Analog Century Management LP
- SEC CIK
- 0001753384
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 5, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 20
- −2 vs. Q1 2021
- Portfolio value
- $249.2M
- +$3.12M (+1.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 144,998 | $20.6M | 8.3% | −18,200−11.2% | Reduced | History |
| MUMicron Technology Inc | Stock | 236,735 | $20.1M | 8.1% | +2,450+1.0% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 299,188 | $17.5M | 7.0% | +38,200+14.6% | Added | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 271,403 | $17.4M | 7.0% | +50,100+22.6% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 104,890 | $15.7M | 6.3% | +5,750+5.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 32,930 | $15.7M | 6.3% | −950−2.8% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 158,350 | $14.9M | 6.0% | +40,500+34.4% | Added | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 408,000 | $14.8M | 6.0% | +189,300+86.6% | Added | History |
| NVDANVIDIA Corp | Stock | 18,545 | $14.8M | 6.0% | −6,500−26.0% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 67,265 | $13.8M | 5.6% | +7,800+13.1% | Added | History |
| CALXCalix, Inc | COM | 279,331 | $13.3M | 5.3% | +46,654+20.1% | Added | History |
| KLACKLA Corp | COM NEW | 33,985 | $11.0M | 4.4% | −9,300−21.5% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 54,612 | $9.40M | 3.8% | +8,800+19.2% | Added | History |
| VICRVicor Corp | COM | 80,823 | $8.55M | 3.4% | −720−0.9% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 210,834 | $8.07M | 3.2% | −8,800−4.0% | Reduced | History |
| FNFabrinet | SHS | 82,465 | $7.91M | 3.2% | −21,211−20.5% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 19,000 | $7.10M | 2.8% | +19,000 | New | History |
| AMKRAmkor Technology, Inc. | COM | 291,803 | $6.91M | 2.8% | −91,320−23.8% | Reduced | History |
| CIENCiena Corp | COM NEW | 111,367 | $6.34M | 2.5% | +1,900+1.7% | Added | History |
| DIODDiodes Inc | COM | 65,583 | $5.23M | 2.1% | −5,200−7.3% | Reduced | History |
Sold out since Q1 2021 (3)
Positions held at the end of Q1 2021 that are gone from this filing.