Q4 2024 · 13F-HR
Analog Century Management LPholdings as filed
Filed 2025-02-14 · accession 0001420506-25-000491
$1.50B
Reported value
23
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $105.1M | 7.03% | 783,001 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $100.1M | 6.69% | 506,863 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $96.8M | 6.47% | 417,426 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $90.7M | 6.07% | 1,306,011 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $81.2M | 5.43% | 735,573 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $80.0M | 5.35% | 164,809 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $70.4M | 4.71% | 1,116,581 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $70.3M | 4.70% | 530,558 | Common | SOLE |
| G3323L100 | FN | FABRINET | $69.6M | 4.66% | 316,662 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $66.6M | 4.45% | 602,304 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $64.9M | 4.34% | 103,018 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $60.1M | 4.02% | 462,361 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $59.3M | 3.97% | 364,803 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $57.3M | 3.83% | 96,365 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $54.0M | 3.61% | 446,847 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $53.7M | 3.59% | 632,802 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $53.2M | 3.56% | 115,090 | Common | SOLE |
| G39387108 | GFS | GLOBALFOUNDRIES INC | $50.3M | 3.36% | 1,172,167 | Common | SOLE |
| 042735100 | ARW | ARROW ELECTRS INC | $46.6M | 3.11% | 411,610 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $43.8M | 2.93% | 2,001,438 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $43.6M | 2.92% | 825,288 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $40.9M | 2.73% | 793,439 | Common | SOLE |
| G8060N102 | ST | SENSATA TECHNOLOGIES HLDG PL | $37.1M | 2.48% | 1,353,206 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.