Analog Century Management LP Q4 2020 Filing
Filed February 11, 2021
Portfolio Value
$165.8T
Holdings
23
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MUMICRON TECHNOLOGY ORD | 153,835 | $11.6T | 6.98% | |
| 2 | AVGOBROADCOM ORD | 24,050 | $10.5T | 6.35% | |
| 3 | MCHPMICROCHIP TECHNOLOGY ORD | 75,700 | $10.5T | 6.31% | |
| 4 | MRVLMARVELL TECHNOLOGY GROUP ORD | 218,900 | $10.4T | 6.28% | |
| 5 | AMATAPPLIED MATERIAL ORD | 113,798 | $9.8T | 5.92% | |
| 6 | LITELUMENTUM HOLDINGS ORD | 95,615 | $9.1T | 5.47% | |
| 7 | MTSIMACOM TECHNOLOGY SOLUTIONS ORD | 163,913 | $9.0T | 5.44% | |
| 8 | NVDANVIDIA ORD | 17,275 | $9.0T | 5.44% | |
| 9 | QCOMQUALCOMM ORD | 54,000 | $8.2T | 4.96% | |
| 10 | AMDADVANCED MICRO DEVICES ORD | 86,900 | $8.0T | 4.81% | |
| 11 | KLACKLA ORD | 27,215 | $7.0T | 4.25% | |
| 12 | ADIANALOG DEVICES ORD | 46,612 | $6.9T | 4.15% | |
| 13 | AMKRAMKOR TECHNOLOGY ORD | 384,900 | $5.8T | 3.50% | |
| 14 | VICRVICOR ORD | 58,573 | $5.4T | 3.26% | |
| 15 | INFNEURINFINERA ORD | 510,031 | $5.3T | 3.22% | |
| 16 | ONON SEMICONDUCTOR ORD | 162,334 | $5.3T | 3.21% | |
| 17 | KEYSKEYSIGHT TECHNOLOGIES ORD | 40,082 | $5.3T | 3.19% | |
| 18 | NXPINXP SEMICONDUCTORS ORD | 32,900 | $5.2T | 3.16% | |
| 19 | CIENCIENA ORD | 96,567 | $5.1T | 3.08% | |
| 20 | DIODDIODES ORD | 69,283 | $4.9T | 2.95% | |
| 21 | STMSTMICROELECTRONICS ADR | 126,800 | $4.7T | 2.84% | |
| 22 | FNFABRINET ORD | 59,436 | $4.6T | 2.78% | |
| 23 | VIAVVIAVI SOLUTIONS ORD | 270,700 | $4.1T | 2.45% |