Analog Century Management LP - Q12026 Holdings

Analog Century Management LP holds 25 stocks with a total portfolio value of $ 2.09B as of Q12026. In Q12026, Analog Century Management LP added 8 new positions, increased stakes in 7 stocks, reduced 10 holdings, and fully exited 7 positions. The largest holding is Nvidia Corporation (NVDA), representing 6.25% of the total portfolio.