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Home > Institutional Investor > Analog Century Management Lp > Profile

Instuitional Investor - Analog Century Management Lp

Fund Profile
Filing Period:
Fund Name: Analog Century Management Lp
Portfolio Value $2,032,503,334
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 732,949 $136,694,989 6.73%
2.
Lumentum Holdings Inc.
 LITE 333,949 $123,090,262 6.06%
3.
Taiwan Semiconductor Mfg Co Ltd
 TSM 394,038 $119,744,208 5.89%
4.
Nokia Corp
 NOK 16,111,905 $104,244,025 5.13%
5.
Applied Materials Inc
 AMAT 404,442 $103,937,550 5.11%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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