Analog Century Management LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.0T
Holdings
23
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 571,451 | $70.6B | 7.00% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 395,065 | $68.7B | 6.80% | |
| 3 | MPWRMONOLITHIC PWR SYS INC | 80,995 | $66.6B | 6.59% | |
| 4 | AMATAPPLIED MATLS INC | 249,112 | $58.8B | 5.83% | |
| 5 | AVGOBROADCOM INC | 36,543 | $58.7B | 5.81% | |
| 6 | MRVLMARVELL TECHNOLOGY INC | 815,637 | $57.0B | 5.65% | |
| 7 | SNPSSYNOPSYS INC | 93,147 | $55.4B | 5.49% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 340,349 | $55.2B | 5.47% | |
| 9 | KLACKLA CORP | 61,409 | $50.6B | 5.02% | |
| 10 | ONON SEMICONDUCTOR CORP | 717,932 | $49.2B | 4.88% | |
| 11 | MTSIMACOM TECH SOLUTIONS HLDGS I | 432,930 | $48.3B | 4.78% | |
| 12 | CLSCELESTICA INC | 823,309 | $47.2B | 4.68% | |
| 13 | STMSTMICROELECTRONICS N V | 1,189,798 | $46.7B | 4.63% | |
| 14 | FNFABRINET | 161,767 | $39.6B | 3.92% | |
| 15 | PSTGPURE STORAGE INC | 520,790 | $33.4B | 3.31% | |
| 16 | ANETEURARISTA NETWORKS INC | 89,662 | $31.4B | 3.11% | |
| 17 | STSENSATA TECHNOLOGIES HLDG PL | 795,664 | $29.7B | 2.95% | |
| 18 | ARWARROW ELECTRS INC | 228,303 | $27.6B | 2.73% | |
| 19 | ALGMALLEGRO MICROSYSTEMS INC | 947,782 | $26.8B | 2.65% | |
| 20 | SMCIUSDSUPER MICRO COMPUTER INC | 32,511 | $26.6B | 2.64% | |
| 21 | TSEMTOWER SEMICONDUCTOR LTD | 616,015 | $24.2B | 2.40% | |
| 22 | MBLYMOBILEYE GLOBAL INC | 745,335 | $20.9B | 2.07% | |
| 23 | CALXCALIX INC | 449,439 | $15.9B | 1.58% |