13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001753384-23-000009
Total Value
$373.1M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 74,988 | $32.6M | 8.74% |
| 2 | ON SEMICONDUCTOR CORP | ON | 337,294 | $31.4M | 8.40% |
| 3 | BROADCOM INC | AVGO | 36,611 | $30.4M | 8.15% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 286,843 | $29.5M | 7.91% |
| 5 | APPLIED MATLS INC | 038222105 | 201,601 | $27.9M | 7.48% |
| 6 | FABRINET | FN | 158,434 | $26.4M | 7.08% |
| 7 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 286,212 | $23.3M | 6.26% |
| 8 | SYNOPSYS INC | SNPS | 48,311 | $22.2M | 5.94% |
| 9 | SUPER MICRO COMPUTER INC | SMCI | 79,673 | $21.8M | 5.86% |
| 10 | STMICROELECTRONICS N V | STMEF | 431,907 | $18.6M | 5.00% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 205,871 | $17.9M | 4.80% |
| 12 | CALIX INC | CALX | 311,948 | $14.3M | 3.83% |
| 13 | MONOLITHIC PWR SYS INC | 609839105 | 30,351 | $14.0M | 3.76% |
| 14 | CIENA CORP | CIEN | 289,643 | $13.7M | 3.67% |
| 15 | KLA CORP | KLAC | 28,997 | $13.3M | 3.56% |
| 16 | MICROCHIP TECHNOLOGY INC. | MCHPP | 155,587 | $12.1M | 3.25% |
| 17 | ALLEGRO MICROSYSTEMS INC | ALGM | 233,668 | $7.5M | 2.00% |
| 18 | PURE STORAGE INC | 74624M102 | 195,359 | $7.0M | 1.87% |
| 19 | CHARTER COMMUNICATIONS INC N | 16119P108 | 11,363 | $5.0M | 1.34% |
| 20 | APPLE INC | AAPL | 24,072 | $4.1M | 1.10% |