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| Name: |
Analog Century Management LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10165 |
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| Holdings
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26 |
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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 |
- |
$949.50 |
$53,247,000 |
58,930 |
7.43% |
23,102,000 |
-1,941 |
0.002 |
Semiconductor - Speci... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
2 |
- |
$156.15 |
$42,152,000 |
309,826 |
5.88% |
17,980,000 |
77,402 |
0.006 |
Semiconductor - Integ... |
|
|
AMAT |
Applied Materials Inc |
3 |
- |
$218.15 |
$40,814,000 |
197,903 |
5.69% |
11,727,000 |
18,431 |
0.022 |
Semiconductor Equipme... |
|
|
SNPS |
Synopsys Inc |
4 |
- |
$573.13 |
$39,413,000 |
68,964 |
5.5% |
18,866,000 |
29,060 |
0.045 |
Technical & System So... |
|
|
ON |
On Semiconductor Corp |
5 |
- |
$76.29 |
$38,446,000 |
522,721 |
5.36% |
12,557,000 |
212,783 |
0.115 |
Semiconductor- Broad... |
|
|
AVGO |
Broadcom Limited |
6 |
- |
$1,392.24 |
$37,677,000 |
28,427 |
5.25% |
12,005,000 |
5,429 |
0.007 |
Semiconductor- Broad... |
|
|
STM |
STMicroelectronics N.V. (ADR) |
7 |
- |
$42.27 |
$37,388,000 |
864,668 |
5.21% |
11,743,000 |
353,103 |
0.095 |
Semiconductor- Broad... |
|
|
MPWR |
Monolithic Power Systems Inc |
8 |
- |
$760.62 |
$37,322,000 |
55,095 |
5.21% |
15,438,000 |
20,402 |
0.111 |
Semiconductor - Speci... |
|
|
AMD |
Advanced Micro Devices Inc |
9 |
- |
$165.52 |
$35,757,000 |
198,111 |
4.99% |
4,947,000 |
-10,895 |
0.016 |
Semiconductor- Broad... |
|
|
MRVL |
Marvell Technology, Inc. |
10 |
New |
$73.68 |
$34,690,000 |
489,413 |
4.84% |
34,690,000 |
489,413 |
0.06 |
N/A |
|
|
MTSI |
MA Com Technology Solutions... |
11 |
- |
$92.81 |
$33,861,000 |
354,043 |
4.72% |
7,479,000 |
70,208 |
0.529 |
N/A |
|
|
KLAC |
KLA-Tencor Corp |
12 |
- |
$771.71 |
$29,883,000 |
42,777 |
4.17% |
8,900,000 |
6,681 |
0.028 |
Semiconductor Equipme... |
|
|
FN |
Fabrinet |
13 |
- |
$234.22 |
$29,836,000 |
157,845 |
4.16% |
5,662,000 |
30,834 |
0.427 |
Electronic Equipment |
|
|
SMCI |
Super Micro Computer Inc |
14 |
- |
$873.27 |
$27,808,000 |
27,532 |
3.88% |
8,226,000 |
-41,357 |
0.053 |
Networking & Communic... |
|
|
ALGM |
Allegro Microsystems, Inc. |
15 |
- |
$30.24 |
$25,012,000 |
927,730 |
3.49% |
12,658,000 |
519,603 |
0.49 |
N/A |
|
|
PSTG |
Pure Storage, Inc. |
16 |
- |
$60.31 |
$23,221,000 |
446,638 |
3.24% |
12,374,000 |
142,472 |
0.167 |
N/A |
|
|
ANET |
Arista Networks, Inc. |
17 |
- |
$316.50 |
$22,980,000 |
79,246 |
3.2% |
10,454,000 |
26,058 |
0.026 |
Diversified Computer ... |
|
|
MBLY |
Mobileye Global Inc. |
18 |
New |
$27.81 |
$21,975,000 |
683,513 |
3.06% |
21,975,000 |
683,513 |
0.602 |
N/A |
|
|
TSEM |
Tower Semiconductor Ltd (USA) |
19 |
- |
$37.62 |
$21,968,000 |
656,732 |
3.06% |
8,325,000 |
209,698 |
0.612 |
Semiconductor - Integ... |
|
|
CIEN |
Ciena Corp |
20 |
- |
$49.56 |
$18,899,000 |
382,183 |
2.64% |
659,000 |
-23,063 |
0.248 |
Systems, Products & D... |
|
|
HLIT |
Harmonic Inc |
21 |
- |
$11.71 |
$18,854,000 |
1,402,838 |
2.63% |
9,366,000 |
675,221 |
1.137 |
Communication Equipment |
|
|
ST |
Sensata Technologies Holdin... |
22 |
- |
$42.00 |
$17,673,000 |
481,023 |
2.46% |
9,830,000 |
272,276 |
0.306 |
Technical & System So... |
|
|
CALX |
Calix, Inc |
23 |
- |
$32.53 |
$16,774,000 |
505,852 |
2.34% |
4,648,000 |
228,316 |
0.819 |
Communication Equipment |
|
|
ARW |
Arrow Electronics Inc |
24 |
New |
$133.63 |
$11,374,000 |
87,858 |
1.59% |
11,374,000 |
87,858 |
0.113 |
Electronics Wholesale |
|
|
MCHP |
Microchip Technology Inc |
26 |
Closed |
$99.49 |
$0 |
0 |
0% |
-7,164,000 |
-79,443 |
0 |
Semiconductor - Speci... |
|
|
CHTR |
Charter Communications Inc |
25 |
Closed |
$271.09 |
$0 |
0 |
0% |
-3,282,000 |
-8,445 |
0 |
CATV Systems |
|
