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Analog Century Management LP13F | |
| Analog Century Management LP | |
| Last update 2025-05-15 | 23 Stocks (3 new) |
| Value $1.23 Bil | Turnover 16 % |
Analog Century Management LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 811,016 | 87,897.9 | +3.58% | 7.120 | +0.25% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 529,457 | 87,889.9 | +4.46% | 7.120 | +0.30% | 0.010 | +47.19% | +17.53% | 1,194,974.2 | Semiconductors | |
APH | Amphenol Corp | 1,177,067 | 77,203.8 | -9.87% | 6.260 | -0.60% | 0.100 | +51.28% | +42.82% | 119,460.0 | Hardware | |
AVGO | Broadcom Inc | 451,035 | 75,516.8 | +8.05% | 6.120 | +0.46% | 0.010 | +51.16% | +18.99% | 1,290,538.4 | Semiconductors | |
SNPS | Synopsys Inc | 156,842 | 67,261.7 | -4.83% | 5.450 | -0.26% | 0.100 | +32.78% | +15.23% | 86,778.4 | Software | |
FN | Fabrinet | 328,725 | 64,926.5 | +3.81% | 5.260 | +0.19% | 0.920 | +54.11% | +32.55% | 10,442.5 | Hardware | |
KLAC | KLA Corp | 93,059 | 63,261.5 | -9.67% | 5.130 | -0.42% | 0.070 | +38.28% | +47.42% | 122,267.8 | Semiconductors | |
AMD | Advanced Micro Devices Inc | 605,462 | 62,205.2 | +35.50% | 5.040 | +1.32% | 0.040 | +56.77% | +21.22% | 237,406.0 | Semiconductors | |
LITE | Lumentum Holdings Inc | 968,039 | 60,347.6 | New Holding | 4.890 | +4.89% | 1.390 | +81.37% | +10.77% | 6,453.5 | Hardware | |
MTSI |
MACOM Technology Solutions Holdings Inc
MACOM Technology Solutions Holdings Inc
| 577,893 | 58,008.9 | +24.99% | 4.700 | +0.94% | 0.780 | +39.24% | +4.84% | 10,132.0 | Semiconductors |
Analog Century Management LP's Historical Top Holdings Breakdowns
Analog Century Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LITE | Lumentum Holdings Inc | 2025-03-31 | New Buy New Buy | +4.89% | 57.41 ($76.95) 100.38 | $92.99 | 20.84% | New holding | 968,039 | 968,039 | |
ANET | Arista Networks Inc | 2025-03-31 | Sold Out Sold Out | -4.45% | 77.48 ($101.39) 129.82 | $108.57 | 7.08% | Sold Out | 0 | -602,304 | |
MSI | Motorola Solutions Inc | 2025-03-31 | Sold Out Sold Out | -3.56% | 411.73 ($446.17) 482.1 | $416.03 | -6.76% | Sold Out | 0 | -115,090 | |
GFS | GLOBALFOUNDRIES Inc | 2025-03-31 | Sold Out Sold Out | -3.36% | 36.53 ($40.42) 46.01 | $41.23 | 2.00% | Sold Out | 0 | -1,172,167 | |
STM | STMicroelectronics NV | 2025-03-31 | New Buy New Buy | +2.83% | 21.64 ($24.57) 28.22 | $32.27 | 31.34% | New holding | 1,589,804 | 1,589,804 | |
SMCI | Super Micro Computer Inc | 2025-03-31 | New Buy New Buy | +2.62% | 26.85 ($37.94) 60.25 | $49.24 | 29.78% | New holding | 942,865 | 942,865 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Add Add | +1.32% | 96.63 ($111.19) 129.55 | $146.42 | 31.68% | Add 35.5% | 605,462 | 158,615 | |
CIEN | Ciena Corp | 2025-03-31 | Add Add | +1.02% | 60.43 ($79.05) 98.18 | $77.75 | -1.64% | Add 32.95% | 841,311 | 208,509 | |
MTSI |
MACOM Technology Solutions Holdings Inc
MACOM Technology Solutions Holdings Inc
| 2025-03-31 | Add Add | +0.94% | 96.88 ($121.71) 148.78 | $136.20 | 11.91% | Add 24.99% | 577,893 | 115,532 | |
ALAB | Astera Labs Inc | 2025-03-31 | Add Add | +0.85% | 59.67 ($92.51) 143.64 | $95.90 | 3.66% | Add 33.28% | 707,130 | 176,572 |
Analog Century Management LP Total Holding History ($B)
Analog Century Management LP's Asset Allocation
Analog Century Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Analog Century Management LP's Hypothetical Growth since 2025-03-31
Analog Century Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Analog Century Management LP's Holdings Heat Map
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Analog Century Management LP's Holdings Bubble Chart
Analog Century Management LP News
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