13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000491
Total Value
$1.50B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 783,001 | $105.1M | 7.03% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 506,863 | $100.1M | 6.69% |
| 3 | BROADCOM INC | AVGO | 417,426 | $96.8M | 6.47% |
| 4 | AMPHENOL CORP NEW | 032095101 | 1,306,011 | $90.7M | 6.07% |
| 5 | MARVELL TECHNOLOGY INC | MRVL | 735,573 | $81.2M | 5.43% |
| 6 | SYNOPSYS INC | SNPS | 164,809 | $80.0M | 5.35% |
| 7 | ON SEMICONDUCTOR CORP | ON | 1,116,581 | $70.4M | 4.71% |
| 8 | ASTERA LABS INC | ALAB | 530,558 | $70.3M | 4.70% |
| 9 | FABRINET | FN | 316,662 | $69.6M | 4.66% |
| 10 | ARISTA NETWORKS INC | ANET | 602,304 | $66.6M | 4.45% |
| 11 | KLA CORP | KLAC | 103,018 | $64.9M | 4.34% |
| 12 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 462,361 | $60.1M | 4.02% |
| 13 | APPLIED MATLS INC | 038222105 | 364,803 | $59.3M | 3.97% |
| 14 | AXON ENTERPRISE INC | AXON | 96,365 | $57.3M | 3.83% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 446,847 | $54.0M | 3.61% |
| 16 | CIENA CORP | CIEN | 632,802 | $53.7M | 3.59% |
| 17 | MOTOROLA SOLUTIONS INC | MSI | 115,090 | $53.2M | 3.56% |
| 18 | GLOBALFOUNDRIES INC | GFS | 1,172,167 | $50.3M | 3.36% |
| 19 | ARROW ELECTRS INC | 042735100 | 411,610 | $46.6M | 3.11% |
| 20 | ALLEGRO MICROSYSTEMS INC | ALGM | 2,001,438 | $43.8M | 2.93% |
| 21 | RAMBUS INC DEL | RMBS | 825,288 | $43.6M | 2.92% |
| 22 | TOWER SEMICONDUCTOR LTD | TSEM | 793,439 | $40.9M | 2.73% |
| 23 | SENSATA TECHNOLOGIES HLDG PL | ST | 1,353,206 | $37.1M | 2.48% |