Analog Century Management LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$432.5T
Holdings
23
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 209,006 | $30.8M | 0.00% | |
| 2 | NVDANVIDIA CORPORATION | 60,871 | $30.1M | 0.00% | |
| 3 | AMATAPPLIED MATLS INC | 179,472 | $29.1M | 0.00% | |
| 4 | MTSIMACOM TECH SOLUTIONS HLDGS I | 283,835 | $26.4M | 0.00% | |
| 5 | ONON SEMICONDUCTOR CORP | 309,938 | $25.9M | 0.00% | |
| 6 | AVGOBROADCOM INC | 22,998 | $25.7M | 0.00% | |
| 7 | STMSTMICROELECTRONICS N V | 511,565 | $25.6M | 0.00% | |
| 8 | FNFABRINET | 127,011 | $24.2M | 0.00% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 232,424 | $24.2M | 0.00% | |
| 10 | MPWRMONOLITHIC PWR SYS INC | 34,693 | $21.9M | 0.00% | |
| 11 | KLACKLA CORP | 36,096 | $21.0M | 0.00% | |
| 12 | SNPSSYNOPSYS INC | 39,904 | $20.5M | 0.00% | |
| 13 | SMCIUSDSUPER MICRO COMPUTER INC | 68,889 | $19.6M | 0.00% | |
| 14 | CIENCIENA CORP | 405,246 | $18.2M | 0.00% | |
| 15 | TSEMTOWER SEMICONDUCTOR LTD | 447,034 | $13.6M | 0.00% | |
| 16 | ANETEURARISTA NETWORKS INC | 53,188 | $12.5M | 0.00% | |
| 17 | ALGMALLEGRO MICROSYSTEMS INC | 408,127 | $12.4M | 0.00% | |
| 18 | CALXCALIX INC | 277,536 | $12.1M | 0.00% | |
| 19 | PSTGPURE STORAGE INC | 304,166 | $10.8M | 0.00% | |
| 20 | HLITHARMONIC INC | 727,617 | $9.5M | 0.00% | |
| 21 | STSENSATA TECHNOLOGIES HLDG PL | 208,747 | $7.8M | 0.00% | |
| 22 | MCHPMICROCHIP TECHNOLOGY INC. | 79,443 | $7.2M | 0.00% | |
| 23 | CHTRCHARTER COMMUNICATIONS INC N | 8,445 | $3.3M | 0.00% |