News + Filings Holdings
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Analog Century Management LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ON SEMICONDUCTOR CORP
| ON | Common | 332,403 | -1,808 | 31,438,676,000 | 3,926,426,000 | 8.73 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 73,814 | -39,502 | 31,224,798,000 | -250,987,000 | 8.67 | 0.00 |
Hist
| 06/30/2023 |
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Broadcom Ltd
| AVGO | COM | 35,938 | -11,632 | 31,173,699,000 | 655,641,000 | 8.66 | |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 241,332 | -50,054 | 27,490,128,000 | -1,068,614,000 | 7.63 | 0.01 |
Hist
| 06/30/2023 |
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APPLIED MATERIALS INC /DE
| AMAT | Common | 175,970 | -15,260 | 25,434,704,000 | 1,945,923,000 | 7.06 | 0.02 |
Hist
| 06/30/2023 |
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Fabrinet
| FN | COM | 167,805 | 64,600 | 21,794,513,000 | 9,537,887,000 | 6.05 | 0.46 |
Hist
| 06/30/2023 |
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Super Micro Computer, Inc.
| SMCI | Common | 84,240 | -76,221 | 20,996,820,000 | 3,899,700,000 | 5.83 | |
Hist
| 06/30/2023 |
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MONOLITHIC POWER SYSTEMS INC
| MPWR | Common | 37,238 | -392 | 20,117,085,000 | 1,281,765,000 | 5.59 | 0.08 |
Hist
| 06/30/2023 |
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STMicroelectronics N.V.
| STM | NY REGISTRY | 391,374 | 33,700 | 19,564,786,000 | 432,804,000 | 5.43 | |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 190,809 | -13,141 | 19,256,444,000 | 285,015,000 | 5.35 | |
Hist
| 06/30/2023 |
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SYNOPSYS INC
| SNPS | Common | 41,893 | -6,167 | 18,240,631,000 | -322,544,000 | 5.06 | 0.03 |
Hist
| 06/30/2023 |
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MACOM Technology Solutions Holdings, Inc.
| MTSI | COM | 267,543 | -14,172 | 17,532,093,000 | -2,424,598,000 | 4.87 | 0.38 |
Hist
| 06/30/2023 |
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CALIX, INC
| CALX | COM | 332,509 | 155,300 | 16,595,524,000 | 7,098,894,000 | 4.61 | |
Hist
| 06/30/2023 |
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MICROCHIP TECHNOLOGY INC
| MCHP | Common | 181,450 | -14,300 | 16,256,106,000 | -143,829,000 | 4.51 | 0.03 |
Hist
| 06/30/2023 |
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KLA CORP
| KLAC | Common | 23,794 | -3,171 | 11,540,566,000 | 776,947,000 | 3.20 | 0.02 |
Hist
| 06/30/2023 |
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CIENA CORP
| CIEN | Common | 207,887 | -18,500 | 8,833,119,000 | -3,056,726,000 | 2.45 | 0.14 |
Hist
| 06/30/2023 |
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Pure Storage, Inc.
| PSTG | Common | 204,000 | 204,000 | 7,511,280,000 | 7,511,280,000 | 2.09 | 0.07 |
Hist
| 06/30/2023 |
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ALLEGRO MICROSYSTEMS, INC.
| ALGM | COMMON STOCK | 152,600 | 152,600 | 6,888,364,000 | 6,888,364,000 | 1.91 | 0.08 |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 24,359 | -9,321 | 4,724,915,000 | -828,917,000 | 1.31 | |
Hist
| 06/30/2023 |
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CHARTER COMMUNICATIONS, INC. /MO/
| CHTR | COM | 9,600 | -400 | 3,526,752,000 | -49,348,000 | 0.98 | 0.01 |
Hist
| 06/30/2023 |
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Silicon Motion Technology CORP
| SIMO | SP ADR | 0 | -30,000 | 0 | -1,965,600,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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