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Analog Century Management LP

13F
Analog Century Management LP
Last update 2024-08-14 23 Stocks (1 new)
Value $1.01 Bil Turnover 26 %
Countries:
Analog Century Management LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
571,451
70597.060
-3.03%
7.000
-0.23%
0.000
+13.31%
+167.78%
3252187.400
Semiconductors
TSM
Taiwan Semiconductor Manufacturing Co Ltd
395,065
68666.250
+27.51%
6.800
+1.47%
0.010
+15.35%
+85.20%
988155.683
Semiconductors
MPWR
Monolithic Power Systems Inc
80,995
66551.970
+47.01%
6.590
+2.11%
0.170
-11.91%
+20.95%
37037.894
Semiconductors
AMAT
Applied Materials Inc
249,112
58787.940
+25.88%
5.830
+1.20%
0.030
-14.27%
+12.65%
149695.295
Semiconductors
AVGO
Broadcom Inc
365,430
58670.880
+28.55%
5.810
+1.29%
0.000
+6.00%
+53.73%
792923.702
Semiconductors
MRVL
Marvell Technology Inc
815,637
57013.030
+66.66%
5.650
+2.26%
0.090
+19.70%
+33.30%
69391.282
Semiconductors
SNPS
Synopsys Inc
93,147
55428.050
+35.07%
5.490
+1.43%
0.060
-8.01%
-0.25%
78897.560
Software
AMD
Advanced Micro Devices Inc
340,349
55208.010
+71.80%
5.470
+2.29%
0.020
-0.30%
-2.28%
233142.310
Semiconductors
KLAC
KLA Corp
61,409
50632.340
+43.56%
5.020
+1.52%
0.050
-18.91%
+15.31%
89258.723
Semiconductors
ON
ON Semiconductor Corp
717,932
49214.240
+37.35%
4.880
+1.33%
0.170
-9.92%
-15.61%
30014.460
Semiconductors

Analog Century Management LP's Historical Top Holdings Breakdowns

Analog Century Management LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CLS
Celestica Inc2024-06-30New Buy
+4.68%
40.73 ($50.44) 59.41
$68.40
35.61%
New holding
823,309
823,309
CIEN
Ciena Corp2024-06-30Sold Out
-2.64%
43.56 ($47.46) 49.56
$63.51
33.82%
Sold Out
0
-382,183
HLIT
Harmonic Inc2024-06-30Sold Out
-2.63%
9.2 ($11.29) 13.3
$11.08
-1.86%
Sold Out
0
-1,402,838
AMD
Advanced Micro Devices Inc2024-06-30Add
+2.29%
144.27 ($160.87) 183.34
$144.05
-10.46%
Add 71.8%
340,349
142,238
MRVL
Marvell Technology Inc2024-06-30Add
+2.26%
62.13 ($70.08) 78.33
$80.11
14.31%
Add 66.66%
815,637
326,224
MPWR
Monolithic Power Systems Inc2024-06-30Add
+2.11%
591.52 ($721.65) 852.56
$759.30
5.22%
Add 47.01%
80,995
25,900
ARW
Arrow Electronics Inc2024-06-30Add
+1.68%
120.46 ($127.81) 133.63
$118.67
-7.15%
Add 159.85%
228,303
140,445
KLAC
KLA Corp2024-06-30Add
+1.52%
628.16 ($738.74) 863.31
$666.23
-9.82%
Add 43.56%
61,409
18,632
TSM
Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Add
+1.47%
127.7 ($151.69) 179.69
$190.54
25.61%
Add 27.51%
395,065
85,239
SNPS
Synopsys Inc2024-06-30Add
+1.43%
510.71 ($565.46) 620.31
$514.07
-9.09%
Add 35.07%
93,147
24,183

Analog Century Management LP Total Holding History ($B)

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Analog Century Management LP's Asset Allocation

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Analog Century Management LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Analog Century Management LP's Hypothetical Growth since 2024-06-30

Analog Century Management LP's Yearly Returns

Year Portfolio % % Excess Gain %

Analog Century Management LP's Holdings Heat Map

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