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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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24 |
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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 |
|
AMD |
Advanced Micro Devices Inc |
1 |
- |
$157.40 |
$30,810,000 |
209,006 |
7.12% |
1,317,000 |
-77,837 |
0.017 |
Semiconductor- Broad... |
|
|
NVDA |
NVIDIA Corporation |
2 |
- |
$877.35 |
$30,145,000 |
60,871 |
6.97% |
-2,474,000 |
-14,117 |
0.002 |
Semiconductor - Speci... |
|
|
AMAT |
Applied Materials Inc |
3 |
- |
$203.38 |
$29,087,000 |
179,472 |
6.73% |
1,175,000 |
-22,129 |
0.02 |
Semiconductor Equipme... |
|
|
MTSI |
MA Com Technology Solutions... |
4 |
- |
$92.81 |
$26,382,000 |
283,835 |
6.1% |
3,033,000 |
-2,377 |
0.424 |
N/A |
|
|
ON |
On Semiconductor Corp |
5 |
- |
$68.06 |
$25,889,000 |
309,938 |
5.99% |
-5,462,000 |
-27,356 |
0.068 |
Semiconductor- Broad... |
|
|
AVGO |
Broadcom Limited |
6 |
- |
$1,344.07 |
$25,672,000 |
22,998 |
5.94% |
-4,736,000 |
-13,613 |
0.006 |
Semiconductor- Broad... |
|
|
STM |
STMicroelectronics N.V. (ADR) |
7 |
- |
$41.33 |
$25,645,000 |
511,565 |
5.93% |
7,004,000 |
79,658 |
0.056 |
Semiconductor- Broad... |
|
|
FN |
Fabrinet |
8 |
- |
$175.45 |
$24,174,000 |
127,011 |
5.59% |
-2,224,000 |
-31,423 |
0.344 |
Electronic Equipment |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
9 |
- |
$138.30 |
$24,172,000 |
232,424 |
5.59% |
6,282,000 |
26,553 |
0.004 |
Semiconductor - Integ... |
|
|
MPWR |
Monolithic Power Systems Inc |
10 |
- |
$677.23 |
$21,884,000 |
34,693 |
5.06% |
7,862,000 |
4,342 |
0.07 |
Semiconductor - Speci... |
|
|
KLAC |
KLA-Tencor Corp |
11 |
- |
$706.26 |
$20,983,000 |
36,096 |
4.85% |
7,683,000 |
7,099 |
0.023 |
Semiconductor Equipme... |
|
|
SNPS |
Synopsys Inc |
12 |
- |
$543.66 |
$20,547,000 |
39,904 |
4.75% |
-1,626,000 |
-8,407 |
0.026 |
Technical & System So... |
|
|
SMCI |
Super Micro Computer Inc |
13 |
- |
$857.44 |
$19,582,000 |
68,889 |
4.53% |
-2,266,000 |
-10,784 |
0.133 |
Networking & Communic... |
|
|
CIEN |
Ciena Corp |
14 |
- |
$46.61 |
$18,240,000 |
405,246 |
4.22% |
4,551,000 |
115,603 |
0.263 |
Systems, Products & D... |
|
|
TSEM |
Tower Semiconductor Ltd (USA) |
15 |
New |
$32.36 |
$13,643,000 |
447,034 |
3.15% |
13,643,000 |
447,034 |
0.417 |
Semiconductor - Integ... |
|
|
ANET |
Arista Networks, Inc. |
16 |
New |
$264.70 |
$12,526,000 |
53,188 |
2.9% |
12,526,000 |
53,188 |
0.017 |
Diversified Computer ... |
|
|
ALGM |
Allegro Microsystems, Inc. |
17 |
- |
$30.10 |
$12,354,000 |
408,127 |
2.86% |
4,891,000 |
174,459 |
0.215 |
N/A |
|
|
CALX |
Calix, Inc |
18 |
- |
$28.40 |
$12,126,000 |
277,536 |
2.8% |
-2,174,000 |
-34,412 |
0.449 |
Communication Equipment |
|
|
PSTG |
Pure Storage, Inc. |
19 |
- |
$52.95 |
$10,847,000 |
304,166 |
2.51% |
3,888,000 |
108,807 |
0.113 |
N/A |
|
|
HLIT |
Harmonic Inc |
20 |
New |
$9.20 |
$9,488,000 |
727,617 |
2.19% |
9,488,000 |
727,617 |
0.621 |
Communication Equipment |
|
|
ST |
Sensata Technologies Holdin... |
21 |
New |
$34.98 |
$7,843,000 |
208,747 |
1.81% |
7,843,000 |
208,747 |
0.133 |
Technical & System So... |
|
|
MCHP |
Microchip Technology Inc |
22 |
- |
$93.60 |
$7,164,000 |
79,443 |
1.66% |
-4,980,000 |
-76,144 |
0.014 |
Semiconductor - Speci... |
|
|
CHTR |
Charter Communications Inc |
23 |
- |
$254.61 |
$3,282,000 |
8,445 |
0.76% |
-1,716,000 |
-2,918 |
0.004 |
CATV Systems |
|
|
AAPL |
Apple Inc |
24 |
Closed |
$169.30 |
$0 |
0 |
0% |
-4,121,000 |
-24,072 |
0 |
Personal Computers |
|
