13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001753384-23-000007
Total Value
$360.1M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ON SEMICONDUCTOR CORP | ON | 332,403 | $31.4M | 8.73% |
| 2 | NVIDIA CORPORATION | NVDA | 73,814 | $31.2M | 8.67% |
| 3 | BROADCOM INC | AVGO | 35,938 | $31.2M | 8.66% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 241,332 | $27.5M | 7.63% |
| 5 | APPLIED MATLS INC | 038222105 | 175,970 | $25.4M | 7.06% |
| 6 | FABRINET | FN | 167,805 | $21.8M | 6.05% |
| 7 | SUPER MICRO COMPUTER INC | SMCI | 84,240 | $21.0M | 5.83% |
| 8 | MONOLITHIC PWR SYS INC | 609839105 | 37,238 | $20.1M | 5.59% |
| 9 | STMICROELECTRONICS N V | STMEF | 391,374 | $19.6M | 5.43% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 190,809 | $19.3M | 5.35% |
| 11 | SYNOPSYS INC | SNPS | 41,893 | $18.2M | 5.06% |
| 12 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 267,543 | $17.5M | 4.87% |
| 13 | CALIX INC | CALX | 332,509 | $16.6M | 4.61% |
| 14 | MICROCHIP TECHNOLOGY INC | MCHPP | 181,450 | $16.3M | 4.51% |
| 15 | KLA CORP | KLAC | 23,794 | $11.5M | 3.20% |
| 16 | CIENA CORP | CIEN | 207,887 | $8.8M | 2.45% |
| 17 | PURE STORAGE INC | 74624M102 | 204,000 | $7.5M | 2.09% |
| 18 | ALLEGRO MICROSYSTEMS INC | ALGM | 152,600 | $6.9M | 1.91% |
| 19 | APPLE INC | AAPL | 24,359 | $4.7M | 1.31% |
| 20 | CHARTER COMMUNICATIONS INC N | 16119P108 | 9,600 | $3.5M | 0.98% |