Analog Century Management as of Dec. 31, 2022
Portfolio Holdings for Analog Century Management
Analog Century Management holds 20 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 8.2 | $19M | 34k | 559.13 | |
| Kla Corp Com New (KLAC) | 6.4 | $15M | 39k | 377.03 | |
| Synopsys (SNPS) | 6.0 | $14M | 44k | 319.29 | |
| Fabrinet SHS (FN) | 6.0 | $14M | 107k | 128.22 | |
| M/a (MTSI) | 5.9 | $14M | 217k | 62.98 | |
| Applied Materials (AMAT) | 5.8 | $13M | 138k | 97.38 | |
| Microchip Technology (MCHP) | 5.7 | $13M | 186k | 70.25 | |
| Stmicroelectronics N V Ny Registry (STM) | 5.6 | $13M | 364k | 35.57 | |
| Asml Holding N V Ny Registry Shs (ASML) | 5.6 | $13M | 24k | 539.34 | |
| ON Semiconductor (ON) | 5.6 | $13M | 205k | 62.37 | |
| Calix (CALX) | 5.5 | $13M | 185k | 68.43 | |
| Ciena Corp Com New (CIEN) | 5.4 | $12M | 242k | 50.98 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.0 | $12M | 156k | 74.49 | |
| Advanced Micro Devices (AMD) | 4.5 | $10M | 160k | 64.77 | |
| Monolithic Power Systems (MPWR) | 4.0 | $9.1M | 26k | 353.61 | |
| NVIDIA Corporation (NVDA) | 3.8 | $8.7M | 60k | 146.14 | |
| Nxp Semiconductors N V (NXPI) | 3.6 | $8.4M | 53k | 158.03 | |
| Super Micro Computer (SMCI) | 3.4 | $7.7M | 94k | 82.10 | |
| Marvell Technology (MRVL) | 3.3 | $7.5M | 202k | 37.04 | |
| Apple (AAPL) | 0.7 | $1.5M | 12k | 129.93 |
