Analog Century Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.2T
Holdings
23
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 811,016 | $87.9B | 7.12% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 529,457 | $87.9B | 7.12% | |
| 3 | APHAMPHENOL CORP NEW | 1,177,067 | $77.2B | 6.26% | |
| 4 | AVGOBROADCOM INC | 451,035 | $75.5B | 6.12% | |
| 5 | SNPSSYNOPSYS INC | 156,842 | $67.3B | 5.45% | |
| 6 | FNFABRINET | 328,725 | $64.9B | 5.26% | |
| 7 | KLACKLA CORP | 93,059 | $63.3B | 5.13% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 605,462 | $62.2B | 5.04% | |
| 9 | LITELUMENTUM HLDGS INC | 968,039 | $60.3B | 4.89% | |
| 10 | MTSIMACOM TECH SOLUTIONS HLDGS I | 577,893 | $58.0B | 4.70% | |
| 11 | AXONAXON ENTERPRISE INC | 107,991 | $56.8B | 4.60% | |
| 12 | CIENCIENA CORP | 841,311 | $50.8B | 4.12% | |
| 13 | ALGMALLEGRO MICROSYSTEMS INC | 1,932,170 | $48.6B | 3.93% | |
| 14 | AMATAPPLIED MATLS INC | 326,381 | $47.4B | 3.84% | |
| 15 | ONON SEMICONDUCTOR CORP | 1,135,587 | $46.2B | 3.74% | |
| 16 | ALABASTERA LABS INC | 707,130 | $42.2B | 3.42% | |
| 17 | MRVLMARVELL TECHNOLOGY INC | 656,961 | $40.4B | 3.28% | |
| 18 | RMBS*RAMBUS INC DEL | 680,113 | $35.2B | 2.85% | |
| 19 | ARWARROW ELECTRS INC | 338,023 | $35.1B | 2.84% | |
| 20 | STMSTMICROELECTRONICS N V | 1,589,804 | $34.9B | 2.83% | |
| 21 | SMCISUPER MICRO COMPUTER INC | 942,865 | $32.3B | 2.62% | |
| 22 | STSENSATA TECHNOLOGIES HLDG PL | 1,301,636 | $31.6B | 2.56% | |
| 23 | TSEMTOWER SEMICONDUCTOR LTD | 790,279 | $28.2B | 2.28% |