Analog Century Management LP Portfolio Holdings by Sector
Analog Century Management LP
- $1.85 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA TSM AVGO MTSI STM MPWR ON TSEM 11 stocks |
$890,039
48.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW FN APH 3 stocks |
$314,183
16.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
LITE CIEN HPE 3 stocks |
$277,573
14.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT CAMT 3 stocks |
$213,087
11.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AEIS 1 stocks |
$79,506
4.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$41,377
2.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
ST 1 stocks |
$36,679
1.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|