Analog Century Management LP
NEW YORK NY · SEC CIK 0001753384
$27.32亿2026Q2 申报市值
25持仓数
48.5%前十大占比 · 第一大 5.8%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ONTO 新建仓+$1.26亿
ADI 新建仓+$1.14亿
TTMI 新建仓+$1.09亿
NBIS 新建仓+$9,836.65万
NSIT 新建仓+$9,402.55万
2026Q2 卖出最多 按季末市值估算
ALAB 减仓-$1.21亿
AKAM 清仓-$1.06亿
ARM 清仓-$1.05亿
STM 减仓-$9,760.46万
NOK 清仓-$8,437.79万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATERIAL ORD | $1.59亿 | 5.81% | 219,615 | -59,379 | -21.3% | -$4,293.10万 | 减仓 |
| APH | AMPHENOL CL A ORD | $1.43亿 | 5.23% | 809,893 | 28,938 | 3.7% | $510.23万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $1.42亿 | 5.18% | 296,487 | -6,398 | -2.1% | -$305.55万 | 减仓 |
| MU | MICRON TECHNOLOGY ORD | $1.38亿 | 5.03% | 119,129 | -24,881 | -17.3% | -$2,871.99万 | 减仓 |
| NVDA | NVIDIA ORD | $1.36亿 | 4.96% | 677,694 | -72,431 | -9.7% | -$1,449.27万 | 减仓 |
| ONTO | ONTO INNOVATION ORD | $1.26亿 | 4.62% | 333,422 | 333,422 | — | $1.26亿 | 新建仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES ORD | $1.24亿 | 4.54% | 332,945 | 8,294 | 2.6% | $309.26万 | 加仓 |
| ALAB | ASTERA LABS ORD | $1.23亿 | 4.48% | 253,619 | -250,682 | -49.7% | -$1.21亿 | 减仓 |
| SIMO | SILICON MOTION TECHNO ADR REP 4 ORD | $1.21亿 | 4.42% | 362,502 | -176,246 | -32.7% | -$5,874.81万 | 减仓 |
| ADI | ANALOG DEVICES ORD | $1.14亿 | 4.18% | 287,443 | 287,443 | — | $1.14亿 | 新建仓 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS ORD | $1.13亿 | 4.13% | 296,293 | -140,053 | -32.1% | -$5,327.20万 | 减仓 |
| CIEN | CIENA ORD | $1.11亿 | 4.06% | 226,198 | -21,214 | -8.6% | -$1,040.67万 | 减仓 |
| TTMI | TTM TECHNOLOGIES ORD | $1.09亿 | 4.01% | 585,401 | 585,401 | — | $1.09亿 | 新建仓 |
| LITE | LUMENTUM HOLDINGS ORD | $1.09亿 | 3.99% | 127,088 | -30,600 | -19.4% | -$2,625.66万 | 减仓 |
| VIAV | VIAVI SOLUTIONS ORD | $1.08亿 | 3.96% | 2,267,067 | -495,351 | -17.9% | -$2,365.30万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE ORD | $1.06亿 | 3.87% | 2,342,236 | -1,292,931 | -35.6% | -$5,832.41万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY ORD | $1.04亿 | 3.81% | 349,599 | -31,856 | -8.4% | -$948.96万 | 减仓 |
| AVGO | BROADCOM ORD | $9,840.99万 | 3.60% | 260,516 | -93,545 | -26.4% | -$3,533.66万 | 减仓 |
| NBIS | NEBIUS CL A ORD | $9,836.65万 | 3.60% | 356,181 | 356,181 | — | $9,836.65万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES ORD | $9,402.55万 | 3.44% | 771,966 | 771,966 | — | $9,402.55万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR ORD | $9,376.73万 | 3.43% | 359,758 | -103,264 | -22.3% | -$2,691.47万 | 减仓 |
| STM | STMICROELECTRONICS ADR | $7,718.90万 | 2.83% | 1,030,699 | -1,303,306 | -55.8% | -$9,760.46万 | 减仓 |
| SNDK | SANDISK ORD | $6,579.95万 | 2.41% | 28,939 | -4,413 | -13.2% | -$1,003.40万 | 减仓 |
| FN | FABRINET ORD | $6,334.42万 | 2.32% | 112,696 | -58,797 | -34.3% | -$3,304.86万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS ORD | $5,677.60万 | 2.08% | 136,714 | -85,394 | -38.4% | -$3,546.33万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -927,023 | -100.0% | -$1.06亿 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -691,364 | -100.0% | -$1.05亿 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -10,494,766 | -100.0% | -$8,437.79万 | 清仓 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | -153,997 | -100.0% | -$5,225.89万 | 清仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $0 | 0.00% | 0 | -1,468,566 | -100.0% | -$5,172.29万 | 清仓 |