Analog Century Management as of Dec. 31, 2024
Portfolio Holdings for Analog Century Management
Analog Century Management holds 23 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.0 | $105M | 783k | 134.29 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.7 | $100M | 507k | 197.49 | |
| Broadcom (AVGO) | 6.5 | $97M | 417k | 231.84 | |
| Amphenol Corp Cl A (APH) | 6.1 | $91M | 1.3M | 69.45 | |
| Marvell Technology (MRVL) | 5.4 | $81M | 736k | 110.45 | |
| Synopsys (SNPS) | 5.3 | $80M | 165k | 485.36 | |
| ON Semiconductor (ON) | 4.7 | $70M | 1.1M | 63.05 | |
| Astera Labs (ALAB) | 4.7 | $70M | 531k | 132.45 | |
| Fabrinet SHS (FN) | 4.7 | $70M | 317k | 219.88 | |
| Arista Networks Com Shs (ANET) | 4.5 | $67M | 602k | 110.53 | |
| Kla Corp Com New (KLAC) | 4.3 | $65M | 103k | 630.12 | |
| M/a (MTSI) | 4.0 | $60M | 462k | 129.91 | |
| Applied Materials (AMAT) | 4.0 | $59M | 365k | 162.63 | |
| Axon Enterprise (AXON) | 3.8 | $57M | 96k | 594.32 | |
| Advanced Micro Devices (AMD) | 3.6 | $54M | 447k | 120.79 | |
| Ciena Corp Com New (CIEN) | 3.6 | $54M | 633k | 84.81 | |
| Motorola Solutions Com New (MSI) | 3.6 | $53M | 115k | 462.23 | |
| Globalfoundries Ordinary Shares (GFS) | 3.4 | $50M | 1.2M | 42.91 | |
| Arrow Electronics (ARW) | 3.1 | $47M | 412k | 113.12 | |
| Allegro Microsystems Ord (ALGM) | 2.9 | $44M | 2.0M | 21.86 | |
| Rambus (RMBS) | 2.9 | $44M | 825k | 52.86 | |
| Tower Semiconductor Shs New (TSEM) | 2.7 | $41M | 793k | 51.51 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.5 | $37M | 1.4M | 27.40 |
