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Analog Century Management LP
Analog Century Management LP is a New York-based hedge fund founded in 2020. The firm specializes in managing equity portfolios, primarily in the semiconductor and technology sector, serving institutional investors. It is registered as an investment adviser with the SEC and is headquartered in Manhattan. Analog Century Management LP has a compact team of approximately 8 employees, half of whom are dedicated investment professionals.
Investment Strategy
Analog Century Management LP employs an equity long/short strategy, focusing on technology, semiconductors, and advanced manufacturing sectors. The firm builds concentrated positions in its highest conviction stocks, often rotating capital dynamically between established semiconductor leaders and emerging tech innovators. Their investment process combines deep fundamental analysis, macroeconomic evaluation, and active portfolio management, seeking to capitalize on cycles and trends within the electronics and computing industries.
Latest 13F Filing Activity
Analog Century Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 23 equity positions with a total 13F market value of $2B. The fund increased holdings in Corning Inc., Celestica Inc., Ansys Inc. among other positions. Analog Century Management LP reduced exposure to Synopsys Inc., Applied Matls Inc., Astera Labs Inc. among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.67% | $130.8M | 577,707 | $137.05 | $226.49 | +$43.0M |
N NVDA | NVIDIA CORPORATION | 7.64% | $130.4M | 825,433 | $51.77 | $157.99 | +$42.5M |
A AVGO | BROADCOM INC | 6.09% | $103.9M | 377,093 | $108.13 | $275.65 | +$28.4M |
A AMD | ADVANCED MICRO DEVICES INC | 5.65% | $96.4M | 679,140 | $128.85 | $141.90 | +$34.2M |
F FN | FABRINET | 5.56% | $94.8M | 321,814 | $179.75 | $294.68 | +$29.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
A Adam Sokoloff | Head Trader | New York, NY , United States | |
 | Portfolio Manager and Partner | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
J Joey Chai | Analyst | New York, NY , United States |
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