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.
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
Other tracked managers holding the same core names as Analog Century Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 32 / 25 | $617.2B |
| FMR LLC | 32 / 25 | $317.7B |
| JPMORGAN CHASE & CO | 32 / 25 | $134.5B |
| MORGAN STANLEY | 32 / 25 | $112.5B |
| BANK OF AMERICA CORP /DE/ | 32 / 25 | $74.2B |
| GOLDMAN SACHS GROUP INC | 32 / 25 | $64.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 32 / 25 | $61.6B |
| Bank of New York Mellon Corp | 32 / 25 | $51.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Analog Century Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1753384/holdings"
Use Arkolith to show Analog Century Management LP's latest holdings, largest changes, and filing provenance.
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, filed up to 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.