Analog Century Management LP Q4 2022 Filing
Filed February 6, 2023
Portfolio Value
$230.2T
Holdings
20
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 33,880 | $18.9M | 0.00% | |
| 2 | KLACKLA CORP | 39,215 | $14.8M | 0.00% | |
| 3 | SNPSSYNOPSYS INC | 43,510 | $13.9M | 0.00% | |
| 4 | FNFABRINET | 107,255 | $13.8M | 0.00% | |
| 5 | MTSIMACOM TECH SOLUTIONS HLDGS I | 217,383 | $13.7M | 0.00% | |
| 6 | AMATAPPLIED MATLS INC | 137,780 | $13.4M | 0.00% | |
| 7 | MCHPMICROCHIP TECHNOLOGY INC. | 186,300 | $13.1M | 0.00% | |
| 8 | STMSTMICROELECTRONICS N V | 364,374 | $13.0M | 0.00% | |
| 9 | ASMLASML HOLDING N V | 24,003 | $12.9M | 0.00% | |
| 10 | ONON SEMICONDUCTOR CORP | 204,811 | $12.8M | 0.00% | |
| 11 | CALXCALIX INC | 184,858 | $12.6M | 0.00% | |
| 12 | CIENCIENA CORP | 241,837 | $12.3M | 0.00% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 155,850 | $11.6M | 0.00% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 160,036 | $10.4M | 0.00% | |
| 15 | MPWRMONOLITHIC PWR SYS INC | 25,800 | $9.1M | 0.00% | |
| 16 | NVDANVIDIA CORPORATION | 59,666 | $8.7M | 0.00% | |
| 17 | NXPINXP SEMICONDUCTORS N V | 53,132 | $8.4M | 0.00% | |
| 18 | SMCIUSDSUPER MICRO COMPUTER INC | 94,110 | $7.7M | 0.00% | |
| 19 | MRVLMARVELL TECHNOLOGY INC | 201,964 | $7.5M | 0.00% | |
| 20 | AAPLAPPLE ORD | 11,630 | $1.5M | 0.00% |