Analog Century Management LP
- SEC CIK
- 0001753384
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 23
- 0 vs. Q2 2024
- Portfolio value
- $1.47B
- +$461.8M (+45.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MPWRMonolithic Power Systems, Inc. | COM | 103,840 | $96.0M | 6.5% | +22,845+28.2% | Added | History |
| NVDANVIDIA Corp | Stock | 771,871 | $93.7M | 6.4% | +200,420+35.1% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 1,236,076 | $89.1M | 6.1% | +420,439+51.5% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 523,155 | $85.8M | 5.8% | +182,806+53.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 493,428 | $85.7M | 5.8% | +98,363+24.9% | Added | History |
| APHAmphenol Corp | CL A | 1,274,628 | $83.1M | 5.6% | +1,274,628 | New | History |
| ONOn Semiconductor Corp | Stock | 1,067,742 | $77.5M | 5.3% | +349,810+48.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 438,691 | $75.7M | 5.1% | +73,261+20.0% | AddedConverted for a 10-for-1 split | History |
| SNPSSynopsys Inc | COM | 146,061 | $74.0M | 5.0% | +52,914+56.8% | Added | History |
| AMATApplied Materials Inc | Stock | 312,545 | $63.1M | 4.3% | +63,433+25.5% | Added | History |
| KLACKLA Corp | COM NEW | 79,785 | $61.8M | 4.2% | +18,376+29.9% | Added | History |
| CLSCelestica Inc | Stock | 1,204,226 | $61.6M | 4.2% | +380,917+46.3% | Added | History |
| FNFabrinet | SHS | 255,979 | $60.5M | 4.1% | +94,212+58.2% | Added | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 534,320 | $59.4M | 4.0% | +101,390+23.4% | Added | History |
| ARWArrow Electronics, Inc. | COM | 398,323 | $52.9M | 3.6% | +170,020+74.5% | Added | History |
| ANETArista Networks, Inc. | COM | 134,151 | $51.5M | 3.5% | +44,489+49.6% | Added | History |
| ALABAstera Labs, Inc. | Stock | 906,377 | $47.5M | 3.2% | +906,377 | New | History |
| STSensata Technologies Holding plc | SHS | 1,306,002 | $46.8M | 3.2% | +510,338+64.1% | Added | History |
| CIENCiena Corp | COM NEW | 756,032 | $46.6M | 3.2% | +756,032 | New | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 1,447,597 | $43.0M | 2.9% | +257,799+21.7% | Added | History |
| ALGMAllegro Microsystems, Inc. | COM | 1,709,448 | $39.8M | 2.7% | +761,666+80.4% | Added | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 880,137 | $39.0M | 2.6% | +264,122+42.9% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 92,057 | $36.8M | 2.5% | +92,057 | New | History |
Sold out since Q2 2024 (4)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 520,790 | $33.4M | 3.3% | History |
| SMCISuper Micro Computer, Inc. | COM | 32,511 | $26.6M | 2.6% | History |
| MBLYMobileye Global Inc. | Stock | 745,335 | $20.9M | 2.1% | History |
| CALXCalix, Inc | COM | 449,439 | $15.9M | 1.6% | History |