13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001171
Total Value
$1.23B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 811,016 | $87.9M | 7.12% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 529,457 | $87.9M | 7.12% |
| 3 | AMPHENOL CORP NEW | 032095101 | 1,177,067 | $77.2M | 6.26% |
| 4 | BROADCOM INC | AVGO | 451,035 | $75.5M | 6.12% |
| 5 | SYNOPSYS INC | SNPS | 156,842 | $67.3M | 5.45% |
| 6 | FABRINET | FN | 328,725 | $64.9M | 5.26% |
| 7 | KLA CORP | KLAC | 93,059 | $63.3M | 5.13% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 605,462 | $62.2M | 5.04% |
| 9 | LUMENTUM HLDGS INC | LITE | 968,039 | $60.3M | 4.89% |
| 10 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 577,893 | $58.0M | 4.70% |
| 11 | AXON ENTERPRISE INC | AXON | 107,991 | $56.8M | 4.60% |
| 12 | CIENA CORP | CIEN | 841,311 | $50.8M | 4.12% |
| 13 | ALLEGRO MICROSYSTEMS INC | ALGM | 1,932,170 | $48.6M | 3.93% |
| 14 | APPLIED MATLS INC | 038222105 | 326,381 | $47.4M | 3.84% |
| 15 | ON SEMICONDUCTOR CORP | ON | 1,135,587 | $46.2M | 3.74% |
| 16 | ASTERA LABS INC | ALAB | 707,130 | $42.2M | 3.42% |
| 17 | MARVELL TECHNOLOGY INC | MRVL | 656,961 | $40.4M | 3.28% |
| 18 | RAMBUS INC DEL | RMBS | 680,113 | $35.2M | 2.85% |
| 19 | ARROW ELECTRS INC | 042735100 | 338,023 | $35.1M | 2.84% |
| 20 | STMICROELECTRONICS N V | STMEF | 1,589,804 | $34.9M | 2.83% |
| 21 | SUPER MICRO COMPUTER INC | SMCI | 942,865 | $32.3M | 2.62% |
| 22 | SENSATA TECHNOLOGIES HLDG PL | ST | 1,301,636 | $31.6M | 2.56% |
| 23 | TOWER SEMICONDUCTOR LTD | TSEM | 790,279 | $28.2M | 2.28% |