Analog Century Management LP: 13F holdings
CIK 17533842026Q2
| Positions | 25 |
|---|---|
| Reported value | $2.7bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMAT APPLIED MATERIAL ORD | 219,615 | $158.8m | 5.8% |
| APH AMPHENOL CL A ORD | 809,893 | $142.8m | 5.2% |
| TSM TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 296,487 | $141.6m | 5.2% |
| MU MICRON TECHNOLOGY ORD | 119,129 | $137.5m | 5.0% |
| NVDA NVIDIA ORD | 677,694 | $135.6m | 5.0% |
| ONTO ONTO INNOVATION ORD | 333,422 | $126.2m | 4.6% |
| AEIS ADVANCED ENERGY INDUSTRIES ORD | 332,945 | $124.1m | 4.5% |
| ALAB ASTERA LABS ORD | 253,619 | $122.5m | 4.5% |
| SIMO SILICON MOTION TECHNO ADR REP 4 ORD | 362,502 | $120.8m | 4.4% |
| ADI ANALOG DEVICES ORD | 287,443 | $114.2m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1753384")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.