Analog Century Management LP Q3 2022 Filing
Filed October 21, 2022
Portfolio Value
$178.4B
Holdings
18
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ONON SEMICONDUCTOR CORP | 252,084 | $15.7B | 8.81% | |
| 2 | AVGOBROADCOM INC | 34,130 | $15.2B | 8.50% | |
| 3 | MCHPMICROCHIP TECHNOLOGY INC. | 242,730 | $14.8B | 8.31% | |
| 4 | KLACKLA CORP | 46,365 | $14.0B | 7.87% | |
| 5 | STMSTMICROELECTRONICS N V | 434,800 | $13.5B | 7.54% | |
| 6 | MTSIMACOM TECH SOLUTIONS HLDGS I | 243,703 | $12.6B | 7.08% | |
| 7 | CALXCALIX INC | 172,000 | $10.5B | 5.90% | |
| 8 | SNPSSYNOPSYS INC | 34,000 | $10.4B | 5.82% | |
| 9 | NVDANVIDIA CORPORATION | 78,970 | $9.6B | 5.37% | |
| 10 | MRVLMARVELL TECHNOLOGY INC | 221,438 | $9.5B | 5.33% | |
| 11 | MPWRMONOLITHIC PWR SYS INC | 26,030 | $9.5B | 5.30% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 129,380 | $8.2B | 4.60% | |
| 13 | ASMLASML HOLDING N V | 17,503 | $7.4B | 4.17% | |
| 14 | AMATAPPLIED MATLS INC | 85,948 | $7.0B | 3.95% | |
| 15 | CIENCIENA CORP | 162,767 | $6.6B | 3.69% | |
| 16 | FNFABRINET | 64,065 | $6.1B | 3.43% | |
| 17 | SMTCSEMTECH CORP | 147,949 | $4.4B | 2.44% | |
| 18 | NXPINXP SEMICONDUCTORS N V | 23,021 | $3.4B | 1.90% |