- New Purchases: TER,
- Added Positions: MU, SMTC, VICR, KLAC, STM, AVGO, MCHP, MPWR, NXPI,
- Reduced Positions: ON, CALX, FN, AMKR, MRVL, CIEN, AMD,
- Sold Out: ADI, 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
These are the top 5 holdings of Analog Century Management LP- Marvell Technology Inc (MRVL) - 302,658 shares, 7.21% of the total portfolio. Shares reduced by 6.21%
- Advanced Micro Devices Inc (AMD) - 179,680 shares, 7.04% of the total portfolio. Shares reduced by 1.78%
- Applied Materials Inc (AMAT) - 162,848 shares, 6.98% of the total portfolio. Shares reduced by 0.91%
- Calix Inc (CALX) - 311,467 shares, 6.78% of the total portfolio. Shares reduced by 13.15%
- ON Semiconductor Corp (ON) - 356,284 shares, 6.59% of the total portfolio. Shares reduced by 15.84%
Analog Century Management LP initiated holding in Teradyne Inc. The purchase prices were between $107.27 and $168.56, with an estimated average price of $141.64. The stock is now traded at around $114.830000. The impact to a portfolio due to this purchase was 4.17%. The holding were 93,600 shares as of 2021-12-31.
Added: Micron Technology Inc (MU)Analog Century Management LP added to a holding in Micron Technology Inc by 57.39%. The purchase prices were between $66.38 and $96.17, with an estimated average price of $78.57. The stock is now traded at around $90.800000. The impact to a portfolio due to this purchase was 1.63%. The holding were 175,700 shares as of 2021-12-31.
Added: Semtech Corp (SMTC)Analog Century Management LP added to a holding in Semtech Corp by 39.71%. The purchase prices were between $74.76 and $91.99, with an estimated average price of $85.33. The stock is now traded at around $69.820000. The impact to a portfolio due to this purchase was 0.88%. The holding were 127,000 shares as of 2021-12-31.
Added: Vicor Corp (VICR)Analog Century Management LP added to a holding in Vicor Corp by 27.31%. The purchase prices were between $114.68 and $162.93, with an estimated average price of $141.53. The stock is now traded at around $95.180000. The impact to a portfolio due to this purchase was 0.71%. The holding were 96,274 shares as of 2021-12-31.
Sold Out: Analog Devices Inc (ADI)Analog Century Management LP sold out a holding in Analog Devices Inc. The sale prices were between $164.02 and $188.8, with an estimated average price of $177.37.
Sold Out: Diodes Inc (DIOD)Analog Century Management LP sold out a holding in Diodes Inc. The sale prices were between $85.49 and $112.42, with an estimated average price of $101.74.
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