Analog Century Management LP
- SEC CIK
- 0001753384
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 20
- 0 vs. Q1 2023
- Portfolio value
- $360.1M
- +$30.4M (+9.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ONOn Semiconductor Corp | Stock | 332,403 | $31.4M | 8.7% | −1,808−0.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 73,814 | $31.2M | 8.7% | −39,502−34.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 35,938 | $31.2M | 8.7% | −11,632−24.5% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 241,332 | $27.5M | 7.6% | −50,054−17.2% | Reduced | History |
| AMATApplied Materials Inc | Stock | 175,970 | $25.4M | 7.1% | −15,260−8.0% | Reduced | History |
| FNFabrinet | SHS | 167,805 | $21.8M | 6.1% | +64,600+62.6% | Added | History |
| SMCISuper Micro Computer, Inc. | COM | 84,240 | $21.0M | 5.8% | −76,221−47.5% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 37,238 | $20.1M | 5.6% | −392−1.0% | Reduced | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 391,374 | $19.6M | 5.4% | +33,700+9.4% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 190,809 | $19.3M | 5.3% | −13,141−6.4% | Reduced | History |
| SNPSSynopsys Inc | COM | 41,893 | $18.2M | 5.1% | −6,167−12.8% | Reduced | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 267,543 | $17.5M | 4.9% | −14,172−5.0% | Reduced | History |
| CALXCalix, Inc | COM | 332,509 | $16.6M | 4.6% | +155,300+87.6% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 181,450 | $16.3M | 4.5% | −14,300−7.3% | Reduced | History |
| KLACKLA Corp | COM NEW | 23,794 | $11.5M | 3.2% | −3,171−11.8% | Reduced | History |
| CIENCiena Corp | COM NEW | 207,887 | $8.83M | 2.5% | −18,500−8.2% | Reduced | History |
| PEverpure, Inc. | CL A | 204,000 | $7.51M | 2.1% | +204,000 | New | History |
| ALGMAllegro Microsystems, Inc. | COM | 152,600 | $6.89M | 1.9% | +152,600 | New | History |
| AAPLApple Inc. | Stock | 24,359 | $4.72M | 1.3% | −9,321−27.7% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 9,600 | $3.53M | 1.0% | −400−4.0% | Reduced | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.