Analog Century Management
$2.7B 13F equity value
30 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Analog Century Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMAT | APPLIED MATERIAL ORD | 219,615 | $159M | 5.8% |
| APH | AMPHENOL CL A ORD | 809,893 | $143M | 5.2% |
| TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 296,487 | $142M | 5.2% |
| MU | MICRON TECHNOLOGY ORD | 119,129 | $138M | 5.0% |
| NVDA | NVIDIA ORD | 677,694 | $136M | 5.0% |
| ONTO | ONTO INNOVATION ORD | 333,422 | $126M | 4.6% |
| AEIS | ADVANCED ENERGY INDUSTRIES ORD | 332,945 | $124M | 4.5% |
| ALAB | ASTERA LABS ORD | 253,619 | $123M | 4.5% |
| SIMO | SILICON MOTION TECHNO ADR REP 4 ORD | 362,502 | $121M | 4.4% |
| ADI | ANALOG DEVICES ORD | 287,443 | $114M | 4.2% |
Track Analog Century Management's 13F portfolio: $2.7B in reported holdings, 30 positions. Top holdings and quarterly changes on SentiSense.
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