13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001753384-23-000003
Total Value
$230.2M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 33,880 | $18.9M | 8.23% |
| 2 | KLA CORP | KLAC | 39,215 | $14.8M | 6.42% |
| 3 | SYNOPSYS INC | SNPS | 43,510 | $13.9M | 6.04% |
| 4 | FABRINET | FN | 107,255 | $13.8M | 5.98% |
| 5 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 217,383 | $13.7M | 5.95% |
| 6 | APPLIED MATLS INC | 038222105 | 137,780 | $13.4M | 5.83% |
| 7 | MICROCHIP TECHNOLOGY INC. | MCHPP | 186,300 | $13.1M | 5.69% |
| 8 | STMICROELECTRONICS N V | STMEF | 364,374 | $13.0M | 5.63% |
| 9 | ASML HOLDING N V | ASMLF | 24,003 | $12.9M | 5.62% |
| 10 | ON SEMICONDUCTOR CORP | ON | 204,811 | $12.8M | 5.55% |
| 11 | CALIX INC | CALX | 184,858 | $12.6M | 5.50% |
| 12 | CIENA CORP | CIEN | 241,837 | $12.3M | 5.36% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 155,850 | $11.6M | 5.04% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 160,036 | $10.4M | 4.50% |
| 15 | MONOLITHIC PWR SYS INC | 609839105 | 25,800 | $9.1M | 3.96% |
| 16 | NVIDIA CORPORATION | NVDA | 59,666 | $8.7M | 3.79% |
| 17 | NXP SEMICONDUCTORS N V | NXPI | 53,132 | $8.4M | 3.65% |
| 18 | SUPER MICRO COMPUTER INC | SMCI | 94,110 | $7.7M | 3.36% |
| 19 | MARVELL TECHNOLOGY INC | MRVL | 201,964 | $7.5M | 3.25% |
| 20 | APPLE ORD | AAPL | 11,630 | $1.5M | 0.66% |