Analog Century Management as of March 31, 2023
Portfolio Holdings for Analog Century Management
Analog Century Management holds 20 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.5 | $32M | 113k | 277.77 | |
| Broadcom (AVGO) | 9.3 | $31M | 48k | 641.54 | |
| Advanced Micro Devices (AMD) | 8.7 | $29M | 291k | 98.01 | |
| ON Semiconductor (ON) | 8.3 | $28M | 334k | 82.32 | |
| Applied Materials (AMAT) | 7.1 | $24M | 191k | 122.83 | |
| M/a (MTSI) | 6.1 | $20M | 282k | 70.84 | |
| Stmicroelectronics N V Ny Registry (STM) | 5.8 | $19M | 358k | 53.49 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.8 | $19M | 204k | 93.02 | |
| Monolithic Power Systems (MPWR) | 5.7 | $19M | 38k | 500.54 | |
| Synopsys (SNPS) | 5.6 | $19M | 48k | 386.25 | |
| Super Micro Computer (SMCI) | 5.2 | $17M | 161k | 106.55 | |
| Microchip Technology (MCHP) | 5.0 | $16M | 196k | 83.78 | |
| Fabrinet SHS (FN) | 3.7 | $12M | 103k | 118.76 | |
| Ciena Corp Com New (CIEN) | 3.6 | $12M | 226k | 52.52 | |
| Kla Corp Com New (KLAC) | 3.3 | $11M | 27k | 399.17 | |
| Calix (CALX) | 2.9 | $9.5M | 177k | 53.59 | |
| Apple (AAPL) | 1.7 | $5.6M | 34k | 164.90 | |
| Pure Storage Cl A | 1.1 | $3.7M | 146k | 25.51 | |
| Charter Communicationsinc N Cl A (CHTR) | 1.1 | $3.6M | 10k | 357.61 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.6 | $2.0M | 30k | 65.52 |
