13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001753384-23-000005
Total Value
$329.7M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 113,316 | $31.5M | 9.55% |
| 2 | BROADCOM INC | AVGO | 47,570 | $30.5M | 9.26% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 291,386 | $28.6M | 8.66% |
| 4 | ON SEMICONDUCTOR CORP | ON | 334,211 | $27.5M | 8.34% |
| 5 | APPLIED MATLS INC | 038222105 | 191,230 | $23.5M | 7.12% |
| 6 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 281,715 | $20.0M | 6.05% |
| 7 | STMICROELECTRONICS N V | STMEF | 357,674 | $19.1M | 5.80% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 203,950 | $19.0M | 5.75% |
| 9 | MONOLITHIC PWR SYS INC | 609839105 | 37,630 | $18.8M | 5.71% |
| 10 | SYNOPSYS INC | SNPS | 48,060 | $18.6M | 5.63% |
| 11 | SUPER MICRO COMPUTER INC | SMCI | 160,461 | $17.1M | 5.19% |
| 12 | MICROCHIP TECHNOLOGY INC | MCHPP | 195,750 | $16.4M | 4.97% |
| 13 | FABRINET | FN | 103,205 | $12.3M | 3.72% |
| 14 | CIENA CORP | CIEN | 226,387 | $11.9M | 3.61% |
| 15 | KLA CORP | KLAC | 26,965 | $10.8M | 3.26% |
| 16 | CALIX INC | CALX | 177,209 | $9.5M | 2.88% |
| 17 | APPLE ORD | AAPL | 33,680 | $5.6M | 1.68% |
| 18 | PURE STORAGE INC | 07462M102 | 145,600 | $3.7M | 1.13% |
| 19 | CHARTER COMMUNICATIONSINC N | 16119P108 | 10,000 | $3.6M | 1.08% |
| 20 | SILICON MOTION TECHNOLOGY CO | SIMO | 30,000 | $2.0M | 0.60% |