Analog Century Management as of Sept. 30, 2023
Portfolio Holdings for Analog Century Management
Analog Century Management holds 20 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.7 | $33M | 75k | 434.99 | |
| ON Semiconductor (ON) | 8.4 | $31M | 337k | 92.95 | |
| Broadcom (AVGO) | 8.2 | $30M | 37k | 830.58 | |
| Advanced Micro Devices (AMD) | 7.9 | $30M | 287k | 102.82 | |
| Applied Materials (AMAT) | 7.5 | $28M | 202k | 138.45 | |
| Fabrinet SHS (FN) | 7.1 | $26M | 158k | 166.62 | |
| M/a (MTSI) | 6.3 | $23M | 286k | 81.58 | |
| Synopsys (SNPS) | 5.9 | $22M | 48k | 458.97 | |
| Super Micro Computer (SMCI) | 5.9 | $22M | 80k | 274.22 | |
| Stmicroelectronics N V Ny Registry (STM) | 5.0 | $19M | 432k | 43.16 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.8 | $18M | 206k | 86.90 | |
| Calix (CALX) | 3.8 | $14M | 312k | 45.84 | |
| Monolithic Power Systems (MPWR) | 3.8 | $14M | 30k | 462.00 | |
| Ciena Corp Com New (CIEN) | 3.7 | $14M | 290k | 47.26 | |
| Kla Corp Com New (KLAC) | 3.6 | $13M | 29k | 458.66 | |
| Microchip Technology (MCHP) | 3.3 | $12M | 156k | 78.05 | |
| Allegro Microsystems Ord (ALGM) | 2.0 | $7.5M | 234k | 31.94 | |
| Pure Storage Cl A (PSTG) | 1.9 | $7.0M | 195k | 35.62 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.3 | $5.0M | 11k | 439.82 | |
| Apple (AAPL) | 1.1 | $4.1M | 24k | 171.21 |
