Analog Century Management Lp Top Holdings and 13F Report (2024) About Analog Century Management LpInvestment ActivityAnalog Century Management Lp has $1.71 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 20.28% of the portfolio was purchased this quarter.About 17.66% of the portfolio was sold this quarter.This quarter, Analog Century Management Lp has purchased 23 new stocks and bought additional shares in 11 stocks.Analog Century Management Lp sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $130,844,858NVIDIA $130,410,160Broadcom $103,945,685Advanced Micro Devices $96,369,966Fabrinet $94,832,150 Largest New Holdings this Quarter 219350105 - Corning $69,902,050 Holding15101Q207 - CELESTICA INC $58,609,470 Holding03662Q105 - ANSYS $54,792,427 HoldingM20791105 - Camtek $52,320,908 Holding Largest Purchases this Quarter Corning 1,329,189 shares (about $69.90M)CELESTICA INC 375,437 shares (about $58.61M)ANSYS 156,006 shares (about $54.79M)Camtek 618,743 shares (about $52.32M)Marvell Technology 290,093 shares (about $22.45M) Largest Sales this Quarter Axon Enterprise 38,532 shares (about $31.90M)Amphenol 234,206 shares (about $23.13M)Broadcom 73,942 shares (about $20.38M)Allegro MicroSystems 560,580 shares (about $19.17M)Sensata Technologies 241,198 shares (about $7.26M) 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 PortfolioSectorTSMTaiwan Semiconductor Manufacturing$130,844,858$10,928,142 ▲9.1%577,7077.7%Computer and TechnologyNVDANVIDIA$130,410,160$2,277,742 ▲1.8%825,4337.6%Computer and TechnologyAVGOBroadcom$103,945,685$20,382,112 ▼-16.4%377,0936.1%Computer and TechnologyAMDAdvanced Micro Devices$96,369,966$10,454,908 ▲12.2%679,1405.6%Computer and TechnologyFNFabrinet$94,832,150$2,036,533 ▼-2.1%321,8145.6%Computer and TechnologyAPHAmphenol$93,107,524$23,127,843 ▼-19.9%942,8615.5%Computer and TechnologyMTSIMACOM Technology Solutions$92,245,087$9,438,799 ▲11.4%643,7655.4%Computer and TechnologyLITELumentum$86,327,313$5,694,474 ▼-6.2%908,1355.1%Computer and TechnologyKLACKLA$80,767,084$2,589,584 ▼-3.1%90,1684.7%Computer and TechnologyONON Semiconductor$77,356,217$17,840,102 ▲30.0%1,475,9824.5%Computer and TechnologyMRVLMarvell Technology$73,301,980$22,453,198 ▲44.2%947,0544.3%Computer and TechnologyCIENCiena$73,114,125$4,690,301 ▲6.9%898,9814.3%Computer and TechnologyGLWCorning$69,902,050$69,902,050 ▲New Holding1,329,1894.1%Computer and TechnologySTMSTMicroelectronics$66,366,875$18,020,936 ▲37.3%2,182,4033.9%Computer and TechnologyCELESTICA INC$58,609,470$58,609,470 ▲New Holding375,4373.4%COMAXONAxon Enterprise$57,507,884$31,902,184 ▼-35.7%69,4593.4%AerospaceANSSANSYS$54,792,427$54,792,427 ▲New Holding156,0063.2%Computer and TechnologyRMBSRambus$52,951,070$9,410,236 ▲21.6%827,1023.1%Computer and TechnologyCAMTCamtek$52,320,908$52,320,908 ▲New Holding618,7433.1%Computer and TechnologyALGMAllegro MicroSystems$46,894,662$19,166,230 ▼-29.0%1,371,5902.7%Computer and TechnologyARWArrow Electronics$46,431,924$3,357,653 ▲7.8%364,3722.7%Computer and TechnologyTSEMTower Semiconductor$35,700,806$1,442,211 ▲4.2%823,5482.1%Computer and TechnologySTSensata Technologies$31,929,788$7,262,472 ▼-18.5%1,060,4381.9%Computer and TechnologySNPSSynopsys$0$67,261,692 ▼-100.0%00.0%Computer and TechnologyAMATApplied Materials$0$47,364,411 ▼-100.0%00.0%Computer and TechnologyASTERA LABS INC$0$42,194,447 ▼-100.0%00.0%COMSUPER MICRO COMPUTER INC$0$32,283,698 ▼-100.0%00.0%COM NEWShowing 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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