Analog Century Management LP Q3 2021 Filing
Filed October 27, 2021
Portfolio Value
$288.8B
Holdings
21
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMATAPPLIED MATLS INC | 164,348 | $21.2B | 7.33% | |
| 2 | MRVLMARVELL TECHNOLOGY INC | 322,688 | $19.5B | 6.74% | |
| 3 | ONON SEMICONDUCTOR CORP | 423,334 | $19.4B | 6.71% | |
| 4 | STMSTMICROELECTRONICS N V | 436,100 | $19.0B | 6.59% | |
| 5 | AMDADVANCED MICRO DEVICES INC | 182,930 | $18.8B | 6.52% | |
| 6 | CALXCALIX INC | 358,631 | $17.7B | 6.14% | |
| 7 | MCHPMICROCHIP TECHNOLOGY INC. | 113,390 | $17.4B | 6.03% | |
| 8 | MTSIMACOM TECH SOLUTIONS HLDGS I | 256,803 | $16.7B | 5.77% | |
| 9 | AVGOBROADCOM INC | 34,130 | $16.6B | 5.73% | |
| 10 | NVDANVIDIA CORPORATION | 75,370 | $15.6B | 5.41% | |
| 11 | NXPINXP SEMICONDUCTORS N V | 74,225 | $14.5B | 5.03% | |
| 12 | KLACKLA CORP | 38,665 | $12.9B | 4.48% | |
| 13 | ADIANALOG DEVICES INC | 73,812 | $12.4B | 4.28% | |
| 14 | CIENCIENA CORP | 201,567 | $10.3B | 3.58% | |
| 15 | VICRVICOR CORP | 75,623 | $10.1B | 3.51% | |
| 16 | MPWRMONOLITHIC PWR SYS INC | 20,300 | $9.8B | 3.41% | |
| 17 | FNFABRINET | 82,465 | $8.5B | 2.93% | |
| 18 | MUMICRON TECHNOLOGY INC | 111,635 | $7.9B | 2.74% | |
| 19 | AMKRAMKOR TECHNOLOGY INC | 310,606 | $7.8B | 2.68% | |
| 20 | SMTCSEMTECH CORP | 90,900 | $7.1B | 2.45% | |
| 21 | DIODDIODES INC | 62,083 | $5.6B | 1.95% |