Q1 2025 · 13F-HR
Analog Century Management LPholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001171
$1.23B
Reported value
23
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $87.9M | 7.12% | 811,016 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $87.9M | 7.12% | 529,457 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $77.2M | 6.26% | 1,177,067 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $75.5M | 6.12% | 451,035 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $67.3M | 5.45% | 156,842 | Common | SOLE |
| G3323L100 | FN | FABRINET | $64.9M | 5.26% | 328,725 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $63.3M | 5.13% | 93,059 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $62.2M | 5.04% | 605,462 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $60.3M | 4.89% | 968,039 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $58.0M | 4.70% | 577,893 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $56.8M | 4.60% | 107,991 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $50.8M | 4.12% | 841,311 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $48.6M | 3.93% | 1,932,170 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $47.4M | 3.84% | 326,381 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $46.2M | 3.74% | 1,135,587 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $42.2M | 3.42% | 707,130 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $40.4M | 3.28% | 656,961 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $35.2M | 2.85% | 680,113 | Common | SOLE |
| 042735100 | ARW | ARROW ELECTRS INC | $35.1M | 2.84% | 338,023 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $34.9M | 2.83% | 1,589,804 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $32.3M | 2.62% | 942,865 | Common | SOLE |
| G8060N102 | ST | SENSATA TECHNOLOGIES HLDG PL | $31.6M | 2.56% | 1,301,636 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $28.2M | 2.28% | 790,279 | 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.