Analog Century Management as of June 30, 2025
Portfolio Holdings for Analog Century Management
Analog Century Management holds 23 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.7 | $131M | 578k | 226.49 | |
| NVIDIA Corporation (NVDA) | 7.6 | $130M | 825k | 157.99 | |
| Broadcom (AVGO) | 6.1 | $104M | 377k | 275.65 | |
| Advanced Micro Devices (AMD) | 5.6 | $96M | 679k | 141.90 | |
| Fabrinet SHS (FN) | 5.6 | $95M | 322k | 294.68 | |
| Amphenol Corp Cl A (APH) | 5.5 | $93M | 943k | 98.75 | |
| M/a (MTSI) | 5.4 | $92M | 644k | 143.29 | |
| Lumentum Hldgs (LITE) | 5.1 | $86M | 908k | 95.06 | |
| Kla Corp Com New (KLAC) | 4.7 | $81M | 90k | 895.74 | |
| ON Semiconductor (ON) | 4.5 | $77M | 1.5M | 52.41 | |
| Marvell Technology (MRVL) | 4.3 | $73M | 947k | 77.40 | |
| Ciena Corp Com New (CIEN) | 4.3 | $73M | 899k | 81.33 | |
| Corning Incorporated (GLW) | 4.1 | $70M | 1.3M | 52.59 | |
| Stmicroelectronics N V Ny Registry (STM) | 3.9 | $66M | 2.2M | 30.41 | |
| Celestica (CLS) | 3.4 | $59M | 375k | 156.11 | |
| Axon Enterprise (AXON) | 3.4 | $58M | 70k | 827.94 | |
| Ansys (ANSS) | 3.2 | $55M | 156k | 351.22 | |
| Rambus (RMBS) | 3.1 | $53M | 827k | 64.02 | |
| Camtek Ord (CAMT) | 3.1 | $52M | 619k | 84.56 | |
| Allegro Microsystems Ord (ALGM) | 2.7 | $47M | 1.4M | 34.19 | |
| Arrow Electronics (ARW) | 2.7 | $46M | 364k | 127.43 | |
| Tower Semiconductor Shs New (TSEM) | 2.1 | $36M | 824k | 43.35 | |
| Sensata Technologies Hldg Pl SHS (ST) | 1.9 | $32M | 1.1M | 30.11 |
