Analog Century Management LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.5B
Holdings
23
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MPWRMONOLITHIC PWR SYS INC | 103,840 | $96.0T | 6526209.17% | |
| 2 | NVDANVIDIA CORPORATION | 771,871 | $93.7T | 6372295.04% | |
| 3 | MRVLMARVELL TECHNOLOGY INC | 1,236,076 | $89.1T | 6060246.45% | |
| 4 | AMDADVANCED MICRO DEVICES INC | 523,155 | $85.8T | 5835464.34% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 493,428 | $85.7T | 5825564.16% | |
| 6 | APHAMPHENOL CORP NEW | 1,274,628 | $83.1T | 5646169.63% | |
| 7 | ONON SEMICONDUCTOR CORP | 1,067,742 | $77.5T | 5270504.14% | |
| 8 | AVGOBROADCOM INC | 438,691 | $75.7T | 5144429.51% | |
| 9 | SNPSSYNOPSYS INC | 146,061 | $74.0T | 5028156.49% | |
| 10 | AMATAPPLIED MATLS INC | 312,545 | $63.1T | 4292999.15% | |
| 11 | KLACKLA CORP | 79,785 | $61.8T | 4200312.44% | |
| 12 | CLSCELESTICA INC | 1,204,226 | $61.6T | 4184930.38% | |
| 13 | FNFABRINET | 255,979 | $60.5T | 4114477.43% | |
| 14 | MTSIMACOM TECH SOLUTIONS HLDGS I | 534,320 | $59.4T | 4041381.77% | |
| 15 | ARWARROW ELECTRS INC | 398,323 | $52.9T | 3596838.60% | |
| 16 | ANETEURARISTA NETWORKS INC | 134,151 | $51.5T | 3500345.48% | |
| 17 | ALABASTERA LABS INC | 906,377 | $47.5T | 3228097.69% | |
| 18 | STSENSATA TECHNOLOGIES HLDG PL | 1,306,002 | $46.8T | 3183783.47% | |
| 19 | CIENCIENA CORP | 756,032 | $46.6T | 3165481.48% | |
| 20 | STMSTMICROELECTRONICS N V | 1,447,597 | $43.0T | 2925714.74% | |
| 21 | ALGMALLEGRO MICROSYSTEMS INC | 1,709,448 | $39.8T | 2707704.12% | |
| 22 | TSEMTOWER SEMICONDUCTOR LTD | 880,137 | $39.0T | 2648201.86% | |
| 23 | AXONAXON ENTERPRISE INC | 92,057 | $36.8T | 2500758.13% |