Analog Century Management LP Portfolio Holdings

Analog Century Management LP

  • $1.65 Billion
  • Q2 2025

Analog Century Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.65 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $131M, Nvidia Corp with a value of $130M, Broadcom Inc. with a value of $104M, Advanced Micro Devices Inc with a value of $96.4M, and Fabrinet with a value of $94.8M.

Examining the 13F form we can see an increase of $488M in the current position value, from $1.16B to 1.65B.

Analog Century Management LP is based out at New York, NY

Below you can find more details about Analog Century Management LP portfolio as well as his latest detailed transactions.

Portfolio value $1.65 Billion
Technology: $1.59 Billion
Industrials: $57.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27T
$131 Million 7.94% of portfolio
577,707
Q2 2025 Added 9.11%
$456B
$130 Million 7.92% of portfolio
825,433
Q2 2025 Added 1.78%
$127B
$104 Million 6.31% of portfolio
377,093
Q2 2025 Reduced 16.39%
$282B
$96.4 Million 5.85% of portfolio
679,140
Q2 2025 Added 12.17%
$12.7B
$94.8 Million 5.76% of portfolio
321,814
Q2 2025 Reduced 2.1%
$66.5B
$93.1 Million 5.65% of portfolio
942,861
Q2 2025 Reduced 19.9%
$8.78B
$92.2 Million 5.6% of portfolio
643,765
Q2 2025 Added 11.4%
$8.18B
$86.3 Million 5.24% of portfolio
908,135
Q2 2025 Reduced 6.19%
$133B
$80.8 Million 4.9% of portfolio
90,168
Q2 2025 Reduced 3.11%
$21.7B
$77.4 Million 4.7% of portfolio
1,475,982
Q2 2025 Added 29.98%
$66.3B
$73.3 Million 4.45% of portfolio
947,054
Q2 2025 Added 44.16%
$14.2B
$73.1 Million 4.44% of portfolio
898,981
Q2 2025 Added 6.85%
$55.6B
$69.9 Million 4.24% of portfolio
1,329,189
Q2 2025 New
$23.9B
$66.4 Million 4.03% of portfolio
2,182,403
Q2 2025 Added 37.27%
$54.9B
$57.5 Million 3.49% of portfolio
69,459
Q2 2025 Reduced 35.68%
$32.6B
$54.8 Million 3.33% of portfolio
156,006
Q2 2025 New
$3.92B
$52.3 Million 3.18% of portfolio
618,743
Q2 2025 New
$6.1B
$46.9 Million 2.85% of portfolio
1,371,590
Q2 2025 Reduced 29.01%
$7.92B
$46.4 Million 2.82% of portfolio
364,372
Q2 2025 Added 7.8%
$5.07B
$35.7 Million 2.17% of portfolio
823,548
Q2 2025 Added 4.21%
$4.81B
$31.9 Million 1.94% of portfolio
1,060,438
Q2 2025 Reduced 18.53%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $1.65 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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