Analog Century Management as of Sept. 30, 2024
Portfolio Holdings for Analog Century Management
Analog Century Management holds 23 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Monolithic Power Systems (MPWR) | 6.5 | $96M | 104k | 924.50 | |
| Nvidia Corporation Sponsored Ads (NVDA) | 6.4 | $94M | 772k | 121.44 | |
| Marvell Technology (MRVL) | 6.1 | $89M | 1.2M | 72.12 | |
| Advanced Micro Devices (AMD) | 5.8 | $86M | 523k | 164.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.8 | $86M | 493k | 173.67 | |
| Amphenol Corp Cl A (APH) | 5.6 | $83M | 1.3M | 65.16 | |
| ON Semiconductor (ON) | 5.3 | $78M | 1.1M | 72.61 | |
| Broadcom (AVGO) | 5.1 | $76M | 439k | 172.50 | |
| Synopsys (SNPS) | 5.0 | $74M | 146k | 506.39 | |
| Applied Materials (AMAT) | 4.3 | $63M | 313k | 202.05 | |
| Kla Corp Com New (KLAC) | 4.2 | $62M | 80k | 774.41 | |
| Celestica (CLS) | 4.2 | $62M | 1.2M | 51.12 | |
| Fabrinet SHS (FN) | 4.1 | $61M | 256k | 236.44 | |
| M/a (MTSI) | 4.0 | $59M | 534k | 111.26 | |
| Arrow Electronics (ARW) | 3.6 | $53M | 398k | 132.83 | |
| Arista Networks | 3.5 | $52M | 134k | 383.82 | |
| Astera Labs (ALAB) | 3.2 | $48M | 906k | 52.39 | |
| Sensata Technologies Hldg Pl SHS (ST) | 3.2 | $47M | 1.3M | 35.86 | |
| Ciena Corp Com New (CIEN) | 3.2 | $47M | 756k | 61.59 | |
| Stmicroelectronics N V Ny Registry (STM) | 2.9 | $43M | 1.4M | 29.73 | |
| Allegro Microsystems Ord (ALGM) | 2.7 | $40M | 1.7M | 23.30 | |
| Tower Semiconductor Shs New (TSEM) | 2.6 | $39M | 880k | 44.26 | |
| Axon Enterprise (AXON) | 2.5 | $37M | 92k | 399.60 |
