Analog Century Management as of March 31, 2024
Portfolio Holdings for Analog Century Management
Analog Century Management holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nvidia Corporation Sponsored Ads (NVDA) | 7.4 | $53M | 59k | 903.56 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.9 | $42M | 310k | 136.05 | |
| Applied Materials (AMAT) | 5.7 | $41M | 198k | 206.23 | |
| Synopsys (SNPS) | 5.5 | $39M | 69k | 571.50 | |
| ON Semiconductor (ON) | 5.4 | $38M | 523k | 73.55 | |
| Broadcom (AVGO) | 5.3 | $38M | 28k | 1325.41 | |
| Stmicroelectronics N V Ny Registry (STM) | 5.2 | $37M | 865k | 43.24 | |
| Monolithic Power Systems (MPWR) | 5.2 | $37M | 55k | 677.42 | |
| Advanced Micro Devices (AMD) | 5.0 | $36M | 198k | 180.49 | |
| Marvell Technology (MRVL) | 4.8 | $35M | 489k | 70.88 | |
| M/a (MTSI) | 4.7 | $34M | 354k | 95.64 | |
| Kla Corp Com New (KLAC) | 4.2 | $30M | 43k | 698.57 | |
| Fabrinet SHS (FN) | 4.2 | $30M | 158k | 189.02 | |
| Super Micro Computer | 3.9 | $28M | 28k | 1010.03 | |
| Allegro Microsystems Ord (ALGM) | 3.5 | $25M | 928k | 26.96 | |
| Pure Storage Cl A (PSTG) | 3.2 | $23M | 447k | 51.99 | |
| Arista Networks (ANET) | 3.2 | $23M | 79k | 289.98 | |
| Mobileye Global Common Class A (MBLY) | 3.1 | $22M | 684k | 32.15 | |
| Tower Semiconductor Shs New (TSEM) | 3.1 | $22M | 657k | 33.45 | |
| Ciena Corp Com New (CIEN) | 2.6 | $19M | 382k | 49.45 | |
| Harmonic (HLIT) | 2.6 | $19M | 1.4M | 13.44 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.5 | $18M | 481k | 36.74 | |
| Calix (CALX) | 2.3 | $17M | 506k | 33.16 | |
| Arrow Electronics (ARW) | 1.6 | $11M | 88k | 129.46 |
