Analog Century Management LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$367.2B
Holdings
20
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRVLMARVELL TECHNOLOGY INC | 302,658 | $26.5B | 7.21% | |
| 2 | AMDADVANCED MICRO DEVICES INC | 179,680 | $25.9B | 7.04% | |
| 3 | AMATAPPLIED MATLS INC | 162,848 | $25.6B | 6.98% | |
| 4 | CALXCALIX INC | 311,467 | $24.9B | 6.78% | |
| 5 | ONON SEMICONDUCTOR CORP | 356,284 | $24.2B | 6.59% | |
| 6 | AVGOBROADCOM INC | 35,950 | $23.9B | 6.52% | |
| 7 | STMSTMICROELECTRONICS N V | 468,400 | $22.9B | 6.24% | |
| 8 | NVDANVIDIA CORPORATION | 74,670 | $22.0B | 5.98% | |
| 9 | MCHPMICROCHIP TECHNOLOGY INC. | 239,330 | $20.8B | 5.67% | |
| 10 | MTSIMACOM TECH SOLUTIONS HLDGS I | 255,453 | $20.0B | 5.45% | |
| 11 | KLACKLA CORP | 42,715 | $18.4B | 5.00% | |
| 12 | NXPINXP SEMICONDUCTORS N V | 76,225 | $17.4B | 4.73% | |
| 13 | MUMICRON TECHNOLOGY INC | 175,700 | $16.4B | 4.46% | |
| 14 | TERTERADYNE INC | 93,600 | $15.3B | 4.17% | |
| 15 | CIENCIENA CORP | 190,167 | $14.6B | 3.99% | |
| 16 | VICRVICOR CORP | 96,274 | $12.2B | 3.33% | |
| 17 | SMTCSEMTECH CORP | 127,000 | $11.3B | 3.08% | |
| 18 | MPWRMONOLITHIC PWR SYS INC | 21,600 | $10.7B | 2.90% | |
| 19 | FNFABRINET | 66,965 | $7.9B | 2.16% | |
| 20 | AMKRAMKOR TECHNOLOGY INC | 255,306 | $6.3B | 1.72% |