Analog Century Management LP - Q42025 Holdings

Analog Century Management LP holds 24 stocks with a total portfolio value of $ 2.03B as of Q42025. In Q42025, Analog Century Management LP added 6 new positions, increased stakes in 5 stocks, reduced 13 holdings, and fully exited 5 positions. The largest holding is Nvidia Corporation (NVDA), representing 6.73% of the total portfolio.