Analog Century Management Lp
- Regulatory AUM
- $2.5B
- Discretionary
- $2.5B
- Clients
- 17
- Avg AUM / client
- $144M
- Accounts
- 17
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 25 positions, $2,094,348,651)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $130,821,800 | 750,125 | 6.25% | 5.34% |
| 2 | Lumentum Hldgs Inc | COM | $110,816,819 | 157,688 | 5.29% | 4.52% |
| 3 | Broadcom Inc | COM | $109,585,420 | 354,061 | 5.23% | 4.47% |
| 4 | Akamai Technologies Inc | COM | $106,468,592 | 927,023 | 5.08% | 4.34% |
| 5 | Advanced Energy Inds | COM | $104,768,124 | 324,651 | 5.0% | 4.27% |
| 6 | Arm Holdings Plc | SPONSORED ADS | $104,589,546 | 691,364 | 4.99% | 4.27% |
| 7 | Taiwan Semiconductor Manufac | SPONSORED ADS | $102,359,986 | 302,885 | 4.89% | 4.18% |
| 8 | Amphenol Corp | CL A | $98,673,664 | 780,955 | 4.71% | 4.02% |
| 9 | Macom Tech Solutions Hldgs I | COM | $96,899,356 | 436,346 | 4.63% | 3.95% |
| 10 | Motorola Solutions Inc | COM NEW | $96,388,209 | 222,108 | 4.6% | 3.93% |
| 11 | Ciena Corp | COM NEW | $96,052,761 | 247,412 | 4.59% | 3.92% |
| 12 | Applied Matls Inc | COM | $95,357,359 | 278,994 | 4.55% | 3.89% |
| 13 | Viavi Solutions Inc | COM | $91,933,271 | 2,762,418 | 4.39% | 3.75% |
| 14 | Fabrinet | SHS | $89,437,029 | 171,493 | 4.27% | 3.65% |
| 15 | Hewlett Packard Enterprise C | COM | $86,553,326 | 3,635,167 | 4.13% | 3.53% |
| 16 | Nokia Corp | SPONSORED ADR | $84,377,919 | 10,494,766 | 4.03% | 3.44% |
| 17 | Tower Semiconductor Ltd | SHS NEW | $81,251,101 | 463,022 | 3.88% | 3.31% |
| 18 | Stmicroelectronics N V | NY REGISTRY | $80,639,873 | 2,334,005 | 3.85% | 3.29% |
| 19 | Silicon Motion Technology Co | SPONSORED ADR | $60,496,013 | 538,748 | 2.89% | 2.47% |
| 20 | Astera Labs Inc | COM | $55,271,390 | 504,301 | 2.64% | 2.25% |
| 21 | Littelfuse Inc | COM | $52,258,882 | 153,997 | 2.5% | 2.13% |
| 22 | Sensata Technologies Hldg Pl | SHS | $51,722,895 | 1,468,566 | 2.47% | 2.11% |
| 23 | Micron Technology Inc | COM | $48,652,338 | 144,010 | 2.32% | 1.98% |
| 24 | Marvell Technology Inc | COM | $37,783,118 | 381,455 | 1.8% | 1.54% |
| 25 | Sandisk Corp | COM | $21,189,860 | 33,352 | 1.01% | 0.86% |
Top 25 of 25 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $2.5B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $373M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Analog Century Master Fund, Ltd. master | Hedge Fund | Cayman Islands | $307M | 23 |
| Analog Century Spectrum Master Fund, Ltd. master | Hedge Fund | Cayman Islands | $65.8M | 11 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harley, Robert | Senior Partner, Director Of Marketing | Aug 2018 (8y) | 10% – 25% | |
| Law, Peter, K | Partner, Senior Analyst | Aug 2018 (8y) | 10% – 25% | |
| Mead, Jeffrey, Douglas | Partner, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer | Aug 2018 (8y) | 5% – 10% | |
| Zlatev, Val | Founding Partner, Portfolio Manager | Aug 2018 (8y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Analog Century Management Gp, Llc | General Partner | Aug 2018 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $373M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Analog Century Master Fund, Ltd. | Hedge Fund | $307M | $1.0M | 23 |
| Analog Century Spectrum Master Fund, Ltd. | Hedge Fund | $65.8M | $1.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.64 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗