Analog Century Management as of Sept. 30, 2021
Portfolio Holdings for Analog Century Management
Analog Century Management holds 21 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 7.3 | $21M | 164k | 128.73 | |
| Marvell Technology (MRVL) | 6.7 | $20M | 323k | 60.31 | |
| ON Semiconductor (ON) | 6.7 | $19M | 423k | 45.77 | |
| Stmicroelectronics N V Ny Registry (STM) | 6.6 | $19M | 436k | 43.63 | |
| Advanced Micro Devices (AMD) | 6.5 | $19M | 183k | 102.90 | |
| Calix (CALX) | 6.1 | $18M | 359k | 49.43 | |
| Microchip Technology (MCHP) | 6.0 | $17M | 113k | 153.49 | |
| M/a (MTSI) | 5.8 | $17M | 257k | 64.87 | |
| Broadcom (AVGO) | 5.7 | $17M | 34k | 484.94 | |
| NVIDIA Corporation (NVDA) | 5.4 | $16M | 75k | 207.16 | |
| Nxp Semiconductors N V (NXPI) | 5.0 | $15M | 74k | 195.86 | |
| Kla Corp Com New (KLAC) | 4.5 | $13M | 39k | 334.51 | |
| Analog Devices (ADI) | 4.3 | $12M | 74k | 167.48 | |
| Ciena Corp Com New (CIEN) | 3.6 | $10M | 202k | 51.35 | |
| Vicor Corporation (VICR) | 3.5 | $10M | 76k | 134.17 | |
| Monolithic Power Systems (MPWR) | 3.4 | $9.8M | 20k | 484.68 | |
| Fabrinet SHS (FN) | 2.9 | $8.5M | 83k | 102.50 | |
| Micron Technology (MU) | 2.7 | $7.9M | 112k | 70.98 | |
| Amkor Technology (AMKR) | 2.7 | $7.7M | 311k | 24.95 | |
| Semtech Corporation (SMTC) | 2.5 | $7.1M | 91k | 77.96 | |
| Diodes Incorporated (DIOD) | 1.9 | $5.6M | 62k | 90.59 |
