Analog Century Management LP
NEW YORK NY · SEC CIK 0001753384
$20.94亿2026Q1 申报市值
25持仓数
50.7%前十大占比 · 第一大 6.2%
6 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AKAM 新建仓+$1.06亿
ARM 新建仓+$1.05亿
VIAV 新建仓+$9,193.33万
SIMO 新建仓+$6,049.60万
LFUS 新建仓+$5,225.89万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$1.24亿
KLAC 清仓-$8,705.81万
CAMT 清仓-$7,377.37万
MU 减仓-$7,286.20万
CIEN 减仓-$7,041.52万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.31亿 | 6.25% | 750,125 | 17,176 | 2.3% | $299.55万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1.11亿 | 5.29% | 157,688 | -176,261 | -52.8% | -$1.24亿 | 减仓 |
| AVGO | BROADCOM INC | $1.10亿 | 5.23% | 354,061 | 93,167 | 35.7% | $2,883.61万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.06亿 | 5.08% | 927,023 | 927,023 | — | $1.06亿 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $1.05亿 | 5.00% | 324,651 | -139,288 | -30.0% | -$4,494.96万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1.05亿 | 4.99% | 691,364 | 691,364 | — | $1.05亿 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.02亿 | 4.89% | 302,885 | -91,153 | -23.1% | -$3,080.52万 | 减仓 |
| APH | AMPHENOL CORP | $9,867.37万 | 4.71% | 780,955 | 52,896 | 7.3% | $668.34万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $9,689.94万 | 4.63% | 436,346 | -169,823 | -28.0% | -$3,771.26万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $9,638.82万 | 4.60% | 222,108 | 36,623 | 19.7% | $1,589.33万 | 加仓 |
| CIEN | CIENA CORP | $9,605.28万 | 4.59% | 247,412 | -181,375 | -42.3% | -$7,041.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $9,535.74万 | 4.55% | 278,994 | -125,448 | -31.0% | -$4,287.69万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $9,193.33万 | 4.39% | 2,762,418 | 2,762,418 | — | $9,193.33万 | 新建仓 |
| FN | FABRINET | $8,943.70万 | 4.27% | 171,493 | -1,805 | -1.0% | -$94.13万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8,655.33万 | 4.13% | 3,635,167 | 918,442 | 33.8% | $2,186.81万 | 加仓 |
| NOK | NOKIA CORP | $8,437.79万 | 4.03% | 10,494,766 | -5,617,139 | -34.9% | -$4,516.18万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $8,125.11万 | 3.88% | 463,022 | -348,448 | -42.9% | -$6,114.57万 | 减仓 |
| STM | STMICROELECTRONICS N V | $8,063.99万 | 3.85% | 2,334,005 | -446,948 | -16.1% | -$1,544.21万 | 重新持有 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $6,049.60万 | 2.89% | 538,748 | 538,748 | — | $6,049.60万 | 新建仓 |
| ALAB | ASTERA LABS INC | $5,527.14万 | 2.64% | 504,301 | 195,288 | 63.2% | $2,140.36万 | 加仓 |
| LFUS | LITTELFUSE INC | $5,225.89万 | 2.50% | 153,997 | 153,997 | — | $5,225.89万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $5,172.29万 | 2.47% | 1,468,566 | 183,668 | 14.3% | $646.88万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,865.23万 | 2.32% | 144,010 | -215,670 | -60.0% | -$7,286.20万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,778.31万 | 1.80% | 381,455 | -384,201 | -50.2% | -$3,805.51万 | 重新持有 |
| SNDK | SANDISK CORP | $2,118.99万 | 1.01% | 33,352 | 33,352 | — | $2,118.99万 | 新建仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -71,648 | -100.0% | -$8,705.81万 | 清仓 |
| CAMT | CAMTEK LTD | $0 | 0.00% | 0 | -693,720 | -100.0% | -$7,377.37万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -294,566 | -100.0% | -$6,701.67万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -70,723 | -100.0% | -$6,410.05万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -1,085,296 | -100.0% | -$5,876.88万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -1,890,072 | -100.0% | -$4,986.01万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -401,726 | -100.0% | -$4,691.36万 | 清仓 |