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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Analog Century Management LP
Value
$1.7B
Stocks
25 Stocks
Turnover
0.0%
Top Holdings
AMAT(5.81%) APH(5.23%) TSM(5.18%) MU(5.03%) NVDA(4.96%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| AMAT | None | Applied Materials, Inc. | Information Technology | $158.8M | 0 | 5.8% | 0 | No Change |
| APH | None | Amphenol Corporation | Information Technology | $142.8M | 0 | 5.2% | 0 | No Change |
| TSM | None | Taiwan Semiconductor Manufacturing Co., Ltd. | Information Technology | $141.6M | 0 | 5.2% | 0 | No Change |
| MU | None | Micron Technology, Inc. | Information Technology | $137.5M | 0 | 5.0% | 0 | No Change |
| NVDA | None | NVIDIA Corp. | Information Technology | $135.6M | 0 | 5.0% | 0 | No Change |
| ONTO | None | Onto Innovation Inc. | Information Technology | $126.2M | 0 | 4.6% | 0 | No Change |
| AEIS | None | Advanced Energy Industries, Inc. | Industrials | $124.1M | 0 | 4.5% | 0 | No Change |
| ALAB | None | Astera Labs, Inc. | Information Technology | $122.5M | 0 | 4.5% | 0 | No Change |
| SIMO | None | Silicon Motion Technology Corporation | Information Technology | $120.8M | 0 | 4.4% | 0 | No Change |
| ADI | None | Analog Devices, Inc. | Information Technology | $114.2M | 0 | 4.2% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 22 | $2400.0M | 87.8% |
| Industrials | 1 | $124.1M | 4.5% |
| Technology | 1 | $109.5M | 4.0% |
| Communication Services | 1 | $98.4M | 3.6% |