13F Filings History of Analog Century Management LP

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$2,032,503,334
Signature - Title
Jeffrey D. Mead - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Analog Century Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Analog Century Management LP reported 24 stock holdings with total value $2,032,503,334 as of Q4 2025. Top holdings included NVDA, LITE, TSM, NOK, and AMAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 24 $2,032,503,334 +$502,644,791 -$712,243,284 -$209,598,493 NVDA, LITE, TSM, NOK, AMAT 13F-HR 13 Feb 2026, 15:12
Q3 2025 23 $1,862,547,441 +$313,774,116 -$498,772,745 -$184,998,629 NVDA, TSM, GLW, LITE, CIEN Restatement 14 Nov 2025, 20:10
Q2 2025 23 $1,706,030,013 +$345,939,083 -$301,265,680 +$44,673,403 TSM, NVDA, AVGO, AMD, FN 13F-HR 14 Aug 2025, 09:46
Q1 2025 23 $1,234,206,014 +$200,257,439 -$217,390,522 -$17,133,083 NVDA, TSM, APH, AVGO, SNPS 13F-HR 15 May 2025, 09:30
Q4 2024 23 $1,495,439,233 +$280,420,347 -$395,557,257 -$115,136,910 NVDA, TSM, AVGO, APH, MRVL 13F-HR 14 Feb 2025, 09:50
Q3 2024 23 $1,470,993,966 +$633,451,249 -$96,934,171 +$536,517,078 MPWR, NVDA, MRVL, AMD, TSM 13F-HR 14 Nov 2024, 10:41
Q2 2024 23 $1,009,222,557 +$326,782,404 -$41,352,390 +$285,430,014 NVDA, TSM, MPWR, AMAT, AVGO 13F-HR 14 Aug 2024, 13:40
Q1 2024 24 $717,022,116 +$230,758,472 -$57,079,098 +$173,679,374 NVDA, TSM, AMAT, SNPS, ON 13F-HR 15 May 2024, 10:08
Q4 2023 23 $432,484,047 +$71,485,021 -$66,753,630 +$4,731,391 AMD, NVDA, AMAT, MTSI, ON 13F-HR 14 Feb 2024, 12:25
Q3 2023 20 $373,078,501 +$26,894,220 -$9,313,606 +$17,580,614 NVDA, ON, AVGO, AMD, AMAT 13F-HR 14 Nov 2023, 08:47
Q2 2023 20 $360,141,003 +$32,225,578 -$70,268,321 -$38,042,743 ON, NVDA, AVGO, AMD, AMAT 13F-HR 14 Aug 2023, 11:45
Q1 2023 20 $329,725,776 +$91,239,916 -$35,773,586 +$55,466,330 NVDA, AVGO, AMD, ON, AMAT 13F-HR 15 May 2023, 14:44
Q4 2022 20 $230,160,091 +$49,629,076 -$21,885,592 +$27,743,484 AVGO, KLAC, SNPS, FN, MTSI 13F-HR 06 Feb 2023, 16:02
Q3 2022 18 $178,355,000 +$30,138,504 -$27,248,634 +$2,889,870 ON, AVGO, MCHP, KLAC, STM 13F-HR 21 Oct 2022, 14:41
Q2 2022 17 $184,092,000 +$4,891,757 -$42,785,256 -$37,893,499 AVGO, KLAC, MCHP, ON, MTSI 13F-HR 10 Aug 2022, 17:11
Q1 2022 19 $294,543,000 +$31,457,503 -$42,849,741 -$11,392,238 AVGO, AMD, MRVL, AMAT, MCHP 13F-HR 13 May 2022, 16:53
Q4 2021 20 $367,165,000 +$43,699,077 -$33,164,061 +$10,535,016 MRVL, AMD, AMAT, CALX, ON 13F-HR 14 Feb 2022, 15:39
Q3 2021 21 $288,806,000 +$53,930,215 -$10,841,596 +$43,088,619 AMAT, MRVL, ON, STM, AMD 13F-HR 27 Oct 2021, 12:45
Q2 2021 20 $249,193,000 +$44,962,400 -$57,329,398 -$12,366,998 AMAT, MU, MRVL, MTSI, MCHP 13F-HR 05 Aug 2021, 16:23
Q1 2021 22 $246,072,000 +$79,049,509 -$17,791,206 +$61,258,303 AMAT, MU, AVGO, MCHP, KLAC 13F-HR 29 Apr 2021, 14:08
Q4 2020 23 $165,763,000 $0 $0 $0 MU, AVGO, MCHP, MRVL, AMAT Restatement 16 Feb 2021, 15:12