Analog Century Management Lp Top Holdings and 13F Report (2024) About Analog Century Management LpInvestment ActivityAnalog Century Management Lp has $1.50 billion in total holdings as of June 30, 2024.Analog Century Management Lp owns shares of 23 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 18.75% of the portfolio was purchased this quarter.About 26.45% of the portfolio was sold this quarter.This quarter, Analog Century Management Lp has purchased 23 new stocks and bought additional shares in 12 stocks.Analog Century Management Lp sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $105,149,204Taiwan Semiconductor Manufacturing $100,100,374Broadcom $96,776,044Amphenol $90,702,464Marvell Technology $81,244,038 Largest New Holdings this Quarter ARISTA NETWORKS INC $66,572,661 HoldingMotorola Solutions $53,198,051 HoldingGlobalFoundries $50,297,686 HoldingRambus $43,624,724 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 602,304 shares (about $66.57M)Motorola Solutions 115,090 shares (about $53.20M)GlobalFoundries 1,172,167 shares (about $50.30M)Rambus 825,288 shares (about $43.62M)KLA 23,233 shares (about $14.64M) Largest Sales this Quarter Marvell Technology 500,503 shares (about $55.28M)ASTERA LABS INC 375,819 shares (about $49.78M)Ciena 123,230 shares (about $10.45M)MACOM Technology Solutions 71,959 shares (about $9.35M)Advanced Micro Devices 76,308 shares (about $9.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnalog Century Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$105,149,204$1,494,648 ▲1.4%783,0017.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$100,100,374$2,653,278 ▲2.7%506,8636.7%Computer and TechnologyAVGOBroadcom$96,776,044$4,930,078 ▼-4.8%417,4266.5%Computer and TechnologyAPHAmphenol$90,702,464$2,179,549 ▲2.5%1,306,0116.1%Computer and TechnologyMRVLMarvell Technology$81,244,038$55,280,556 ▼-40.5%735,5735.4%Computer and TechnologySNPSSynopsys$79,991,696$9,099,529 ▲12.8%164,8095.3%Computer and TechnologyONOnsemi$70,400,432$3,079,299 ▲4.6%1,116,5814.7%Computer and TechnologyASTERA LABS INC$70,272,407$49,777,226 ▼-41.5%530,5584.7%COMFNFabrinet$69,627,641$13,342,978 ▲23.7%316,6624.7%Computer and TechnologyARISTA NETWORKS INC$66,572,661$66,572,661 ▲New Holding602,3044.5%COM SHSKLACKLA$64,913,702$14,639,578 ▲29.1%103,0184.3%Computer and TechnologyMTSIMACOM Technology Solutions$60,065,318$9,348,194 ▼-13.5%462,3614.0%Computer and TechnologyAMATApplied Materials$59,327,912$8,498,719 ▲16.7%364,8034.0%Computer and TechnologyAXONAxon Enterprise$57,271,647$2,560,331 ▲4.7%96,3653.8%AerospaceAMDAdvanced Micro Devices$53,974,649$9,217,243 ▼-14.6%446,8473.6%Computer and TechnologyCIENCiena$53,667,938$10,451,136 ▼-16.3%632,8023.6%Computer and TechnologyMSIMotorola Solutions$53,198,051$53,198,051 ▲New Holding115,0903.6%Computer and TechnologyGFSGlobalFoundries$50,297,686$50,297,686 ▲New Holding1,172,1673.4%Computer and TechnologyARWArrow Electronics$46,561,323$1,503,025 ▲3.3%411,6103.1%Computer and TechnologyALGMAllegro MicroSystems$43,751,435$6,382,901 ▲17.1%2,001,4382.9%Computer and TechnologyRMBSRambus$43,624,724$43,624,724 ▲New Holding825,2882.9%Computer and TechnologyTSEMTower Semiconductor$40,870,043$4,465,814 ▼-9.9%793,4392.7%Computer and TechnologySTSensata Technologies$37,077,844$1,293,390 ▲3.6%1,353,2062.5%Computer and TechnologyMPWRMonolithic Power Systems$0$96,000,080 ▼-100.0%00.0%Computer and TechnologyCELESTICA INC$0$61,560,033 ▼-100.0%00.0%COMANETArista Networks$0$51,489,837 ▼-100.0%00.0%Computer and TechnologySTMSTMicroelectronics$0$43,037,059 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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