Analog Century Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.5T
Holdings
23
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 783,001 | $105.1B | 7.03% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 506,863 | $100.1B | 6.69% | |
| 3 | AVGOBROADCOM INC | 417,426 | $96.8B | 6.47% | |
| 4 | APHAMPHENOL CORP NEW | 1,306,011 | $90.7B | 6.07% | |
| 5 | MRVLMARVELL TECHNOLOGY INC | 735,573 | $81.2B | 5.43% | |
| 6 | SNPSSYNOPSYS INC | 164,809 | $80.0B | 5.35% | |
| 7 | ONON SEMICONDUCTOR CORP | 1,116,581 | $70.4B | 4.71% | |
| 8 | ALABASTERA LABS INC | 530,558 | $70.3B | 4.70% | |
| 9 | FNFABRINET | 316,662 | $69.6B | 4.66% | |
| 10 | ANETARISTA NETWORKS INC | 602,304 | $66.6B | 4.45% | |
| 11 | KLACKLA CORP | 103,018 | $64.9B | 4.34% | |
| 12 | MTSIMACOM TECH SOLUTIONS HLDGS I | 462,361 | $60.1B | 4.02% | |
| 13 | AMATAPPLIED MATLS INC | 364,803 | $59.3B | 3.97% | |
| 14 | AXONAXON ENTERPRISE INC | 96,365 | $57.3B | 3.83% | |
| 15 | AMDADVANCED MICRO DEVICES INC | 446,847 | $54.0B | 3.61% | |
| 16 | CIENCIENA CORP | 632,802 | $53.7B | 3.59% | |
| 17 | MSIMOTOROLA SOLUTIONS INC | 115,090 | $53.2B | 3.56% | |
| 18 | GFSGLOBALFOUNDRIES INC | 1,172,167 | $50.3B | 3.36% | |
| 19 | ARWARROW ELECTRS INC | 411,610 | $46.6B | 3.11% | |
| 20 | ALGMALLEGRO MICROSYSTEMS INC | 2,001,438 | $43.8B | 2.93% | |
| 21 | RMBS*RAMBUS INC DEL | 825,288 | $43.6B | 2.92% | |
| 22 | TSEMTOWER SEMICONDUCTOR LTD | 793,439 | $40.9B | 2.73% | |
| 23 | STSENSATA TECHNOLOGIES HLDG PL | 1,353,206 | $37.1B | 2.48% |