Analog Century Management LP
- SEC CIK
- 0001753384
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Oct 27, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 21
- +1 vs. Q2 2021
- Portfolio value
- $288.8M
- +$39.6M (+15.9%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 164,348 | $21.2M | 7.3% | +19,350+13.3% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 322,688 | $19.5M | 6.7% | +23,500+7.9% | Added | History |
| ONOn Semiconductor Corp | Stock | 423,334 | $19.4M | 6.7% | +212,500+100.8% | Added | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 436,100 | $19.0M | 6.6% | +28,100+6.9% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 182,930 | $18.8M | 6.5% | +24,580+15.5% | Added | History |
| CALXCalix, Inc | COM | 358,631 | $17.7M | 6.1% | +79,300+28.4% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 113,390 | $17.4M | 6.0% | +8,500+8.1% | Added | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 256,803 | $16.7M | 5.8% | −14,600−5.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 34,130 | $16.6M | 5.7% | +1,200+3.6% | Added | History |
| NVDANVIDIA Corp | Stock | 75,370 | $15.6M | 5.4% | +1,190+1.6% | AddedConverted for a 4-for-1 split | History |
| NXPINXP Semiconductors N.V. | COM | 74,225 | $14.5M | 5.0% | +6,960+10.3% | Added | History |
| KLACKLA Corp | COM NEW | 38,665 | $12.9M | 4.5% | +4,680+13.8% | Added | History |
| ADIAnalog Devices Inc | Stock | 73,812 | $12.4M | 4.3% | +19,200+35.2% | Added | History |
| CIENCiena Corp | COM NEW | 201,567 | $10.3M | 3.6% | +90,200+81.0% | Added | History |
| VICRVicor Corp | COM | 75,623 | $10.1M | 3.5% | −5,200−6.4% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 20,300 | $9.84M | 3.4% | +1,300+6.8% | Added | History |
| FNFabrinet | SHS | 82,465 | $8.45M | 2.9% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 111,635 | $7.92M | 2.7% | −125,100−52.8% | Reduced | History |
| AMKRAmkor Technology, Inc. | COM | 310,606 | $7.75M | 2.7% | +18,803+6.4% | Added | History |
| SMTCSemtech Corp | Stock | 90,900 | $7.09M | 2.5% | +90,900 | New | History |
| DIODDiodes Inc | COM | 62,083 | $5.62M | 1.9% | −3,500−5.3% | Reduced | History |