — | |
| — | STverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SENSATA TECHNOLOGIES HLDG PL SENSATA TECHNOLOGIES HLDG PL · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $51.7M | 1,468,566 | — | 2.5% | — | |
| — | MUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $48.7M | 144,010 | — | 2.3% | — | |
| — | MRVLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $37.8M | 381,455 | — | 1.8% | — | |
| — | SNDKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SANDISK CORP SANDISK CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $21.2M | 33,352 | — | 1.0% | — |
1–25 of 25 positions · page 1 of 1
every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).