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Livermore
Livermore
ZHEN

Analog Century Management LP

SEC CIK
0001753384
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 10, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
17
−2 vs. Q1 2022
Portfolio value
$184.1M
−$110.5M (−37.5%) vs. Q1 2022
Filed
Aug 10, 2022
SEC
Holdings of Analog Century Management LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock36,530$17.7M9.6%−1,850−4.8%ReducedHistory
KLACKLA CorpCOM NEW53,415$17.0M9.3%+1,000+1.9%AddedHistory
MCHPMicrochip Technology IncStock275,330$16.0M8.7%+7,000+2.6%AddedHistory
ONOn Semiconductor CorpStock271,684$13.7M7.4%−44,300−14.0%ReducedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM288,853$13.3M7.2%+19,800+7.4%AddedHistory
AMATApplied Materials IncStock145,048$13.2M7.2%−16,500−10.2%ReducedHistory
SMTCSemtech CorpStock237,900$13.1M7.1%+40,700+20.6%AddedHistory
MRVLMarvell Technology, Inc.COM284,538$12.4M6.7%−14,500−4.8%ReducedHistory
STMSTMicroelectronics N.V.NY REGISTRY382,200$12.0M6.5%+19,700+5.4%AddedHistory
AMDAdvanced Micro Devices IncStock127,680$9.76M5.3%−90,400−41.5%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM24,750$9.51M5.2%−2,100−7.8%ReducedHistory
CIENCiena CorpCOM NEW205,467$9.39M5.1%−23,600−10.3%ReducedHistory
NVDANVIDIA CorpStock47,970$7.27M4.0%−19,300−28.7%ReducedHistory
NXPINXP Semiconductors N.V.COM48,821$7.23M3.9%+100+0.2%AddedHistory
FNFabrinetSHS76,065$6.17M3.4%+4,700+6.6%AddedHistory
ASMLASML Holding NVADR9,803$4.68M2.5%−3,450−26.0%ReducedHistory
TERTeradyne, IncStock18,168$1.63M0.9%−75,300−80.6%ReducedHistory

Sold out since Q1 2022 (2)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Analog Century Management LP sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CALXCalix, IncCOM240,200$10.3M3.5%History
MUMicron Technology IncStock91,200$7.10M2.4%History