Analog Century Management LP Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$294.5B
Holdings
19
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 38,380 | $24.2B | 8.20% | |
| 2 | AMDADVANCED MICRO DEVICES INC | 218,080 | $23.8B | 8.10% | |
| 3 | MRVLMARVELL TECHNOLOGY INC | 299,038 | $21.4B | 7.28% | |
| 4 | AMATAPPLIED MATLS INC | 161,548 | $21.3B | 7.23% | |
| 5 | MCHPMICROCHIP TECHNOLOGY INC. | 268,330 | $20.2B | 6.85% | |
| 6 | ONON SEMICONDUCTOR CORP | 315,984 | $19.8B | 6.72% | |
| 7 | KLACKLA CORP | 52,415 | $19.2B | 6.51% | |
| 8 | NVDANVIDIA CORPORATION | 67,270 | $18.4B | 6.23% | |
| 9 | MTSIMACOM TECH SOLUTIONS HLDGS I | 269,053 | $16.1B | 5.47% | |
| 10 | STMSTMICROELECTRONICS N V | 362,500 | $15.7B | 5.32% | |
| 11 | CIENCIENA CORP | 229,067 | $13.9B | 4.72% | |
| 12 | SMTCSEMTECH CORP | 197,200 | $13.7B | 4.64% | |
| 13 | MPWRMONOLITHIC PWR SYS INC | 26,850 | $13.0B | 4.43% | |
| 14 | TERTERADYNE INC | 93,468 | $11.1B | 3.75% | |
| 15 | CALXCALIX INC | 240,200 | $10.3B | 3.50% | |
| 16 | NXPINXP SEMICONDUCTORS N V | 48,721 | $9.0B | 3.06% | |
| 17 | ASMLASML HOLDING N V | 13,253 | $8.9B | 3.04% | |
| 18 | FNFABRINET | 71,365 | $7.5B | 2.55% | |
| 19 | MUMICRON TECHNOLOGY INC. | 91,200 | $7.1B | 2.41% |