StockDriftsStockDriftsTop 25 Analog Century Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.25% | 750.1K | $130.8M | +2.34%(+17.18K) | $53.05(+324.75%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 5.29% | 157.7K | $110.8M | -52.78%(-176.26K) | $73.14(+1227.09%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.23% | 354.1K | $109.6M | +35.71%(+93.17K) | $162.44(+161.76%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 5.08% | 927.0K | $106.5M | new | $101.05(+49.31%) | 2026-03-31 | |
| AEIS | ADVANCED ENERGY INDS | 5% | 324.7K | $104.8M | -30.02%(-139.29K) | $151.32(+113.76%) | 2026-03-31 | |
| ARM | ARM HOLDINGS PLC | 4.99% | 691.4K | $104.6M | new | $130.29(+60.53%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.89% | 302.9K | $102.4M | -23.13%(-91.15K) | $127.72(+216.60%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 4.71% | 781.0K | $98.7M | +7.27%(+52.90K) | $70.66(+76.91%) | 2026-03-31 | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 4.63% | 436.3K | $96.9M | -28.02%(-169.82K) | $92.11(+307.77%) | 2026-03-31 | |
| MSI | MOTOROLA SOLUTIONS INC | 4.6% | 222.1K | $96.4M | +19.74%(+36.62K) | $436.84(-9.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +62.19% | +326.65% |
| Top 20 Holdings Unweighted | +56.73% | +285.02% |
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