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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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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TSEM |
Tower Semiconductor Ltd (USA) |
15 |
New |
$36.71 |
$13,643,000 |
447,034 |
3.15% |
13,643,000 |
447,034 |
0.417 |
Semiconductor - Integ... |
|
|
ANET |
Arista Networks, Inc. |
16 |
New |
$314.03 |
$12,526,000 |
53,188 |
2.9% |
12,526,000 |
53,188 |
0.017 |
Diversified Computer ... |
|
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HLIT |
Harmonic Inc |
20 |
New |
$11.39 |
$9,488,000 |
727,617 |
2.19% |
9,488,000 |
727,617 |
0.621 |
Communication Equipment |
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ST |
Sensata Technologies Holdin... |
21 |
New |
$42.34 |
$7,843,000 |
208,747 |
1.81% |
7,843,000 |
208,747 |
0.133 |
Technical & System So... |
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