Analog Century Management LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Analog Century Management LP | Institutional Filer | ▲ 3.04% | $2.09B | 25 |
Current Portfolio Holdings
Showing all 25 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 750K | $130.8M | 6.25% |
| 2 | LITE | Lumentum Holdings Inc. | Technology | 158K | $110.8M | 5.29% |
| 3 | AVGO | Broadcom Inc. | Technology | 354K | $109.6M | 5.23% |
| 4 | AKAM | Akamai Technologies, Inc. | Technology | 927K | $106.5M | 5.08% |
| 5 | AEIS | Advanced Energy Industries, Inc. | Industrials | 325K | $104.8M | 5.00% |
| 6 | ARM | Arm Holdings plc American Depositary Shares | Technology | 691K | $104.6M | 4.99% |
| 7 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 303K | $102.4M | 4.89% |
| 8 | APH | Amphenol Corporation | Technology | 781K | $98.7M | 4.71% |
| 9 | MTSI | MACOM Technology Solutions Holdings, Inc. | Technology | 436K | $96.9M | 4.63% |
| 10 | MSI | Motorola Solutions, Inc. | Technology | 222K | $96.4M | 4.60% |
| 11 | CIEN | Ciena Corporation | Technology | 247K | $96.1M | 4.59% |
| 12 | AMAT | Applied Materials, Inc. | Technology | 279K | $95.4M | 4.55% |
| 13 | VIAV | Viavi Solutions Inc. | Technology | 2.8M | $91.9M | 4.39% |
| 14 | FN | Fabrinet | Technology | 171K | $89.4M | 4.27% |
| 15 | HPE | Hewlett Packard Enterprise Company | Technology | 3.6M | $86.6M | 4.13% |
Showing 1 to 15 of 25 holdings