Analog Century Management as of March 31, 2025
Portfolio Holdings for Analog Century Management
Analog Century Management holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.1 | $88M | 811k | 108.38 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.1 | $88M | 530k | 166.00 | |
| Amphenol Corp Cl A (APH) | 6.3 | $77M | 1.2M | 65.59 | |
| Broadcom (AVGO) | 6.1 | $76M | 451k | 167.43 | |
| Synopsys (SNPS) | 5.4 | $67M | 157k | 428.85 | |
| Fabrinet SHS (FN) | 5.3 | $65M | 329k | 197.51 | |
| Kla Corp Com New (KLAC) | 5.1 | $63M | 93k | 679.80 | |
| Advanced Micro Devices (AMD) | 5.0 | $62M | 606k | 102.74 | |
| Lumentum Hldgs (LITE) | 4.9 | $60M | 968k | 62.34 | |
| M/a (MTSI) | 4.7 | $58M | 578k | 100.38 | |
| Axon Enterprise (AXON) | 4.6 | $57M | 108k | 525.95 | |
| Ciena Corp Com New (CIEN) | 4.1 | $51M | 841k | 60.43 | |
| Allegro Microsystems Ord (ALGM) | 3.9 | $49M | 1.9M | 25.13 | |
| Applied Materials (AMAT) | 3.8 | $47M | 326k | 145.12 | |
| ON Semiconductor (ON) | 3.7 | $46M | 1.1M | 40.69 | |
| Astera Labs (ALAB) | 3.4 | $42M | 707k | 59.67 | |
| Marvell Technology (MRVL) | 3.3 | $40M | 657k | 61.57 | |
| Rambus (RMBS) | 2.9 | $35M | 680k | 51.77 | |
| Arrow Electronics (ARW) | 2.8 | $35M | 338k | 103.83 | |
| Stmicroelectronics N V Ny Registry (STM) | 2.8 | $35M | 1.6M | 21.96 | |
| Super Micro Computer Com New (SMCI) | 2.6 | $32M | 943k | 34.24 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.6 | $32M | 1.3M | 24.27 | |
| Tower Semiconductor Shs New (TSEM) | 2.3 | $28M | 790k | 35.66 |
