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Jeffrey D. Mead

Analog Century Management Lp

Assets Managed
$2.094B
Holdings
25
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
3.05%(2Q avg: 6.09%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Analog Century Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Analog Century Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.094B in assets, with a quarterly growth rate of 3.05% and a 2-quarter average growth rate of 6.09%. The portfolio is managed by Jeffrey D. Mead, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 2.35%
6.25%
$130.822M
750,125 shares@ $174.4 avg price
LITE
Lumentum Holdings Inc
Recent Activity
Decreased -52.78%
5.3%
$110.817M
157,688 shares@ $702.77 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 35.72%
5.24%
$109.585M
354,061 shares@ $309.51 avg price
AKAM
Akamai Technologies Inc
Recent Activity
New Position
5.09%
$106.469M
927,023 shares@ $114.86 avg price
AEIS
Advanced Energy Industries
Recent Activity
Decreased -30.02%
5.01%
$104.768M
324,651 shares@ $322.71 avg price
ARM
Arm Holdings Plc-adr
Recent Activity
New Position
5%
$104.59M
691,364 shares@ $151.29 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -23.13%
4.89%
$102.36M
302,885 shares@ $337.96 avg price
APH
Amphenol Corp-cl A
Recent Activity
Increased 7.27%
4.72%
$98.674M
780,955 shares@ $126.35 avg price
MTSI
Macom Technology Solutions H
Recent Activity
Decreased -28.01%
4.63%
$96.899M
436,346 shares@ $222.07 avg price
MSI
Motorola Solutions Inc
Recent Activity
Increased 19.75%
4.61%
$96.388M
222,108 shares@ $433.98 avg price

1-10 of 25