Analog Century Management LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$717.0T
Holdings
24
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 58,930 | $53.2T | 7.43% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 309,826 | $42.2T | 5.88% | |
| 3 | AMATAPPLIED MATLS INC | 197,903 | $40.8T | 5.69% | |
| 4 | SNPSSYNOPSYS INC | 68,964 | $39.4T | 5.50% | |
| 5 | ONON SEMICONDUCTOR CORP | 522,721 | $38.4T | 5.36% | |
| 6 | AVGOBROADCOM INC | 28,427 | $37.7T | 5.25% | |
| 7 | STMSTMICROELECTRONICS N V | 864,668 | $37.4T | 5.21% | |
| 8 | MPWRMONOLITHIC PWR SYS INC | 55,095 | $37.3T | 5.21% | |
| 9 | AMDADVANCED MICRO DEVICES INC | 198,111 | $35.8T | 4.99% | |
| 10 | MRVLMARVELL TECHNOLOGY INC | 489,413 | $34.7T | 4.84% | |
| 11 | MTSIMACOM TECH SOLUTIONS HLDGS I | 354,043 | $33.9T | 4.72% | |
| 12 | KLACKLA CORP | 42,777 | $29.9T | 4.17% | |
| 13 | FNFABRINET | 157,845 | $29.8T | 4.16% | |
| 14 | SMCIUSDSUPER MICRO COMPUTER INC | 27,532 | $27.8T | 3.88% | |
| 15 | ALGMALLEGRO MICROSYSTEMS INC | 927,730 | $25.0T | 3.49% | |
| 16 | PSTGPURE STORAGE INC | 446,638 | $23.2T | 3.24% | |
| 17 | ANETEURARISTA NETWORKS INC | 79,246 | $23.0T | 3.20% | |
| 18 | MBLYMOBILEYE GLOBAL INC | 683,513 | $22.0T | 3.06% | |
| 19 | TSEMTOWER SEMICONDUCTOR LTD | 656,732 | $22.0T | 3.06% | |
| 20 | CIENCIENA CORP | 382,183 | $18.9T | 2.64% | |
| 21 | HLITHARMONIC INC | 1,402,838 | $18.9T | 2.63% | |
| 22 | STSENSATA TECHNOLOGIES HLDG PL | 481,023 | $17.7T | 2.46% | |
| 23 | CALXCALIX INC | 505,852 | $16.8T | 2.34% | |
| 24 | ARWARROW ELECTRS INC | 87,858 | $11.4T | 1.59% |