Long-term investor

Analog Century Management LP @analogcenturymanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001753384).

Record

  • Tracked since 2025-12-31 (249 days), 41 trades recorded
  • Returns: week n/a · month n/a · 90 days +24.6% · 6 months n/a · 1 year n/a · all +43.1%
  • Max drawdown n/a · win rate 17% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 038222105 · 5.8% · long · since 2025-12-31
  • APH · 5.2% · long · since 2025-12-31
  • TSM · 5.2% · long · since 2025-12-31
  • MU · 5.0% · long · since 2025-12-31
  • NVDA · 5.0% · long · since 2025-12-31
  • ONTO · 4.6% · long · since 2026-06-30
  • AEIS · 4.5% · long · since 2025-12-31
  • ALAB · 4.5% · long · since 2025-12-31
  • SIMO · 4.4% · long · since 2026-03-31
  • ADI · 4.2% · long · since 2026-06-30
  • 55405Y100 · 4.1% · long · since 2025-12-31
  • 171779309 · 4.1% · long · since 2025-12-31

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