Analog Century Management as of Dec. 31, 2020
Portfolio Holdings for Analog Century Management
Analog Century Management holds 23 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 7.0 | $12M | 154k | 75.18 | |
| Broadcom (AVGO) | 6.4 | $11M | 24k | 437.84 | |
| Microchip Technology (MCHP) | 6.3 | $11M | 76k | 138.11 | |
| Marvell Technology Group Ord Ord | 6.3 | $10M | 219k | 47.54 | |
| Applied Materials (AMAT) | 5.9 | $9.8M | 114k | 86.30 | |
| Lumentum Hldgs (LITE) | 5.5 | $9.1M | 96k | 94.80 | |
| M/a (MTSI) | 5.4 | $9.0M | 164k | 55.04 | |
| NVIDIA Corporation (NVDA) | 5.4 | $9.0M | 17k | 522.20 | |
| Qualcomm (QCOM) | 5.0 | $8.2M | 54k | 152.33 | |
| Advanced Micro Devices (AMD) | 4.8 | $8.0M | 87k | 91.71 | |
| Kla Ord Com New (KLAC) | 4.3 | $7.0M | 27k | 258.90 | |
| Analog Devices (ADI) | 4.2 | $6.9M | 47k | 147.73 | |
| Amkor Technology (AMKR) | 3.5 | $5.8M | 385k | 15.08 | |
| Vicor Corporation (VICR) | 3.3 | $5.4M | 59k | 92.23 | |
| Infinera (INFN) | 3.2 | $5.3M | 510k | 10.48 | |
| ON Semiconductor (ON) | 3.2 | $5.3M | 162k | 32.73 | |
| Keysight Technologies (KEYS) | 3.2 | $5.3M | 40k | 132.08 | |
| Nxp Semiconductors N V (NXPI) | 3.2 | $5.2M | 33k | 159.00 | |
| Ciena Ord Com New (CIEN) | 3.1 | $5.1M | 97k | 52.85 | |
| Diodes Incorporated (DIOD) | 2.9 | $4.9M | 69k | 70.49 | |
| Stmicroelectronics Ny Registry (STM) | 2.8 | $4.7M | 127k | 37.12 | |
| Fabrinet Ord SHS (FN) | 2.8 | $4.6M | 59k | 77.60 | |
| Viavi Solutions Inc equities (VIAV) | 2.4 | $4.1M | 271k | 14.98 |
