Analog Century Management
$2.1B Assets Reported
32 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 750,125 | $131M | 6.2% |
| LITE | LUMENTUM HLDGS INC | 157,688 | $111M | 5.3% |
| AVGO | BROADCOM INC | 354,061 | $110M | 5.2% |
| AKAM | AKAMAI TECHNOLOGIES INC | 927,023 | $106M | 5.1% |
| AEIS | ADVANCED ENERGY INDS | 324,651 | $105M | 5.0% |
| ARM | ARM HOLDINGS PLC | 691,364 | $105M | 5.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 302,885 | $102M | 4.9% |
| APH | AMPHENOL CORP | 780,955 | $99M | 4.7% |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 436,346 | $97M | 4.6% |
| MSI | MOTOROLA SOLUTIONS INC | 222,108 | $96M | 4.6% |
Track Analog Century Management's 13F portfolio: $2.1B in reported holdings, 32 positions. Top holdings, AUM, and quarterly changes on SentiSense.