Analog Century Management LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$360.1T
Holdings
20
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ONON SEMICONDUCTOR CORP | 332,403 | $31.4T | 8.73% | |
| 2 | NVDANVIDIA CORPORATION | 73,814 | $31.2T | 8.67% | |
| 3 | AVGOBROADCOM INC | 35,938 | $31.2T | 8.66% | |
| 4 | AMDADVANCED MICRO DEVICES INC | 241,332 | $27.5T | 7.63% | |
| 5 | AMATAPPLIED MATLS INC | 175,970 | $25.4T | 7.06% | |
| 6 | FNFABRINET | 167,805 | $21.8T | 6.05% | |
| 7 | SMCIUSDSUPER MICRO COMPUTER INC | 84,240 | $21.0T | 5.83% | |
| 8 | MPWRMONOLITHIC PWR SYS INC | 37,238 | $20.1T | 5.59% | |
| 9 | STMSTMICROELECTRONICS N V | 391,374 | $19.6T | 5.43% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 190,809 | $19.3T | 5.35% | |
| 11 | SNPSSYNOPSYS INC | 41,893 | $18.2T | 5.06% | |
| 12 | MTSIMACOM TECH SOLUTIONS HLDGS I | 267,543 | $17.5T | 4.87% | |
| 13 | CALXCALIX INC | 332,509 | $16.6T | 4.61% | |
| 14 | MCHPMICROCHIP TECHNOLOGY INC | 181,450 | $16.3T | 4.51% | |
| 15 | KLACKLA CORP | 23,794 | $11.5T | 3.20% | |
| 16 | CIENCIENA CORP | 207,887 | $8.8T | 2.45% | |
| 17 | PSTGPURE STORAGE INC | 204,000 | $7.5T | 2.09% | |
| 18 | ALGMALLEGRO MICROSYSTEMS INC | 152,600 | $6.9T | 1.91% | |
| 19 | AAPLAPPLE INC | 24,359 | $4.7T | 1.31% | |
| 20 | CHTRCHARTER COMMUNICATIONS INC N | 9,600 | $3.5T | 0.98% |