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Analog Century Management LP - Portfolio Stock Holdings

Analog Century Management LP disclosed 30 stock positions in a recent SEC 13F filing. $2,732,038,917 of stock holdings were filed, with the largest holdings including AMAT, APH, and TSM. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $2,451,577,519 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

30

Est. Stock Holding Value:

$2,732,038,917

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Analog Century Management LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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