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Size ($ in 1000's)
At 12/31/2023: $432,485
At 09/30/2023: $373,078
Analog Century Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Analog Century Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Analog Century Management LP top holdings by largest position size, as per the latest 13f filing made by Analog Century Management LP.
In the Analog Century Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Analog Century Management LP in that top holding, then the share count change between reporting periods, and finally the Analog Century Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ADVANCED MICRO DEVICES INC |
209,006 |
-77,837 |
$30,810 | | AMD | 209,006 | -77,837 | $30,810 | | NVIDIA CORPORATION |
60,871 |
-14,117 |
$30,145 | | NVDA | 60,871 | -14,117 | $30,145 | | APPLIED MATLS INC |
179,472 |
-22,129 |
$29,087 | | AMAT | 179,472 | -22,129 | $29,087 | | MACOM TECH SOLUTIONS HLDGS I |
283,835 |
-2,377 |
$26,382 | | MTSI | 283,835 | -2,377 | $26,382 | | ON SEMICONDUCTOR CORP |
309,938 |
-27,356 |
$25,889 | | ON | 309,938 | -27,356 | $25,889 | | BROADCOM INC |
22,998 |
-13,613 |
$25,672 | | AVGO | 22,998 | -13,613 | $25,672 | | STMICROELECTRONICS N V |
511,565 |
+79,658 |
$25,645 | | STM | 511,565 | +79,658 | $25,645 | | FABRINET |
127,011 |
-31,423 |
$24,174 | | FN | 127,011 | -31,423 | $24,174 | | TAIWAN SEMICONDUCTOR MFG LTD |
232,424 |
+26,553 |
$24,172 | | TSM | 232,424 | +26,553 | $24,172 | | MONOLITHIC PWR SYS INC |
34,693 |
+4,342 |
$21,884 | | MPWR | 34,693 | +4,342 | $21,884 | | KLA CORP |
36,096 |
+7,099 |
$20,983 | | KLAC | 36,096 | +7,099 | $20,983 | | SYNOPSYS INC |
39,904 |
-8,407 |
$20,547 | | SNPS | 39,904 | -8,407 | $20,547 | | SUPER MICRO COMPUTER INC |
68,889 |
-10,784 |
$19,582 | | SMCI | 68,889 | -10,784 | $19,582 | | CIENA CORP |
405,246 |
+115,603 |
$18,240 | | CIEN | 405,246 | +115,603 | $18,240 | | TOWER SEMICONDUCTOR LTD |
447,034 |
+447,034 |
$13,643 | | TSEM | 447,034 | +447,034 | $13,643 | | ARISTA NETWORKS INC |
53,188 |
+53,188 |
$12,526 | | ANET | 53,188 | +53,188 | $12,526 | | ALLEGRO MICROSYSTEMS INC |
408,127 |
+174,459 |
$12,354 | | ALGM | 408,127 | +174,459 | $12,354 | | CALIX INC |
277,536 |
-34,412 |
$12,126 | | CALX | 277,536 | -34,412 | $12,126 | | PURE STORAGE INC |
304,166 |
+108,807 |
$10,847 | | PSTG | 304,166 | +108,807 | $10,847 | | HARMONIC INC |
727,617 |
+727,617 |
$9,488 | | HLIT | 727,617 | +727,617 | $9,488 | | SENSATA TECHNOLOGIES HLDG PL |
208,747 |
+208,747 |
$7,843 | | ST | 208,747 | +208,747 | $7,843 | | MICROCHIP TECHNOLOGY INC. |
79,443 |
-76,144 |
$7,164 | | MCHP | 79,443 | -76,144 | $7,164 |
See Full List: All Stocks Held By Analog Century Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Analog Century Management LP
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