Analog Century Management LP
CIK 1753384
13F filing for Q2 2026・No. 1,362
- Holdings
- US$2.73B
- Quarter change
- +US$637.69M
- Entries
- 25
- Net bought (estimate)
- −US$328.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 5
- Cut 17
- Added 3
- Corporate actions 0
- Unchanged 0
Largest holdings
25 stocks worth US$2.73B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMATAPPLIED MATERIAL ORDCOM | Cut | 219,615 | US$158.78M | 5.81% |
| APHAMPHENOL CL A ORDCL A | Added | 809,893 | US$142.8M | 5.23% |
| TSMTSMC ADRSPONSORED ADR | Cut | 296,487 | US$141.59M | 5.18% |
| MUMicronCOM | Cut | 119,129 | US$137.51M | 5.03% |
| NVDANvidiaCOM | Cut | 677,694 | US$135.6M | 4.96% |
| ONTOONTO INNOVATION ORDCOM | New | 333,422 | US$126.18M | 4.62% |
| AEISADVANCED ENERGY INDUSTRIES ORDCOM | Added | 332,945 | US$124.15M | 4.54% |
| ALABASTERA LABS ORDCOM | AddedSplit 1:2 | 253,619 | US$122.5M | 4.48% |
| SILICON MOTION TECHNO ADR REP 4 ORDSPONSORED ADR | Cut | 362,502 | US$120.83M | 4.42% |
| ADIANALOG DEVICES ORDCOM | New | 287,443 | US$114.16M | 4.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.