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Analog Century Management LP
kapitalforvalter · portefølje $2.73 mia. · 25 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 30
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Applied Materials Inc US:AMAT | 219 615 | $159 mio. | 5.81% | −59 379 |
| Amphenol Corporation US:APH | 809 893 | $143 mio. | 5.23% | +28 938 |
| Taiwan Semiconductor Manufac… US:TSM | 296 487 | $142 mio. | 5.18% | −6 398 |
| Micron Technology Inc US:MU | 119 129 | $138 mio. | 5.03% | −24 881 |
| NVIDIA Corporation US:NVDA | 677 694 | $136 mio. | 4.96% | −72 431 |
| Onto Innovation Inc US:ONTO | 333 422 | $126 mio. | 4.62% | ny |
| Advanced Energy Industries I… US:AEIS | 332 945 | $124 mio. | 4.54% | +8 294 |
| Astera Labs, Inc. US:ALAB | 253 619 | $123 mio. | 4.48% | −250 682 |
| Silicon Motion Technology US:SIMO | 362 502 | $121 mio. | 4.42% | −176 246 |
| Analog Devices Inc US:ADI | 287 443 | $114 mio. | 4.18% | ny |
| MACOM Technology Solutions H… US:MTSI | 296 293 | $113 mio. | 4.13% | −140 053 |
| CIENA CORP US:CIEN | 226 198 | $111 mio. | 4.06% | −21 214 |
| TTM TECHNOLOGIES INC US:TTMI | 585 401 | $109 mio. | 4.01% | ny |
| Lumentum Holdings Inc. US:LITE | 127 088 | $109 mio. | 3.99% | −30 600 |
| Viavi Solutions Inc US:VIAV | 2 267 067 | $108 mio. | 3.96% | −495 351 |
| Hewlett Packard Enterprise C… US:HPE | 2 342 236 | $106 mio. | 3.87% | −1 292 931 |
| Marvell Technology, Inc. US:MRVL | 349 599 | $104 mio. | 3.81% | −31 856 |
| Broadcom Inc. US:AVGO | 260 516 | $98.4 mio. | 3.60% | −93 545 |
| NEBIUS CL A ORD CUSIP N97284108 | 356 181 | $98.4 mio. | 3.60% | ny |
| Insight Enterprises Inc US:NSIT | 771 966 | $94.0 mio. | 3.44% | ny |
| TOWER SEMICONDUCTOR ORD CUSIP M87915274 | 359 758 | $93.8 mio. | 3.43% | −103 264 |
| STMicroelectronics NV ADR US:STM | 1 030 699 | $77.2 mio. | 2.83% | −1 303 306 |
| Sandisk Corp US:SNDK | 28 939 | $65.8 mio. | 2.41% | −4 413 |
| FABRINET ORD CUSIP G3323L100 | 112 696 | $63.3 mio. | 2.32% | −58 797 |
| Motorola Solutions Inc US:MSI | 136 714 | $56.8 mio. | 2.08% | −85 394 |
| Arm Holdings plc American De… US:ARM | 0 (var 691 364) | — | — | solgt |
| Littelfuse Inc US:LFUS | 0 (var 153 997) | — | — | solgt |
| Nokia Corp ADR US:NOK | 0 (var 10 494 766) | — | — | solgt |
| SENSATA TECHNOLOGIES HLDG PL CUSIP G8060N102 | 0 (var 1 468 566) | — | — | solgt |
| AKAMAI TECHNOLOGIES INC US:AKAM | 0 (var 927 023) | — | — | solgt |
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