Analog Century Management Lp Top Holdings and 13F Report (2024) About Analog Century Management LpInvestment ActivityAnalog Century Management Lp has $2.09 billion in total holdings as of June 30, 2024.Analog Century Management Lp owns shares of 25 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 31.49% of the portfolio was purchased this quarter.About 46.71% of the portfolio was sold this quarter.This quarter, Analog Century Management Lp has purchased 24 new stocks and bought additional shares in 7 stocks.Analog Century Management Lp sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $130,821,800Lumentum $110,816,819Broadcom $109,585,420Akamai Technologies $106,468,592Advanced Energy Industries $104,768,124 Largest New Holdings this Quarter 00971T101 - Akamai Technologies $106,468,592 Holding042068205 - ARM HOLDINGS PLC $104,589,546 Holding925550105 - Viavi Solutions $91,933,271 Holding861012102 - STMicroelectronics $80,639,873 Holding82706C108 - Silicon Motion Technology $60,496,013 Holding Largest Purchases this Quarter Akamai Technologies 927,023 shares (about $106.47M)ARM HOLDINGS PLC 691,364 shares (about $104.59M)Viavi Solutions 2,762,418 shares (about $91.93M)STMicroelectronics 2,334,005 shares (about $80.64M)Silicon Motion Technology 538,748 shares (about $60.50M) Largest Sales this Quarter Lumentum 176,261 shares (about $123.87M)Micron Technology 215,670 shares (about $72.86M)Ciena 181,375 shares (about $70.42M)Tower Semiconductor 348,448 shares (about $61.15M)Nokia 5,617,139 shares (about $45.16M) 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$130,821,800$2,995,494 â–²2.3%750,1256.2%Computer and TechnologyLITELumentum$110,816,819$123,869,180 â–¼-52.8%157,6885.3%Computer and TechnologyAVGOBroadcom$109,585,420$28,836,118 â–²35.7%354,0615.2%Computer and TechnologyAKAMAkamai Technologies$106,468,592$106,468,592 â–²New Holding927,0235.1%Computer and TechnologyAEISAdvanced Energy Industries$104,768,124$44,949,630 â–¼-30.0%324,6515.0%Computer and TechnologyARM HOLDINGS PLC$104,589,546$104,589,546 â–²New Holding691,3645.0%SPONSORED ADSTSMTaiwan Semiconductor Manufacturing$102,359,986$30,805,156 â–¼-23.1%302,8854.9%Computer and TechnologyAPHAmphenol$98,673,664$6,683,410 â–²7.3%780,9554.7%Computer and TechnologyMTSIMACOM Technology Solutions$96,899,356$37,712,594 â–¼-28.0%436,3464.6%Computer and TechnologyMSIMotorola Solutions$96,388,209$15,893,283 â–²19.7%222,1084.6%Computer and TechnologyCIENCiena$96,052,761$70,415,216 â–¼-42.3%247,4124.6%Computer and TechnologyAMATApplied Materials$95,357,359$42,876,872 â–¼-31.0%278,9944.6%Computer and TechnologyVIAVViavi Solutions$91,933,271$91,933,271 â–²New Holding2,762,4184.4%Computer and TechnologyFNFabrinet$89,437,029$941,344 â–¼-1.0%171,4934.3%Computer and TechnologyHPEHewlett Packard Enterprise$86,553,326$21,868,104 â–²33.8%3,635,1674.1%Computer and TechnologyNOKNokia$84,377,919$45,161,798 â–¼-34.9%10,494,7664.0%Computer and TechnologyTSEMTower Semiconductor$81,251,101$61,145,655 â–¼-42.9%463,0223.9%Computer and TechnologySTMSTMicroelectronics$80,639,873$80,639,873 â–²New Holding2,334,0053.9%Computer and TechnologySIMOSilicon Motion Technology$60,496,013$60,496,013 â–²New Holding538,7482.9%Computer and TechnologyASTERA LABS INC$55,271,390$21,403,565 â–²63.2%504,3012.6%COMLFUSLittelfuse$52,258,882$52,258,882 â–²New Holding153,9972.5%Computer and TechnologySTSensata Technologies$51,722,895$6,468,787 â–²14.3%1,468,5662.5%Computer and TechnologyMUMicron Technology$48,652,338$72,861,952 â–¼-60.0%144,0102.3%Computer and TechnologyMRVLMarvell Technology$37,783,118$37,783,118 â–²New Holding381,4551.8%Computer and TechnologySANDISK CORP$21,189,860$21,189,860 â–²New Holding33,3521.0%COMKLACKLA$0$87,058,052 â–¼-100.0%00.0%Computer and TechnologyCAMTCamtek$0$73,773,653 â–¼-100.0%00.0%Computer and TechnologyTE CONNECTIVITY PLC$0$67,016,711 â–¼-100.0%00.0%ORD SHSMPWRMonolithic Power Systems$0$64,100,498 â–¼-100.0%00.0%Computer and TechnologyONonsemi$0$58,768,778 â–¼-100.0%00.0%Computer and TechnologyALGMAllegro MicroSystems$0$49,860,099 â–¼-100.0%00.0%Computer and TechnologyOLEDUniversal Display$0$46,913,562 â–¼-100.0%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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