13F HOLDINGS REPORT
Analog Century Management LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001753384-24-000008
Total Value
$1.01B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 571,451 | $70.6M | 7.00% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 395,065 | $68.7M | 6.80% |
| 3 | MONOLITHIC PWR SYS INC | 609839105 | 80,995 | $66.6M | 6.59% |
| 4 | APPLIED MATLS INC | 038222105 | 249,112 | $58.8M | 5.83% |
| 5 | BROADCOM INC | AVGO | 36,543 | $58.7M | 5.81% |
| 6 | MARVELL TECHNOLOGY INC | MRVL | 815,637 | $57.0M | 5.65% |
| 7 | SYNOPSYS INC | SNPS | 93,147 | $55.4M | 5.49% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 340,349 | $55.2M | 5.47% |
| 9 | KLA CORP | KLAC | 61,409 | $50.6M | 5.02% |
| 10 | ON SEMICONDUCTOR CORP | ON | 717,932 | $49.2M | 4.88% |
| 11 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 432,930 | $48.3M | 4.78% |
| 12 | CELESTICA INC | CLS | 823,309 | $47.2M | 4.68% |
| 13 | STMICROELECTRONICS N V | STMEF | 1,189,798 | $46.7M | 4.63% |
| 14 | FABRINET | FN | 161,767 | $39.6M | 3.92% |
| 15 | PURE STORAGE INC | 74624M102 | 520,790 | $33.4M | 3.31% |
| 16 | ARISTA NETWORKS INC | ANET | 89,662 | $31.4M | 3.11% |
| 17 | SENSATA TECHNOLOGIES HLDG PL | ST | 795,664 | $29.7M | 2.95% |
| 18 | ARROW ELECTRS INC | 042735100 | 228,303 | $27.6M | 2.73% |
| 19 | ALLEGRO MICROSYSTEMS INC | ALGM | 947,782 | $26.8M | 2.65% |
| 20 | SUPER MICRO COMPUTER INC | SMCI | 32,511 | $26.6M | 2.64% |
| 21 | TOWER SEMICONDUCTOR LTD | TSEM | 616,015 | $24.2M | 2.40% |
| 22 | MOBILEYE GLOBAL INC | MBLY | 745,335 | $20.9M | 2.07% |
| 23 | CALIX INC | CALX | 449,439 | $15.9M | 1.58% |