Analog Century Management LP
- SEC CIK
- 0001753384
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 23
- −1 vs. Q1 2024
- Portfolio value
- $1.01B
- +$292.2M (+40.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 571,451 | $70.6M | 7.0% | −17,849−3.0% | ReducedConverted for a 10-for-1 split | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 395,065 | $68.7M | 6.8% | +85,239+27.5% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 80,995 | $66.6M | 6.6% | +25,900+47.0% | Added | History |
| AMATApplied Materials Inc | Stock | 249,112 | $58.8M | 5.8% | +51,209+25.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 36,543 | $58.7M | 5.8% | +8,116+28.6% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 815,637 | $57.0M | 5.6% | +326,224+66.7% | Added | History |
| SNPSSynopsys Inc | COM | 93,147 | $55.4M | 5.5% | +24,183+35.1% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 340,349 | $55.2M | 5.5% | +142,238+71.8% | Added | History |
| KLACKLA Corp | COM NEW | 61,409 | $50.6M | 5.0% | +18,632+43.6% | Added | History |
| ONOn Semiconductor Corp | Stock | 717,932 | $49.2M | 4.9% | +195,211+37.3% | Added | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 432,930 | $48.3M | 4.8% | +78,887+22.3% | Added | History |
| CLSCelestica Inc | Stock | 823,309 | $47.2M | 4.7% | +823,309 | New | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 1,189,798 | $46.7M | 4.6% | +325,130+37.6% | Added | History |
| FNFabrinet | SHS | 161,767 | $39.6M | 3.9% | +3,922+2.5% | Added | History |
| PEverpure, Inc. | CL A | 520,790 | $33.4M | 3.3% | +74,152+16.6% | Added | History |
| ANETArista Networks, Inc. | COM | 89,662 | $31.4M | 3.1% | +10,416+13.1% | Added | History |
| STSensata Technologies Holding plc | SHS | 795,664 | $29.7M | 2.9% | +314,641+65.4% | Added | History |
| ARWArrow Electronics, Inc. | COM | 228,303 | $27.6M | 2.7% | +140,445+159.9% | Added | History |
| ALGMAllegro Microsystems, Inc. | COM | 947,782 | $26.8M | 2.7% | +20,052+2.2% | Added | History |
| SMCISuper Micro Computer, Inc. | COM | 32,511 | $26.6M | 2.6% | +4,979+18.1% | Added | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 616,015 | $24.2M | 2.4% | −40,717−6.2% | Reduced | History |
| MBLYMobileye Global Inc. | Stock | 745,335 | $20.9M | 2.1% | +61,822+9.0% | Added | History |
| CALXCalix, Inc | COM | 449,439 | $15.9M | 1.6% | −56,413−11.2% | Reduced | History |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.