ANALOG CENTURY MANAGEMENT LP
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| NVDA | NVIDIA | 811,016 | +28,015 | +3.58% | $47.92 | 7.12% | 0.00% | 87,897,914 | 2025-03-31 | ||||||
| TSM | TAIWAN SEMICONDUCTOR | 529,457 | +22,594 | +4.46% | $121.41 | 7.12% | 0.00% | 87,889,862 | 2025-03-31 | ||||||
| APH | AMPHENOL | 1,177,067 | -128,944 | -9.87% | $64.37 | 6.26% | 0.10% | 77,203,825 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 451,035 | +33,609 | +8.05% | $102.53 | 6.12% | 0.01% | 75,516,790 | 2025-03-31 | ||||||
| SNPS | SYNOPSYS | 156,842 | -7,967 | -4.83% | $480.12 | 5.45% | 0.10% | 67,261,692 | 2025-03-31 | ||||||
| FN | FABRINET | 328,725 | +12,063 | +3.81% | $180.08 | 5.26% | 0.92% | 64,926,475 | 2025-03-31 | ||||||
| KLAC | KLA | 93,059 | -9,959 | -9.67% | $575.75 | 5.13% | 0.07% | 63,261,508 | 2025-03-31 | ||||||
| AMD | ADVANCED MICRO DEVICES | 605,462 | +158,615 | +35.50% | $120.86 | 5.04% | 0.04% | 62,205,166 | 2025-03-31 | ||||||
| LITE | LUMENTUM HOLDINGS | 968,039 | +968,039 | Open | $76.23 | 4.89% | 1.39% | 60,347,551 | 2025-03-31 | ||||||
| MTSI | MACOM TECHNOLOGY SOLUTIONS HOLDINGS | 577,893 | +115,532 | +24.99% | $89.85 | 4.70% | 0.78% | 58,008,899 | 2025-03-31 | ||||||
| AXON | AXON ENTERPRISE | 107,991 | +11,626 | +12.06% | $378.80 | 4.60% | 0.14% | 56,797,866 | 2025-03-31 | ||||||
| CIEN | CIENA | 841,311 | +208,509 | +32.95% | $58.46 | 4.12% | 0.59% | 50,840,424 | 2025-03-31 | ||||||
| ALGM | ALLEGRO MICROSYSTEMS | 1,932,170 | -69,268 | -3.46% | $27.42 | 3.93% | 1.05% | 48,555,432 | 2025-03-31 | ||||||
| AMAT | APPLIED MATERIALS | 326,381 | -38,422 | -10.53% | $154.60 | 3.84% | 0.04% | 47,364,411 | 2025-03-31 | ||||||
| ON | ON SEMICONDUCTOR | 1,135,587 | +19,006 | +1.70% | $67.24 | 3.74% | 0.27% | 46,207,035 | 2025-03-31 | ||||||
| ALAB | ASTERA LABS INC | 707,130 | +176,572 | +33.28% | $57.06 | 3.42% | 0.43% | 42,194,447 | 2025-03-31 | ||||||
| MRVL | MARVELL TECHNOLOGY | 656,961 | -78,612 | -10.69% | $69.53 | 3.28% | 0.08% | 40,449,089 | 2025-03-31 | ||||||
| RMBS | RAMBUS | 680,113 | -145,175 | -17.59% | $50.05 | 2.85% | 0.63% | 35,212,851 | 2025-03-31 | ||||||
| ARW | ARROW ELECTRONICS | 338,023 | -73,587 | -17.88% | $124.92 | 2.84% | 0.65% | 35,096,928 | 2025-03-31 | ||||||
| STM | STMICROELECTRONICS NV | 1,589,804 | +1,589,804 | Open | $24.67 | 2.83% | 0.00% | 34,912,096 | 2025-03-31 | ||||||
| SMCI | SUPER MICRO COMPUTER | 942,865 | +942,865 | Open | $42.45 | 2.62% | 0.16% | 32,283,698 | 2025-03-31 | ||||||
| ST | SENSATA TECHNOLOGIES HOLDING | 1,301,636 | -51,570 | -3.81% | $36.66 | 2.56% | 0.89% | 31,590,706 | 2025-03-31 | ||||||
| TSEM | TOWER SEMICONDUCTOR | 790,279 | -3,160 | -0.40% | $31.34 | 2.28% | 0.00% | 28,181,349 | 2025-03-31 | ||||||
| ANET | ARISTA NETWORKS | 0 | -602,304 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| MSI | MOTOROLA SOLUTIONS | 0 | -115,090 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| GFS | GLOBALFOUNDRIES | 0 | -1,172,167 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||