Analog Century Management as of June 30, 2023
Portfolio Holdings for Analog Century Management
Analog Century Management holds 20 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ON Semiconductor (ON) | 8.7 | $31M | 332k | 94.58 | |
| NVIDIA Corporation (NVDA) | 8.7 | $31M | 74k | 423.02 | |
| Broadcom (AVGO) | 8.7 | $31M | 36k | 867.43 | |
| Advanced Micro Devices (AMD) | 7.6 | $28M | 241k | 113.91 | |
| Applied Materials (AMAT) | 7.1 | $25M | 176k | 144.54 | |
| Fabrinet SHS (FN) | 6.1 | $22M | 168k | 129.88 | |
| Super Micro Computer (SMCI) | 5.8 | $21M | 84k | 249.25 | |
| Monolithic Power Systems (MPWR) | 5.6 | $20M | 37k | 540.23 | |
| Stmicroelectronics N V Ny Registry (STM) | 5.4 | $20M | 391k | 49.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.3 | $19M | 191k | 100.92 | |
| Synopsys (SNPS) | 5.1 | $18M | 42k | 435.41 | |
| M/a (MTSI) | 4.9 | $18M | 268k | 65.53 | |
| Calix (CALX) | 4.6 | $17M | 333k | 49.91 | |
| Microchip Technology (MCHP) | 4.5 | $16M | 182k | 89.59 | |
| Kla Corp Com New (KLAC) | 3.2 | $12M | 24k | 485.02 | |
| Ciena Corp Com New (CIEN) | 2.5 | $8.8M | 208k | 42.49 | |
| Pure Storage Inc - Class A (PSTG) | 2.1 | $7.5M | 204k | 36.82 | |
| Allegro Microsystems Ord (ALGM) | 1.9 | $6.9M | 153k | 45.14 | |
| Apple (AAPL) | 1.3 | $4.7M | 24k | 193.97 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.0 | $3.5M | 9.6k | 367.37 |
