Analog Century Management as of March 31, 2022
Portfolio Holdings for Analog Century Management
Analog Century Management holds 19 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 8.2 | $24M | 38k | 629.68 | |
| Advanced Micro Devices (AMD) | 8.1 | $24M | 218k | 109.34 | |
| Marvell Technology (MRVL) | 7.3 | $21M | 299k | 71.71 | |
| Applied Materials (AMAT) | 7.2 | $21M | 162k | 131.80 | |
| Microchip Technology (MCHP) | 6.8 | $20M | 268k | 75.14 | |
| ON Semiconductor (ON) | 6.7 | $20M | 316k | 62.61 | |
| Kla Corp Com New (KLAC) | 6.5 | $19M | 52k | 366.06 | |
| NVIDIA Corporation (NVDA) | 6.2 | $18M | 67k | 272.87 | |
| M/a (MTSI) | 5.5 | $16M | 269k | 59.87 | |
| Stmicroelectronics N V Ny Registry (STM) | 5.3 | $16M | 363k | 43.22 | |
| Ciena Corp Com New (CIEN) | 4.7 | $14M | 229k | 60.63 | |
| Semtech Corporation (SMTC) | 4.6 | $14M | 197k | 69.34 | |
| Monolithic Power Systems (MPWR) | 4.4 | $13M | 27k | 485.70 | |
| Teradyne (TER) | 3.8 | $11M | 94k | 118.23 | |
| Calix (CALX) | 3.5 | $10M | 240k | 42.91 | |
| Nxp Semiconductors N V (NXPI) | 3.1 | $9.0M | 49k | 185.07 | |
| Asml Holding N V Ny Registry Shs (ASML) | 3.0 | $8.9M | 13k | 675.02 | |
| Fabrinet SHS (FN) | 2.5 | $7.5M | 71k | 105.14 | |
| Micron Technology (MU) | 2.4 | $7.1M | 91k | 77.88 |
