Analog Century Management Lp Top Holdings and 13F Report (2024) → Who are Nvidia’s New Silent Partners? (From Weiss Ratings) (Ad) About Analog Century Management LpInvestment ActivityAnalog Century Management Lp has $717.02 million in total holdings as of March 31, 2024.Analog Century Management Lp owns shares of 24 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 32.18% of the portfolio was purchased this quarter.About 7.96% of the portfolio was sold this quarter.This quarter, Analog Century Management Lp has purchased 23 new stocks and bought additional shares in 17 stocks.Analog Century Management Lp sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $53,246,791Taiwan Semiconductor Manufacturing $42,151,827Applied Materials $40,813,536Synopsys $39,412,926Onsemi $38,446,130 Largest New Holdings this Quarter Marvell Technology $34,689,593 HoldingMobileye Global $21,974,943 HoldingArrow Electronics $11,374,097 Holding Largest Purchases this Quarter Marvell Technology 489,413 shares (about $34.69M)Mobileye Global 683,513 shares (about $21.97M)Synopsys 29,060 shares (about $16.61M)Onsemi 212,783 shares (about $15.65M)STMicroelectronics 353,103 shares (about $15.27M) Largest Sales this Quarter Super Micro Computer 41,357 shares (about $41.77M)Advanced Micro Devices 10,895 shares (about $1.97M)NVIDIA 1,941 shares (about $1.75M)Ciena 23,063 shares (about $1.14M) 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$53,246,791$1,753,810 ▼-3.2%58,9307.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$42,151,827$10,530,542 ▲33.3%309,8265.9%Computer and TechnologyAMATApplied Materials$40,813,536$3,801,025 ▲10.3%197,9035.7%Computer and TechnologySNPSSynopsys$39,412,926$16,607,790 ▲72.8%68,9645.5%Computer and TechnologyONOnsemi$38,446,130$15,650,190 ▲68.7%522,7215.4%Computer and TechnologyAVGOBroadcom$37,677,430$7,195,651 ▲23.6%28,4275.3%Computer and TechnologySTMSTMicroelectronics$37,388,244$15,268,174 ▲69.0%864,6685.2%Computer and TechnologyMPWRMonolithic Power Systems$37,322,455$13,820,723 ▲58.8%55,0955.2%Computer and TechnologyAMDAdvanced Micro Devices$35,757,054$1,966,439 ▼-5.2%198,1115.0%Computer and TechnologyMRVLMarvell Technology$34,689,593$34,689,593 ▲New Holding489,4134.8%Business ServicesMTSIMACOM Technology Solutions$33,860,673$6,714,693 ▲24.7%354,0434.7%Computer and TechnologyKLACKLA$29,882,729$4,667,146 ▲18.5%42,7774.2%Computer and TechnologyFNFabrinet$29,835,862$5,828,243 ▲24.3%157,8454.2%Computer and TechnologySMCISuper Micro Computer$27,808,146$41,771,811 ▼-60.0%27,5323.9%Computer and TechnologyALGMAllegro MicroSystems$25,011,601$14,008,497 ▲127.3%927,7303.5%Computer and TechnologyPSTGPure Storage$23,220,710$7,407,119 ▲46.8%446,6383.2%Computer and TechnologyANETArista Networks$22,979,755$7,556,299 ▲49.0%79,2463.2%Computer and TechnologyMBLYMobileye Global$21,974,943$21,974,943 ▲New Holding683,5133.1%Auto/Tires/TrucksTSEMTower Semiconductor$21,967,685$7,014,398 ▲46.9%656,7323.1%Computer and TechnologyCIENCiena$18,898,949$1,140,465 ▼-5.7%382,1832.6%Computer and TechnologyHLITHarmonic$18,854,143$9,074,970 ▲92.8%1,402,8382.6%Computer and TechnologySTSensata Technologies$17,672,785$10,003,420 ▲130.4%481,0232.5%Computer and TechnologyCALXCalix$16,774,052$7,570,958 ▲82.3%505,8522.3%Computer and TechnologyARWArrow Electronics$11,374,097$11,374,097 ▲New Holding87,8581.6%Computer and TechnologyMCHPMicrochip Technology$0$7,164,170 ▼-100.0%00.0%Computer and TechnologyCHTRCharter Communications$0$3,282,403 ▼-100.0%00.0%Consumer DiscretionaryShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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