Analog Century Management as of Dec. 31, 2021
Portfolio Holdings for Analog Century Management
Analog Century Management holds 20 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 7.2 | $27M | 303k | 87.49 | |
| Advanced Micro Devices (AMD) | 7.0 | $26M | 180k | 143.90 | |
| Applied Materials (AMAT) | 7.0 | $26M | 163k | 157.36 | |
| Calix (CALX) | 6.8 | $25M | 312k | 79.97 | |
| ON Semiconductor (ON) | 6.6 | $24M | 356k | 67.92 | |
| Broadcom (AVGO) | 6.5 | $24M | 36k | 665.40 | |
| Stmicroelectronics N V Ny Registry (STM) | 6.2 | $23M | 468k | 48.88 | |
| NVIDIA Corporation (NVDA) | 6.0 | $22M | 75k | 294.11 | |
| Microchip Technology (MCHP) | 5.7 | $21M | 239k | 87.06 | |
| M/a (MTSI) | 5.4 | $20M | 256k | 78.30 | |
| Kla Corp Com New (KLAC) | 5.0 | $18M | 43k | 430.11 | |
| Nxp Semiconductors N V (NXPI) | 4.7 | $17M | 76k | 227.79 | |
| Micron Technology (MU) | 4.5 | $16M | 176k | 93.15 | |
| Teradyne (TER) | 4.2 | $15M | 94k | 163.53 | |
| Ciena Corp Com New (CIEN) | 4.0 | $15M | 190k | 76.97 | |
| Vicor Corporation (VICR) | 3.3 | $12M | 96k | 126.98 | |
| Semtech Corporation (SMTC) | 3.1 | $11M | 127k | 88.93 | |
| Monolithic Power Systems (MPWR) | 2.9 | $11M | 22k | 493.33 | |
| Fabrinet SHS (FN) | 2.2 | $7.9M | 67k | 118.46 | |
| Amkor Technology (AMKR) | 1.7 | $6.3M | 255k | 24.79 |
