Analog Century Management LP Q2 2022 Filing
Filed August 10, 2022
Portfolio Value
$184.1B
Holdings
17
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 36,530 | $17.7B | 9.64% | |
| 2 | KLACKLA CORP | 53,415 | $17.0B | 9.26% | |
| 3 | MCHPMICROCHIP TECHNOLOGY INC. | 275,330 | $16.0B | 8.69% | |
| 4 | ONON SEMICONDUCTOR CORP | 271,684 | $13.7B | 7.43% | |
| 5 | MTSIMACOM TECH SOLUTIONS HLDGS I | 288,853 | $13.3B | 7.23% | |
| 6 | AMATAPPLIED MATERIAL MATLS INC | 145,048 | $13.2B | 7.17% | |
| 7 | SMTCSEMTECH CORP | 237,900 | $13.1B | 7.10% | |
| 8 | MRVLMARVELL TECHNOLOGY INC | 284,538 | $12.4B | 6.73% | |
| 9 | STMSTMICROELECTRONICS N V | 382,200 | $12.0B | 6.53% | |
| 10 | AMDADVANCED MICRO DEVICES INC | 127,680 | $9.8B | 5.30% | |
| 11 | MPWRMONOLITHIC PWR SYS INC | 24,750 | $9.5B | 5.16% | |
| 12 | CIENCIENA CORP | 205,467 | $9.4B | 5.10% | |
| 13 | NVDANVIDIA CORPORATION | 47,970 | $7.3B | 3.95% | |
| 14 | NXPINXP SEMICONDUCTORS N V | 48,821 | $7.2B | 3.93% | |
| 15 | FNFABRINET | 76,065 | $6.2B | 3.35% | |
| 16 | ASMLASML HOLDING N V | 9,803 | $4.7B | 2.54% | |
| 17 | TERTERADYNE INC | 18,168 | $1.6B | 0.88% |