Analog Century Management LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$329.7T
Holdings
20
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 113,316 | $31.5T | 9.55% | |
| 2 | AVGOBROADCOM INC | 47,570 | $30.5T | 9.26% | |
| 3 | AMDADVANCED MICRO DEVICES INC | 291,386 | $28.6T | 8.66% | |
| 4 | ONON SEMICONDUCTOR CORP | 334,211 | $27.5T | 8.34% | |
| 5 | AMATAPPLIED MATLS INC | 191,230 | $23.5T | 7.12% | |
| 6 | MTSIMACOM TECH SOLUTIONS HLDGS I | 281,715 | $20.0T | 6.05% | |
| 7 | STMSTMICROELECTRONICS N V | 357,674 | $19.1T | 5.80% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 203,950 | $19.0T | 5.75% | |
| 9 | MPWRMONOLITHIC PWR SYS INC | 37,630 | $18.8T | 5.71% | |
| 10 | SNPSSYNOPSYS INC | 48,060 | $18.6T | 5.63% | |
| 11 | SMCIUSDSUPER MICRO COMPUTER INC | 160,461 | $17.1T | 5.19% | |
| 12 | MCHPMICROCHIP TECHNOLOGY INC | 195,750 | $16.4T | 4.97% | |
| 13 | FNFABRINET | 103,205 | $12.3T | 3.72% | |
| 14 | CIENCIENA CORP | 226,387 | $11.9T | 3.61% | |
| 15 | KLACKLA CORP | 26,965 | $10.8T | 3.26% | |
| 16 | CALXCALIX INC | 177,209 | $9.5T | 2.88% | |
| 17 | AAPLAPPLE ORD | 33,680 | $5.6T | 1.68% | |
| 18 | —PURE STORAGE INC | 145,600 | $3.7T | 1.13% | |
| 19 | CHTRCHARTER COMMUNICATIONSINC N | 10,000 | $3.6T | 1.08% | |
| 20 | SIMOSILICON MOTION TECHNOLOGY CO | 30,000 | $2.0T | 0.60% |