Analog Century Management as of June 30, 2024
Portfolio Holdings for Analog Century Management
Analog Century Management holds 23 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nvidia Corporation Sponsored Ads (NVDA) | 7.0 | $71M | 572k | 123.54 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.8 | $69M | 395k | 173.81 | |
| Monolithic Power Systems (MPWR) | 6.6 | $67M | 81k | 821.68 | |
| Applied Materials (AMAT) | 5.8 | $59M | 249k | 235.99 | |
| Broadcom (AVGO) | 5.8 | $59M | 37k | 1605.53 | |
| Marvell Technology (MRVL) | 5.6 | $57M | 816k | 69.90 | |
| Synopsys (SNPS) | 5.5 | $55M | 93k | 595.06 | |
| Advanced Micro Devices (AMD) | 5.5 | $55M | 340k | 162.21 | |
| Kla Corp Com New (KLAC) | 5.0 | $51M | 61k | 824.51 | |
| ON Semiconductor (ON) | 4.9 | $49M | 718k | 68.55 | |
| M/a (MTSI) | 4.8 | $48M | 433k | 111.47 | |
| Celestica (CLS) | 4.7 | $47M | 823k | 57.33 | |
| Stmicroelectronics N V Ny Registry (STM) | 4.6 | $47M | 1.2M | 39.28 | |
| Fabrinet SHS (FN) | 3.9 | $40M | 162k | 244.79 | |
| Pure Storage Cl A (PSTG) | 3.3 | $33M | 521k | 64.21 | |
| Arista Networks (ANET) | 3.1 | $31M | 90k | 350.48 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.9 | $30M | 796k | 37.39 | |
| Arrow Electronics (ARW) | 2.7 | $28M | 228k | 120.76 | |
| Allegro Microsystems Ord (ALGM) | 2.7 | $27M | 948k | 28.24 | |
| Super Micro Computer | 2.6 | $27M | 33k | 819.35 | |
| Tower Semiconductor Shs New (TSEM) | 2.4 | $24M | 616k | 39.31 | |
| Mobileye Global Common Class A (MBLY) | 2.1 | $21M | 745k | 28.09 | |
| Calix (CALX) | 1.6 | $16M | 449k | 35.43 |
