Analog Century Management Lp Top Holdings and 13F Report (2024) About Analog Century Management LpInvestment ActivityAnalog Century Management Lp has $1.23 billion in total holdings as of June 30, 2024.Analog Century Management Lp owns shares of 23 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 16.23% of the portfolio was purchased this quarter.About 17.61% of the portfolio was sold this quarter.This quarter, Analog Century Management Lp has purchased 23 new stocks and bought additional shares in 10 stocks.Analog Century Management Lp sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $87,897,914Taiwan Semiconductor Manufacturing $87,889,862Amphenol $77,203,825Broadcom $75,516,790Synopsys $67,261,692 Largest New Holdings this Quarter 55024U109 - Lumentum $60,347,551 Holding861012102 - STMicroelectronics $34,912,096 Holding86800U302 - SUPER MICRO COMPUTER INC $32,283,698 Holding Largest Purchases this Quarter Lumentum 968,039 shares (about $60.35M)STMicroelectronics 1,589,804 shares (about $34.91M)SUPER MICRO COMPUTER INC 942,865 shares (about $32.28M)Advanced Micro Devices 158,615 shares (about $16.30M)Ciena 208,509 shares (about $12.60M) Largest Sales this Quarter Amphenol 128,944 shares (about $8.46M)Arrow Electronics 73,587 shares (about $7.64M)Rambus 145,175 shares (about $7.52M)KLA 9,959 shares (about $6.77M)Applied Materials 38,422 shares (about $5.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnalog Century Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$87,897,914$3,036,266 ▲3.6%811,0167.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$87,889,862$3,750,604 ▲4.5%529,4577.1%Computer and TechnologyAPHAmphenol$77,203,825$8,457,437 ▼-9.9%1,177,0676.3%Computer and TechnologyAVGOBroadcom$75,516,790$5,627,155 ▲8.1%451,0356.1%Computer and TechnologySNPSSynopsys$67,261,692$3,416,648 ▼-4.8%156,8425.4%Computer and TechnologyFNFabrinet$64,926,475$2,382,563 ▲3.8%328,7255.3%Computer and TechnologyKLACKLA$63,261,508$6,770,128 ▼-9.7%93,0595.1%Computer and TechnologyAMDAdvanced Micro Devices$62,205,166$16,296,105 ▲35.5%605,4625.0%Computer and TechnologyLITELumentum$60,347,551$60,347,551 ▲New Holding968,0394.9%Computer and TechnologyMTSIMACOM Technology Solutions$58,008,899$11,597,102 ▲25.0%577,8934.7%Computer and TechnologyAXONAxon Enterprise$56,797,866$6,114,695 ▲12.1%107,9914.6%AerospaceCIENCiena$50,840,424$12,600,199 ▲33.0%841,3114.1%Computer and TechnologyALGMAllegro MicroSystems$48,555,432$1,740,705 ▼-3.5%1,932,1703.9%Computer and TechnologyAMATApplied Materials$47,364,411$5,575,801 ▼-10.5%326,3813.8%Computer and TechnologyONOnsemi$46,207,035$773,354 ▲1.7%1,135,5873.7%Computer and TechnologyASTERA LABS INC$42,194,447$10,536,051 ▲33.3%707,1303.4%COMMRVLMarvell Technology$40,449,089$4,840,141 ▼-10.7%656,9613.3%Computer and TechnologyRMBSRambus$35,212,851$7,516,436 ▼-17.6%680,1132.9%Computer and TechnologyARWArrow Electronics$35,096,928$7,640,538 ▼-17.9%338,0232.8%Computer and TechnologySTMSTMicroelectronics$34,912,096$34,912,096 ▲New Holding1,589,8042.8%Computer and TechnologySUPER MICRO COMPUTER INC$32,283,698$32,283,698 ▲New Holding942,8652.6%COM NEWSTSensata Technologies$31,590,706$1,251,604 ▼-3.8%1,301,6362.6%Computer and TechnologyTSEMTower Semiconductor$28,181,349$112,686 ▼-0.4%790,2792.3%Computer and TechnologyARISTA NETWORKS INC$0$66,572,661 ▼-100.0%00.0%COM SHSMSIMotorola Solutions$0$53,198,051 ▼-100.0%00.0%Computer and TechnologyGFSGlobalFoundries$0$50,297,686 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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