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| Name: |
Analog Century Management LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10165 |
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data |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
1 |
- |
$159.34 |
$87,898,000 |
811,016 |
7.12% |
-17,251,000 |
28,015 |
0.003 |
Semiconductor - Speci... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
2 |
- |
$234.80 |
$87,890,000 |
529,457 |
7.12% |
-12,210,000 |
22,594 |
0.01 |
Semiconductor - Integ... |
|
|
APH |
Amphenol Corp |
3 |
- |
$99.46 |
$77,204,000 |
1,177,067 |
6.26% |
-13,498,000 |
-128,944 |
0.098 |
Diversified Electronics |
|
|
AVGO |
Broadcom Limited |
4 |
- |
$275.18 |
$75,517,000 |
451,035 |
6.12% |
-21,259,000 |
33,609 |
0.01 |
Semiconductor- Broad... |
|
|
SNPS |
Synopsys Inc |
5 |
- |
$548.74 |
$67,262,000 |
156,842 |
5.45% |
-12,730,000 |
-7,967 |
0.103 |
Technical & System So... |
|
|
FN |
Fabrinet |
6 |
- |
$294.66 |
$64,926,000 |
328,725 |
5.26% |
-4,702,000 |
12,063 |
0.742 |
Electronic Equipment |
|
|
KLAC |
KLA-Tencor Corp |
7 |
- |
$924.58 |
$63,262,000 |
93,059 |
5.13% |
-1,652,000 |
-9,959 |
0.06 |
Semiconductor Equipme... |
|
|
AMD |
Advanced Micro Devices Inc |
8 |
- |
$137.91 |
$62,205,000 |
605,462 |
5.04% |
8,230,000 |
158,615 |
0.05 |
Semiconductor- Broad... |
|
|
LITE |
Lumentum Holdings Inc. |
9 |
New |
$92.75 |
$60,348,000 |
968,039 |
4.89% |
60,348,000 |
968,039 |
1.282 |
N/A |
|
|
MTSI |
MA Com Technology Solutions... |
10 |
- |
$92.81 |
$58,009,000 |
577,893 |
4.7% |
-2,056,000 |
115,532 |
0.864 |
N/A |
|
|
AAXN |
Axon Enterprise Inc |
11 |
- |
$795.48 |
$56,798,000 |
107,991 |
4.6% |
-474,000 |
11,626 |
0.17 |
Aerospace/Defense Pro... |
|
|
CIEN |
Ciena Corp |
12 |
- |
$81.38 |
$50,840,000 |
841,311 |
4.12% |
-2,828,000 |
208,509 |
0.545 |
Systems, Products & D... |
|
|
ALGM |
Allegro Microsystems, Inc. |
13 |
- |
$35.93 |
$48,555,000 |
1,932,170 |
3.93% |
4,804,000 |
-69,268 |
1.02 |
N/A |
|
|
AMAT |
Applied Materials Inc |
14 |
- |
$191.05 |
$47,364,000 |
326,381 |
3.84% |
-11,964,000 |
-38,422 |
0.036 |
Semiconductor Equipme... |
|
|
ON |
On Semiconductor Corp |
15 |
- |
$56.60 |
$46,207,000 |
1,135,587 |
3.74% |
-24,193,000 |
19,006 |
0.249 |
Semiconductor- Broad... |
|
|
MRVL |
Marvell Technology, Inc. |
17 |
- |
$75.18 |
$40,449,000 |
656,961 |
3.28% |
-40,795,000 |
-78,612 |
0.08 |
N/A |
|
|
RMBS |
Rambus Inc |
18 |
- |
$65.89 |
$35,213,000 |
680,113 |
2.85% |
-8,412,000 |
-145,175 |
0.597 |
Semiconductor - Memor... |
|
|
ARW |
Arrow Electronics Inc |
19 |
- |
$132.17 |
$35,097,000 |
338,023 |
2.84% |
-11,464,000 |
-73,587 |
0.435 |
Electronics Wholesale |
|
|
STM |
STMicroelectronics N.V. (ADR) |
20 |
- |
$32.29 |
$34,912,000 |
1,589,804 |
2.83% |
34,912,000 |
1,589,804 |
0.175 |
Semiconductor- Broad... |
|
|
SMCI |
Super Micro Computer Inc |
21 |
New |
$48.56 |
$32,284,000 |
942,865 |
2.62% |
32,284,000 |
942,865 |
0.161 |
Networking & Communic... |
|
|
ST |
Sensata Technologies Holdin... |
22 |
- |
$32.22 |
$31,591,000 |
1,301,636 |
2.56% |
-5,487,000 |
-51,570 |
0.827 |
Technical & System So... |
|
|
TSEM |
Tower Semiconductor Ltd (USA) |
23 |
- |
$46.40 |
$28,181,000 |
790,279 |
2.28% |
-12,689,000 |
-3,160 |
0.737 |
Semiconductor - Integ... |
|
|
MSI |
Motorola Inc |
26 |
Closed |
$424.84 |
$0 |
0 |
0% |
-53,198,000 |
-115,090 |
0 |
Communication Equipment |
|
|
ANET |
Arista Networks, Inc. |
25 |
Closed |
$102.52 |
$0 |
0 |
0% |
-66,573,000 |
-602,304 |
0 |
Diversified Computer ... |
|
|
GFS |
Globalfoundries Ord Shs |
24 |
Closed |
$0.00 |
$0 |
0 |
0% |
-50,298,000 |
-1,172,167 |
0 |
N/A |
|
