Analog Century Management LP Buys ON Semiconductor Corp, Semtech Corp, Ciena Corp, Sells Micron Technology Inc

• New Purchases: SMTC,
• Added Positions: ON, CIEN, CALX, ADI, AMD, AMAT, KLAC, MRVL, NXPI, MCHP, STM, MPWR, AVGO, AMKR, NVDA,
• Reduced Positions: MU, MTSI, VICR, DIOD,

For the details of Analog Century Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/analog+century+management+lp/current-portfolio/portfolio

1. Applied Materials Inc (AMAT) - 164,348 shares, 7.33% of the total portfolio. Shares added by 13.35%
2. Marvell Technology Inc (MRVL) - 322,688 shares, 6.74% of the total portfolio. Shares added by 7.85%
3. ON Semiconductor Corp (ON) - 423,334 shares, 6.71% of the total portfolio. Shares added by 100.79%
4. STMicroelectronics NV (STM) - 436,100 shares, 6.59% of the total portfolio. Shares added by 6.89%
5. Advanced Micro Devices Inc (AMD) - 182,930 shares, 6.52% of the total portfolio. Shares added by 15.52%

Analog Century Management LP initiated holding in Semtech Corp. The purchase prices were between $59.32 and $82.39, with an estimated average price of $68.63. The stock is now traded at around $81.784900. The impact to a portfolio due to this purchase was 2.45%. The holding were 90,900 shares as of 2021-09-30.

Analog Century Management LP added to a holding in ON Semiconductor Corp by 100.79%. The purchase prices were between $34.79 and $49.48, with an estimated average price of $42.72. The stock is now traded at around $45.095000. The impact to a portfolio due to this purchase was 3.37%. The holding were 423,334 shares as of 2021-09-30.

Analog Century Management LP added to a holding in Ciena Corp by 80.99%. The purchase prices were between $50.84 and $58.51, with an estimated average price of $55.6. The stock is now traded at around $54.310000. The impact to a portfolio due to this purchase was 1.6%. The holding were 201,567 shares as of 2021-09-30.

Analog Century Management LP added to a holding in Calix Inc by 28.39%. The purchase prices were between $42.07 and $52.99, with an estimated average price of $46.13. The stock is now traded at around $59.905000. The impact to a portfolio due to this purchase was 1.36%. The holding were 358,631 shares as of 2021-09-30.

Analog Century Management LP added to a holding in Analog Devices Inc by 35.16%. The purchase prices were between $158.98 and $178.53, with an estimated average price of $167.71. The stock is now traded at around $171.770000. The impact to a portfolio due to this purchase was 1.11%. The holding were 73,812 shares as of 2021-09-30.