Analog Century Management LP Q2 2021 Filing
Filed August 5, 2021
Portfolio Value
$249.2B
Holdings
20
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMATAPPLIED MATERIAL ORD | 144,998 | $20.6B | 8.29% | |
| 2 | MUMICRON TECHNOLOGY ORD | 236,735 | $20.1B | 8.07% | |
| 3 | MRVLMARVELL TECHNOLOGY GROUP ORD | 299,188 | $17.5B | 7.00% | |
| 4 | MTSIMACOM TECHNOLOGY SOLUTIONS ORD | 271,403 | $17.4B | 6.98% | |
| 5 | MCHPMICROCHIP TECHNOLOGY ORD | 104,890 | $15.7B | 6.30% | |
| 6 | AVGOBROADCOM ORD | 32,930 | $15.7B | 6.30% | |
| 7 | AMDADVANCED MICRO DEVICES ORD | 158,350 | $14.9B | 5.97% | |
| 8 | STMSTMICROELECTRONICS ADR | 408,000 | $14.8B | 5.96% | |
| 9 | NVDANVIDIA ORD | 18,545 | $14.8B | 5.95% | |
| 10 | NXPINXP SEMICONDUCTORS ORD | 67,265 | $13.8B | 5.55% | |
| 11 | CALXCALIX NETWORKS ORD | 279,331 | $13.3B | 5.32% | |
| 12 | KLACKLA ORD | 33,985 | $11.0B | 4.42% | |
| 13 | ADIANALOG DEVICES ORD | 54,612 | $9.4B | 3.77% | |
| 14 | VICRVICOR ORD | 80,823 | $8.5B | 3.43% | |
| 15 | ONON SEMICONDUCTOR ORD | 210,834 | $8.1B | 3.24% | |
| 16 | FNFABRINET ORD | 82,465 | $7.9B | 3.17% | |
| 17 | MPWRMONOLITHIC POWER SYSTEMS ORD | 19,000 | $7.1B | 2.85% | |
| 18 | AMKRAMKOR TECHNOLOGY ORD | 291,803 | $6.9B | 2.77% | |
| 19 | CIENCIENA ORD | 111,367 | $6.3B | 2.54% | |
| 20 | DIODDIODES ORD | 65,583 | $5.2B | 2.10% |