Analog Century Management LP Q1 2021 Filing
Filed April 29, 2021
Portfolio Value
$246.1B
Holdings
22
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMATAPPLIED MATERIAL ORD | 163,198 | $21.8B | 8.86% | |
| 2 | MUMICRON TECHNOLOGY ORD | 234,285 | $20.7B | 8.40% | |
| 3 | AVGOBROADCOM ORD | 33,880 | $15.7B | 6.38% | |
| 4 | MCHPMICROCHIP TECHNOLOGY ORD | 99,140 | $15.4B | 6.25% | |
| 5 | KLACKLA ORD | 43,285 | $14.3B | 5.81% | |
| 6 | NVDANVIDIA ORD | 25,045 | $13.4B | 5.43% | |
| 7 | MTSIMACOM TECHNOLOGY SOLUTIONS ORD | 221,303 | $12.8B | 5.22% | |
| 8 | MRVLMARVELL TECHNOLOGY GROUP ORD | 260,988 | $12.8B | 5.19% | |
| 9 | NXPINXP SEMICONDUCTORS ORD | 59,465 | $12.0B | 4.87% | |
| 10 | ASMLASML HOLDING ORD | 18,940 | $11.5B | 4.67% | |
| 11 | LITELUMENTUM HOLDINGS ORD | 115,737 | $10.6B | 4.30% | |
| 12 | FNFABRINET ORD | 103,676 | $9.4B | 3.81% | |
| 13 | AMDADVANCED MICRO DEVICES ORD | 117,850 | $9.3B | 3.76% | |
| 14 | ONON SEMICONDUCTOR ORD | 219,634 | $9.1B | 3.71% | |
| 15 | AMKRAMKOR TECHNOLOGY ORD | 383,123 | $9.1B | 3.69% | |
| 16 | STMSTMICROELECTRONICS ADR | 218,700 | $8.4B | 3.41% | |
| 17 | CALXCALIX NETWORKS ORD | 232,677 | $8.1B | 3.28% | |
| 18 | ADIANALOG DEVICES ORD | 45,812 | $7.1B | 2.89% | |
| 19 | VICRVICOR ORD | 81,543 | $6.9B | 2.82% | |
| 20 | KEYSKEYSIGHT TECHNOLOGIES ORD | 43,282 | $6.2B | 2.52% | |
| 21 | CIENCIENA ORD | 109,467 | $6.0B | 2.43% | |
| 22 | DIODDIODES ORD | 70,783 | $5.7B | 2.30% |