Analog Century Management LP

NEW YORK, NY · CIK 1753384 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2018 · limited partnership

Assets managed$1.3bn
Staff5 · 3 in investment roles
Main clients (by assets)Private funds 100%
Private funds3 (3 hedge) · $987.6m gross assets
Websitecaliganpartners.com
Form ADV · 2026-05-29SEC adviser record

Legal entityANALOG CENTURY MANAGEMENT LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY
FamilyAnalog Century Management LP · 3 related pages

As an employer

Offices in1 country
Private fundshedge 3

US visa salary filings

Filings FY20251
Median salary offered$175,533
Middle half$175,533 – $175,533
Job titles1

Job title	Filings	Median	Range
AnalystNew York, NY	1	$175,533	$175,533 – $185,533

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Analog Century Management LP.

$2.7bn reported value +30.4% vs Q1 2026

25positions

48.5%in top 10

5 new 2 added 18 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	219,615	$158.8m5.81%	5.81%	Reduced -59.4k	-59,379 -21.3%
2	AMPHENOL CORP CL A APH	APH	809,893	$142.8m5.23%	5.23%	Added +28.9k	+28,938 3.7%
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	296,487	$141.6m5.18%	5.18%	Reduced -6.4k	-6,398 -2.1%
4	MICRON TECHNOLOGY INC COM MU	MU	119,129	$137.5m5.03%	5.03%	Reduced -24.9k	-24,881 -17.3%
5	NVIDIA CORPORATION COM NVDA	NVDA	677,694	$135.6m4.96%	4.96%	Reduced -72.4k	-72,431 -9.7%
6	ONTO INNOVATION INC COM ONTO	ONTO	333,422	$126.2m4.62%	4.62%	New
7	ADVANCED ENERGY INDS COM AEIS	AEIS	332,945	$124.1m4.54%	4.54%	Added +8.3k	+8,294 2.5%
8	ASTERA LABS INC COM ALAB	ALAB	253,619	$122.5m4.48%	4.48%	Reduced -250.7k	-250,682 -49.7%
9	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	362,502	$120.8m4.42%	4.42%	Reduced -176.2k	-176,246 -32.7%
10	ANALOG DEVICES INC COM ADI	ADI	287,443	$114.2m4.18%	4.18%	New
11	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	296,293	$112.7m4.13%	4.13%	Reduced -140.1k	-140,053 -32.1%
12	CIENA CORP COM NEW CIEN	CIEN	226,198	$111.0m4.06%	4.06%	Reduced -21.2k	-21,214 -8.6%
13	TTM TECHNOLOGIES INC COM TTMI	TTMI	585,401	$109.5m4.01%	4.01%	New
14	LUMENTUM HLDGS INC COM LITE	LITE	127,088	$109.0m3.99%	3.99%	Reduced -30.6k	-30,600 -19.4%
15	VIAVI SOLUTIONS INC COM VIAV	VIAV	2,267,067	$108.3m3.96%	3.96%	Reduced -495.4k	-495,351 -17.9%
16	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	2,342,236	$105.7m3.87%	3.87%	Reduced -1.3m	-1,292,931 -35.6%
17	MARVELL TECHNOLOGY INC COM MRVL	MRVL	349,599	$104.1m3.81%	3.81%	Reduced -31.9k	-31,856 -8.3%
18	BROADCOM INC COM AVGO	AVGO	260,516	$98.4m3.60%	3.60%	Reduced -93.5k	-93,545 -26.4%
19	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	356,181	$98.4m3.60%	3.60%	New
20	INSIGHT ENTERPRISES INC COM NSIT	NSIT	771,966	$94.0m3.44%	3.44%	New
21	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	359,758	$93.8m3.43%	3.43%	Reduced -103.3k	-103,264 -22.3%
22	STMICROELECTRONICS N V NY REGISTRY STM	STM	1,030,699	$77.2m2.83%	2.83%	Reduced -1.3m	-1,303,306 -55.8%
23	SANDISK CORP COM SNDK	SNDK	28,939	$65.8m2.41%	2.41%	Reduced -4.4k	-4,413 -13.2%
24	FABRINET SHS FN	FN	112,696	$63.3m2.32%	2.32%	Reduced -58.8k	-58,797 -34.3%
25	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	136,714	$56.8m2.08%	2.08%	Reduced -85.4k	-85,394 -38.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AKAMAI TECHNOLOGIES INC AKAM	AKAM	927,023	$106.5m927.0k shares
ARM HOLDINGS PLC ARM	ARM	691,364	$104.6m691.4k shares
NOKIA CORP NOK	NOK	10,494,766	$84.4m10.5m shares
LITTELFUSE INC LFUS	LFUS	153,997	$52.3m154.0k shares
SENSATA TECHNOLOGIES HLDG PL ST	ST	1,468,566	$51.7m1.5m shares