Analog Century Management LP - Portfolio Stock Holdings

Analog Century Management LP disclosed 32 stock positions in a recent SEC 13F filing. $2,077,497,204 of stock holdings were filed, with the largest holdings including NVDA, LITE, and AVGO. This filing represented positions held on March 31, 2026, and was filed on May 15, 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.