Analog Century Management as of June 30, 2021
Portfolio Holdings for Analog Century Management
Analog Century Management holds 20 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 8.3 | $21M | 145k | 142.40 | |
| Micron Technology (MU) | 8.1 | $20M | 237k | 84.98 | |
| Marvell Technology (MRVL) | 7.0 | $18M | 299k | 58.33 | |
| M/a (MTSI) | 7.0 | $17M | 271k | 64.08 | |
| Microchip Technology (MCHP) | 6.3 | $16M | 105k | 149.74 | |
| Broadcom (AVGO) | 6.3 | $16M | 33k | 476.83 | |
| Advanced Micro Devices (AMD) | 6.0 | $15M | 158k | 93.93 | |
| Stmicroelectronics Ny Registry (STM) | 6.0 | $15M | 408k | 36.38 | |
| NVIDIA Corporation (NVDA) | 6.0 | $15M | 19k | 800.11 | |
| Nxp Semiconductors N V (NXPI) | 5.6 | $14M | 67k | 205.72 | |
| Calix (CALX) | 5.3 | $13M | 279k | 47.50 | |
| Kla Ord Com New (KLAC) | 4.4 | $11M | 34k | 324.20 | |
| Analog Devices (ADI) | 3.8 | $9.4M | 55k | 172.16 | |
| Vicor Corporation (VICR) | 3.4 | $8.5M | 81k | 105.74 | |
| ON Semiconductor (ON) | 3.2 | $8.1M | 211k | 38.28 | |
| Fabrinet Ord SHS (FN) | 3.2 | $7.9M | 83k | 95.87 | |
| Monolithic Power Systems (MPWR) | 2.8 | $7.1M | 19k | 373.47 | |
| Amkor Technology (AMKR) | 2.8 | $6.9M | 292k | 23.67 | |
| Ciena Ord Com New (CIEN) | 2.5 | $6.3M | 111k | 56.89 | |
| Diodes Incorporated (DIOD) | 2.1 | $5.2M | 66k | 79.78 |
