Analog Century Management LP
- SEC CIK
- 0001753384
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 20
- −1 vs. Q3 2021
- Portfolio value
- $367.2M
- +$78.4M (+27.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MRVLMarvell Technology, Inc. | COM | 302,658 | $26.5M | 7.2% | −20,030−6.2% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 179,680 | $25.9M | 7.0% | −3,250−1.8% | Reduced | History |
| AMATApplied Materials Inc | Stock | 162,848 | $25.6M | 7.0% | −1,500−0.9% | Reduced | History |
| CALXCalix, Inc | COM | 311,467 | $24.9M | 6.8% | −47,164−13.2% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 356,284 | $24.2M | 6.6% | −67,050−15.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 35,950 | $23.9M | 6.5% | +1,820+5.3% | Added | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 468,400 | $22.9M | 6.2% | +32,300+7.4% | Added | History |
| NVDANVIDIA Corp | Stock | 74,670 | $22.0M | 6.0% | −700−0.9% | Reduced | History |
| MCHPMicrochip Technology Inc | Stock | 239,330 | $20.8M | 5.7% | +12,550+5.5% | AddedConverted for a 2-for-1 split | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 255,453 | $20.0M | 5.4% | −1,350−0.5% | Reduced | History |
| KLACKLA Corp | COM NEW | 42,715 | $18.4M | 5.0% | +4,050+10.5% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 76,225 | $17.4M | 4.7% | +2,000+2.7% | Added | History |
| MUMicron Technology Inc | Stock | 175,700 | $16.4M | 4.5% | +64,065+57.4% | Added | History |
| TERTeradyne, Inc | Stock | 93,600 | $15.3M | 4.2% | +93,600 | New | History |
| CIENCiena Corp | COM NEW | 190,167 | $14.6M | 4.0% | −11,400−5.7% | Reduced | History |
| VICRVicor Corp | COM | 96,274 | $12.2M | 3.3% | +20,651+27.3% | Added | History |
| SMTCSemtech Corp | Stock | 127,000 | $11.3M | 3.1% | +36,100+39.7% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 21,600 | $10.7M | 2.9% | +1,300+6.4% | Added | History |
| FNFabrinet | SHS | 66,965 | $7.93M | 2.2% | −15,500−18.8% | Reduced | History |
| AMKRAmkor Technology, Inc. | COM | 255,306 | $6.33M | 1.7% | −55,300−17.8% | Reduced | History |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.