Analog Century Management as of Sept. 30, 2022
Portfolio Holdings for Analog Century Management
Analog Century Management holds 18 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ON Semiconductor (ON) | 8.8 | $16M | 252k | 62.33 | |
| Broadcom (AVGO) | 8.5 | $15M | 34k | 444.01 | |
| Microchip Technology (MCHP) | 8.3 | $15M | 243k | 61.03 | |
| Kla Corp Com New (KLAC) | 7.9 | $14M | 46k | 302.62 | |
| Stmicroelectronics N V Ny Registry (STM) | 7.5 | $14M | 435k | 30.94 | |
| M/a (MTSI) | 7.1 | $13M | 244k | 51.79 | |
| Calix (CALX) | 5.9 | $11M | 172k | 61.14 | |
| Synopsys (SNPS) | 5.8 | $10M | 34k | 305.50 | |
| NVIDIA Corporation (NVDA) | 5.4 | $9.6M | 79k | 121.39 | |
| Marvell Technology (MRVL) | 5.3 | $9.5M | 221k | 42.91 | |
| Monolithic Power Systems (MPWR) | 5.3 | $9.5M | 26k | 363.39 | |
| Advanced Micro Devices (AMD) | 4.6 | $8.2M | 129k | 63.36 | |
| Asml Holding N V Ny Registry Shs (ASML) | 4.2 | $7.4M | 18k | 424.96 | |
| Applied Materials (AMAT) | 3.9 | $7.0M | 86k | 81.93 | |
| Ciena Corp Com New (CIEN) | 3.7 | $6.6M | 163k | 40.43 | |
| Fabrinet SHS (FN) | 3.4 | $6.1M | 64k | 95.45 | |
| Semtech Corporation (SMTC) | 2.4 | $4.4M | 148k | 29.41 | |
| Nxp Semiconductors N V (NXPI) | 1.9 | $3.4M | 23k | 147.52 |
