Get Premium to unlock powerful stock data

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

Author's Avatar
insider
Oct 27, 2021
Article's Main Image
Investment company Analog Century Management LP (Current Portfolio) buys ON Semiconductor Corp, Semtech Corp, Ciena Corp, Calix Inc, Analog Devices Inc, sells Micron Technology Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Analog Century Management LP. As of 2021Q3, Analog Century Management LP owns 21 stocks with a total value of $289 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Analog Century Management LP
  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%
New Purchase: Semtech Corp (SMTC)

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.

Added: ON Semiconductor Corp (ON)

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.

Added: Ciena Corp (CIEN)

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.

Added: Calix Inc (CALX)

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.

Added: Analog Devices Inc (ADI)

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.



Here is the complete portfolio of Analog Century Management LP. Also check out:

1. Analog Century Management LP's Undervalued Stocks
2. Analog Century Management LP's Top Growth Companies, and
3. Analog Century Management LP's High Yield stocks
4. Stocks that Analog Century Management LP keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus