Analog Century Management LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$373.1T
Holdings
20
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 74,988 | $32.6M | 0.00% | |
| 2 | ONON SEMICONDUCTOR CORP | 337,294 | $31.4M | 0.00% | |
| 3 | AVGOBROADCOM INC | 36,611 | $30.4M | 0.00% | |
| 4 | AMDADVANCED MICRO DEVICES INC | 286,843 | $29.5M | 0.00% | |
| 5 | AMATAPPLIED MATLS INC | 201,601 | $27.9M | 0.00% | |
| 6 | FNFABRINET | 158,434 | $26.4M | 0.00% | |
| 7 | MTSIMACOM TECH SOLUTIONS HLDGS I | 286,212 | $23.3M | 0.00% | |
| 8 | SNPSSYNOPSYS INC | 48,311 | $22.2M | 0.00% | |
| 9 | SMCIUSDSUPER MICRO COMPUTER INC | 79,673 | $21.8M | 0.00% | |
| 10 | STMSTMICROELECTRONICS N V | 431,907 | $18.6M | 0.00% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 205,871 | $17.9M | 0.00% | |
| 12 | CALXCALIX INC | 311,948 | $14.3M | 0.00% | |
| 13 | MPWRMONOLITHIC PWR SYS INC | 30,351 | $14.0M | 0.00% | |
| 14 | CIENCIENA CORP | 289,643 | $13.7M | 0.00% | |
| 15 | KLACKLA CORP | 28,997 | $13.3M | 0.00% | |
| 16 | MCHPMICROCHIP TECHNOLOGY INC. | 155,587 | $12.1M | 0.00% | |
| 17 | ALGMALLEGRO MICROSYSTEMS INC | 233,668 | $7.5M | 0.00% | |
| 18 | PSTGPURE STORAGE INC | 195,359 | $7.0M | 0.00% | |
| 19 | CHTRCHARTER COMMUNICATIONS INC N | 11,363 | $5.0M | 0.00% | |
| 20 | AAPLAPPLE INC | 24,072 | $4.1M | 0.00% |