Analog Century Management as of June 30, 2022
Portfolio Holdings for Analog Century Management
Analog Century Management holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 9.6 | $18M | 37k | 485.82 | |
| Kla Corp Com New (KLAC) | 9.3 | $17M | 53k | 319.07 | |
| Microchip Technology (MCHP) | 8.7 | $16M | 275k | 58.08 | |
| ON Semiconductor (ON) | 7.4 | $14M | 272k | 50.31 | |
| M/a (MTSI) | 7.2 | $13M | 289k | 46.10 | |
| Applied Materials (AMAT) | 7.2 | $13M | 145k | 90.98 | |
| Semtech Corporation (SMTC) | 7.1 | $13M | 238k | 54.97 | |
| Marvell Technology (MRVL) | 6.7 | $12M | 285k | 43.53 | |
| Stmicroelectronics N V Ny Registry (STM) | 6.5 | $12M | 382k | 31.47 | |
| Advanced Micro Devices (AMD) | 5.3 | $9.8M | 128k | 76.47 | |
| Monolithic Power Systems (MPWR) | 5.2 | $9.5M | 25k | 384.04 | |
| Ciena Corp Com New (CIEN) | 5.1 | $9.4M | 206k | 45.70 | |
| NVIDIA Corporation (NVDA) | 4.0 | $7.3M | 48k | 151.59 | |
| Nxp Semiconductors N V (NXPI) | 3.9 | $7.2M | 49k | 148.03 | |
| Fabrinet SHS (FN) | 3.4 | $6.2M | 76k | 81.10 | |
| Asml Holding N V Ny Registry Shs (ASML) | 2.5 | $4.7M | 9.8k | 477.71 | |
| Teradyne (TER) | 0.9 | $1.6M | 18k | 89.55 |
