13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002481
Total Value
$1.47B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MONOLITHIC PWR SYS INC | 609839105 | 103,840 | $96.0M | 6.53% |
| 2 | NVIDIA CORPORATION | NVDA | 771,871 | $93.7M | 6.37% |
| 3 | MARVELL TECHNOLOGY INC | MRVL | 1,236,076 | $89.1M | 6.06% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 523,155 | $85.8M | 5.84% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 493,428 | $85.7M | 5.83% |
| 6 | AMPHENOL CORP NEW | 032095101 | 1,274,628 | $83.1M | 5.65% |
| 7 | ON SEMICONDUCTOR CORP | ON | 1,067,742 | $77.5M | 5.27% |
| 8 | BROADCOM INC | AVGO | 438,691 | $75.7M | 5.14% |
| 9 | SYNOPSYS INC | SNPS | 146,061 | $74.0M | 5.03% |
| 10 | APPLIED MATLS INC | 038222105 | 312,545 | $63.1M | 4.29% |
| 11 | KLA CORP | KLAC | 79,785 | $61.8M | 4.20% |
| 12 | CELESTICA INC | CLS | 1,204,226 | $61.6M | 4.18% |
| 13 | FABRINET | FN | 255,979 | $60.5M | 4.11% |
| 14 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 534,320 | $59.4M | 4.04% |
| 15 | ARROW ELECTRS INC | 042735100 | 398,323 | $52.9M | 3.60% |
| 16 | ARISTA NETWORKS INC | ANET | 134,151 | $51.5M | 3.50% |
| 17 | ASTERA LABS INC | ALAB | 906,377 | $47.5M | 3.23% |
| 18 | SENSATA TECHNOLOGIES HLDG PL | ST | 1,306,002 | $46.8M | 3.18% |
| 19 | CIENA CORP | CIEN | 756,032 | $46.6M | 3.17% |
| 20 | STMICROELECTRONICS N V | STMEF | 1,447,597 | $43.0M | 2.93% |
| 21 | ALLEGRO MICROSYSTEMS INC | ALGM | 1,709,448 | $39.8M | 2.71% |
| 22 | TOWER SEMICONDUCTOR LTD | TSEM | 880,137 | $39.0M | 2.65% |
| 23 | AXON ENTERPRISE INC | AXON | 92,057 | $36.8M | 2.50% |