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Home > Institutional Investor > Analog Century Management Lp > Profile

Instuitional Investor - Analog Century Management Lp

Fund Profile
Filing Period:
Fund Name: Analog Century Management Lp
Portfolio Value $1,862,547,441
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 754,100 $140,699,978 7.55%
2.
Taiwan Semiconductor Mfg Co Ltd
 TSM 405,368 $113,215,229 6.08%
3.
Corning Inc
 GLW 1,368,477 $112,256,168 6.03%
4.
Lumentum Holdings Inc.
 LITE 685,710 $111,571,874 5.99%
5.
Ciena Corp
 CIEN 717,741 $104,553,331 5.61%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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