Analog Century Management as of Dec. 31, 2023
Portfolio Holdings for Analog Century Management
Analog Century Management holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 7.1 | $31M | 209k | 147.41 | |
| Nvidia Corporation Sponsored Ads (NVDA) | 7.0 | $30M | 61k | 495.22 | |
| Applied Materials (AMAT) | 6.7 | $29M | 180k | 162.07 | |
| M/a (MTSI) | 6.1 | $26M | 284k | 92.95 | |
| ON Semiconductor (ON) | 6.0 | $26M | 310k | 83.53 | |
| Broadcom (AVGO) | 5.9 | $26M | 23k | 1116.25 | |
| Stmicroelectronics N V Ny Registry (STM) | 5.9 | $26M | 512k | 50.13 | |
| Fabrinet SHS (FN) | 5.6 | $24M | 127k | 190.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.6 | $24M | 232k | 104.00 | |
| Monolithic Power Systems (MPWR) | 5.1 | $22M | 35k | 630.78 | |
| Kla Corp Com New (KLAC) | 4.9 | $21M | 36k | 581.30 | |
| Synopsys (SNPS) | 4.8 | $21M | 40k | 514.91 | |
| Super Micro Computer (SMCI) | 4.5 | $20M | 69k | 284.26 | |
| Ciena Corp Com New (CIEN) | 4.2 | $18M | 405k | 45.01 | |
| Tower Semiconductor Shs New (TSEM) | 3.2 | $14M | 447k | 30.52 | |
| Arista Networks (ANET) | 2.9 | $13M | 53k | 235.51 | |
| Allegro Microsystems Ord (ALGM) | 2.9 | $12M | 408k | 30.27 | |
| Calix (CALX) | 2.8 | $12M | 278k | 43.69 | |
| Pure Storage Cl A (PSTG) | 2.5 | $11M | 304k | 35.66 | |
| Harmonic (HLIT) | 2.2 | $9.5M | 728k | 13.04 | |
| Sensata Technologies Hldg Pl SHS (ST) | 1.8 | $7.8M | 209k | 37.57 | |
| Microchip Technology (MCHP) | 1.7 | $7.2M | 79k | 90.18 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.8 | $3.3M | 8.4k | 388.68 |
