Analog Century Management LP holds a diversified book of 25 stocks worth $2.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Akamai Technologies Inc and trimmed Lumentum Holdings Inc. Their largest long position is Nvidia Corp at 6% of the equity book.
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Use Arkolith to show Analog Century Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $130.8M | 750.1K | 6.2% | ▲+2.3% Added · +17K sh | |
| 2 | Lumentum Hldgs Inc COM | $110.8M | 157.7K | 5.3% | ▼−53% Reduced · −176K sh | |
| 3 | Broadcom Inc COM | $109.6M | 354.1K | 5.2% | ▲+36% Added · +93K sh | |
| 4 | Akamai Technologies Inc COM | $106.5M | 927.0K | 5.1% | ▲New New position | |
| 5 | Advanced Energy Inds COM | $104.8M | 324.7K | 5.0% | ▼−30% Reduced · −139K sh | |
| 6 | Arm Holdings PLC SPONSORED ADS | $104.6M | 691.4K | 5.0% | ▲New New position | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $102.4M | 302.9K | 4.9% | ▼−23% Reduced · −91K sh | |
| 8 | Amphenol Corp CL A | $98.7M | 781.0K | 4.7% | ▲+7.3% Added · +53K sh | |
| 9 | Macom Tech Solutions Hldgs I COM | $96.9M | 436.3K | 4.6% | ▼−28% Reduced · −170K sh | |
| 10 | Motorola Solutions Inc COM NEW | $96.4M | 222.1K | 4.6% | ▲+20% Added · +37K sh | |
| 11 | Ciena Corp COM NEW | $96.1M | 247.4K | 4.6% | ▼−42% Reduced · −181K sh | |
| 12 | Applied Matls Inc COM | $95.4M | 279.0K | 4.6% | ▼−31% Reduced · −125K sh | |
| 13 | Viavi Solutions Inc COM | $91.9M | 2.76M | 4.4% | ▲New New position | |
| 14 | Fabrinet SHS | $89.4M | 171.5K | 4.3% | ▼−1.0% Reduced · −2K sh | |
| 15 | Hewlett Packard Enterprise C COM | $86.6M | 3.64M | 4.1% | ▲+34% Added · +918K sh | |
| 16 | Nokia Corp SPONSORED ADR | $84.4M | 10.49M | 4.0% | ▼−35% Reduced · −5.6M sh | |
| 17 | Tower Semiconductor Ltd SHS NEW | $81.3M | 463.0K | 3.9% | ▼−43% Reduced · −348K sh | |
| 18 | Stmicroelectronics N V NY REGISTRY | $80.6M | 2.33M | 3.9% | ▲New New position | |
| 19 | Silicon Motion Technology Co SPONSORED ADR | $60.5M | 538.7K | 2.9% | ▲New New position | |
| 20 | Astera Labs Inc COM | $55.3M | 504.3K | 2.6% | ▲+63% Added · +195K sh | |
| 21 | Littelfuse Inc COM | $52.3M | 154.0K | 2.5% | ▲New New position | |
| 22 | Sensata Technologies Hldg PL SHS | $51.7M | 1.47M | 2.5% | ▲+14% Added · +184K sh | |
| 23 | Micron Technology Inc COM | $48.7M | 144.0K | 2.3% | ▼−60% Reduced · −216K sh | |
| 24 | Marvell Technology Inc COM | $37.8M | 381.5K | 1.8% | ▲New New position | |
| 25 | Sandisk Corp COM | $21.2M | 33.4K | 1.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 25 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 24 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 23 | $1.9B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 23 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 23 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 23 | $1.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 23 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 23 | $1.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 24 | $717.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 23 | $432.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 20 | $373.1M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 20 | $360.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 20 | $329.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 6, 2023 | 20 | $230.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 21, 2022 | 18 | $178.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 17 | $184.1M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 19 | $294.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 20 | $367.2M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 27, 2021 | 21 | $288.8M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 20 | $249.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 29, 2021 | 22 | $246.1M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 23 | $165.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.