13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001753384-24-000004
Total Value
$717.0M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 58,930 | $53.2M | 7.43% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 309,826 | $42.2M | 5.88% |
| 3 | APPLIED MATLS INC | 038222105 | 197,903 | $40.8M | 5.69% |
| 4 | SYNOPSYS INC | SNPS | 68,964 | $39.4M | 5.50% |
| 5 | ON SEMICONDUCTOR CORP | ON | 522,721 | $38.4M | 5.36% |
| 6 | BROADCOM INC | AVGO | 28,427 | $37.7M | 5.25% |
| 7 | STMICROELECTRONICS N V | STMEF | 864,668 | $37.4M | 5.21% |
| 8 | MONOLITHIC PWR SYS INC | 609839105 | 55,095 | $37.3M | 5.21% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 198,111 | $35.8M | 4.99% |
| 10 | MARVELL TECHNOLOGY INC | MRVL | 489,413 | $34.7M | 4.84% |
| 11 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 354,043 | $33.9M | 4.72% |
| 12 | KLA CORP | KLAC | 42,777 | $29.9M | 4.17% |
| 13 | FABRINET | FN | 157,845 | $29.8M | 4.16% |
| 14 | SUPER MICRO COMPUTER INC | SMCI | 27,532 | $27.8M | 3.88% |
| 15 | ALLEGRO MICROSYSTEMS INC | ALGM | 927,730 | $25.0M | 3.49% |
| 16 | PURE STORAGE INC | 74624M102 | 446,638 | $23.2M | 3.24% |
| 17 | ARISTA NETWORKS INC | ANET | 79,246 | $23.0M | 3.20% |
| 18 | MOBILEYE GLOBAL INC | MBLY | 683,513 | $22.0M | 3.06% |
| 19 | TOWER SEMICONDUCTOR LTD | TSEM | 656,732 | $22.0M | 3.06% |
| 20 | CIENA CORP | CIEN | 382,183 | $18.9M | 2.64% |
| 21 | HARMONIC INC | HLIT | 1,402,838 | $18.9M | 2.63% |
| 22 | SENSATA TECHNOLOGIES HLDG PL | ST | 481,023 | $17.7M | 2.46% |
| 23 | CALIX INC | CALX | 505,852 | $16.8M | 2.34% |
| 24 | ARROW ELECTRS INC | 042735100 | 87,858 | $11.4M | 1.59% |