Analog Century Management as of March 31, 2021
Portfolio Holdings for Analog Century Management
Analog Century Management holds 22 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 8.9 | $22M | 163k | 133.60 | |
| Micron Technology (MU) | 8.4 | $21M | 234k | 88.21 | |
| Broadcom (AVGO) | 6.4 | $16M | 34k | 463.67 | |
| Microchip Technology (MCHP) | 6.3 | $15M | 99k | 155.22 | |
| Kla Ord Com New (KLAC) | 5.8 | $14M | 43k | 330.39 | |
| NVIDIA Corporation (NVDA) | 5.4 | $13M | 25k | 533.92 | |
| M/a (MTSI) | 5.2 | $13M | 221k | 58.02 | |
| Marvell Technology Group Ord Ord | 5.2 | $13M | 261k | 48.98 | |
| Nxp Semiconductors N V (NXPI) | 4.9 | $12M | 60k | 201.35 | |
| Asml Holding Ord N Y Registry Shs (ASML) | 4.7 | $12M | 19k | 606.28 | |
| Lumentum Hldgs (LITE) | 4.3 | $11M | 116k | 91.35 | |
| Fabrinet Ord SHS (FN) | 3.8 | $9.4M | 104k | 90.39 | |
| Advanced Micro Devices (AMD) | 3.8 | $9.3M | 118k | 78.50 | |
| ON Semiconductor (ON) | 3.7 | $9.1M | 220k | 41.61 | |
| Amkor Technology (AMKR) | 3.7 | $9.1M | 383k | 23.71 | |
| Stmicroelectronics Ny Registry (STM) | 3.4 | $8.4M | 219k | 38.33 | |
| Calix (CALX) | 3.3 | $8.1M | 233k | 34.66 | |
| Analog Devices (ADI) | 2.9 | $7.1M | 46k | 155.09 | |
| Vicor Corporation (VICR) | 2.8 | $6.9M | 82k | 85.03 | |
| Keysight Technologies (KEYS) | 2.5 | $6.2M | 43k | 143.41 | |
| Ciena Ord Com New (CIEN) | 2.4 | $6.0M | 110k | 54.72 | |
| Diodes Incorporated (DIOD) | 2.3 | $5.7M | 71k | 79.84 |
