Investor Details
| Filer Name: | ANALOG CENTURY MANAGEMENT LP |
|---|---|
| CIK: | 1753384 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 23 |
| Portfolio Value: | $1.50B |
Analog Century Management Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 783,001 | $105M | 7.03% | 1.4% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 506,863 | $100M | 6.69% | 2.7% | - |
| AVGO | US | BROADCOM INC | 417,426 | $97M | 6.47% | -4.8% | - |
| APH | US | AMPHENOL CORP-CL A | 1,306,011 | $91M | 6.07% | 2.5% | - |
| MRVL | US | MARVELL TECHNOLOGY INC | 735,573 | $81M | 5.43% | -40.5% | - |
| SNPS | US | SYNOPSYS INC | 164,809 | $80M | 5.35% | 12.8% | - |
| ON | US | ON SEMICONDUCTOR | 1,116,581 | $70M | 4.71% | 4.6% | - |
| ALAB | US | ASTERA LABS INC | 530,558 | $70M | 4.70% | -41.5% | - |
| FN | US | FABRINET | 316,662 | $70M | 4.66% | 23.7% | - |
| 040413205 | - | ARISTA NETWORKS INC | 602,304 | $67M | 4.45% | 100.0% | - |
| KLAC | US | KLA CORP | 103,018 | $65M | 4.34% | 29.1% | - |
| MTSI | US | MACOM TECHNOLOGY SOLUTIONS H | 462,361 | $60M | 4.02% | -13.5% | - |
| AMAT | US | APPLIED MATERIALS INC | 364,803 | $59M | 3.97% | 16.7% | - |
| AXON | US | AXON ENTERPRISE INC | 96,365 | $57M | 3.83% | 4.7% | - |
| AMD | US | ADVANCED MICRO DEVICES | 446,847 | $54M | 3.61% | -14.6% | - |
| CIEN | US | CIENA CORP | 632,802 | $54M | 3.59% | -16.3% | - |
| MSI | US | MOTOROLA SOLUTIONS INC | 115,090 | $53M | 3.56% | 100.0% | - |
| GFS | US | GLOBALFOUNDRIES INC | 1,172,167 | $50M | 3.36% | 100.0% | - |
| ARW | US | ARROW ELECTRONICS INC | 411,610 | $47M | 3.11% | 3.3% | - |
| ALGM | US | ALLEGRO MICROSYSTEMS INC | 2,001,438 | $44M | 2.93% | 17.1% | - |