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CIK: 0001753384
Total reported value
$2.7B
$2.7B
23 檔
16.5%
As reported in its official Q3 2024 Form 13F filing, Analog Century Management LP's tracked investment portfolio stood at $2.7B with 23 total positions.
In Q3 2024, Analog Century Management LP displayed an active expansion posture, initiating 4 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 6.53% | — | +28.21% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.37% | -1.29% | +35.07% | |
| 3 | MRVL | Marvell Technology Inc | Stock-Tech | 6.06% | +2.01% | +51.55% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 5.84% | — | +53.71% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.83% | +0.29% | +24.90% | |
| 6 | APH | Amphenol Corp-cl A | Stock-Tech | 5.65% | +0.52% | — | |
| 7 | ON | On Semiconductor | Stock-Tech | 5.27% | — | +48.72% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 5.14% | -1.63% | +1100.48% | |
| 9 | SNPS | Synopsys Inc | Stock-Tech | 5.03% | — | +56.81% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 4.29% | +1.26% | +25.46% | |
| 11 | KLAC | Kla CORP | Stock-Tech | 4.20% | — | +29.92% | |
| 12 | CLS | Celestica Inc | Stock-Tech | 4.18% | — | +46.27% | |
| 13 | FN | Fabrinet | Stock-Tech | 4.11% | -1.95% | +58.24% | |
| 14 | MTSI | Macom Technology Solutions H | Stock-Tech | 4.04% | -0.50% | +23.42% | |
| 15 | ARW | Arrow Electronics Inc | Stock-Tech | 3.60% | — | +74.47% | |
| 16 | ANETEUR | Arista Networks Inc | Stock-Other | 3.50% | — | +49.62% | |
| 17 | ALAB | Astera Labs Inc | Stock-Tech | 3.23% | +1.84% | — | |
| 18 | ST | Sensata Technologies Holding plc | Stock-Tech | 3.18% | -2.47% | EXIT | |
| 19 | CIEN | Ciena CORP | Stock-Tech | 3.17% | -0.53% | — | |
| 20 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 2.93% | -1.02% | +21.67% | |
| 21 | ALGM | Allegro Microsystems Inc | Stock-Other | 2.71% | — | +80.36% | |
| 22 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.65% | -0.45% | +42.88% | |
| 23 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.50% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +5.7% | NEW | New buy |
| 2 | ALAB | Astera Labs Inc | +3.2% | NEW | New buy |
| 3 | CIEN | Ciena CORP | +3.2% | NEW | New buy |
| 4 | AXON | Axon Enterprise Inc | +2.5% | NEW | New buy |
| 5 | ARW | Arrow Electronics Inc | +0.9% | +74.47% | Add |
| 6 | MRVL | Marvell Technology Inc | +0.4% | +51.55% | Add |
| 7 | ON | On Semiconductor | +0.4% | +48.72% | Add |
| 8 | ANETEUR | Arista Networks Inc | +0.4% | +49.62% | Add |
| 9 | AMD | Advanced Micro Devices | +0.4% | +53.71% | Add |
| 10 | TSEM | Tower Semiconductor Ltd. | +0.3% | +42.88% | Add |
| 11 | ST | Sensata Technologies Holding plc | +0.2% | +64.14% | Add |
| 12 | FN | Fabrinet | +0.2% | +58.24% | Add |
| 13 | ALGM | Allegro Microsystems Inc | +0.1% | +80.36% | Add |
| 14 | MPWR | Monolithic Power Systems Inc | -0.1% | +28.21% | Add |
| 15 | SNPS | Synopsys Inc | -0.5% | +56.81% | Add |
| 16 | CLS | Celestica Inc | -0.5% | +46.27% | Add |
| 17 | NVDA | Nvidia CORP | -0.6% | +35.07% | Add |
| 18 | AVGO | Broadcom Inc | -0.7% | +1100.48% | Add |
| 19 | MTSI | Macom Technology Solutions H | -0.7% | +23.42% | Add |
| 20 | KLAC | Kla CORP | -0.8% | +29.92% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | -1% | +24.90% | Add |
| 22 | AMAT | Applied Materials Inc | -1.5% | +25.46% | Add |
| 23 | CALX | Calix Inc | -1.6% | EXIT | Sold out |
| 24 | STM | Stmicroelectronics Nv-ny Shs | -1.7% | +21.67% | Add |
| 25 | MBLY | Mobileye Global Inc-a | -2.1% | EXIT | Sold out |
| 26 | SMCIUSD | Super Micro Computer Inc | -2.6% | EXIT | Sold out |
| 27 | P | Everpure Inc-a | -3.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Analog Century Management LP reported a total U.S. public equity portfolio value of $2.7B across 23 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MPWR, NVDA, MRVL) accounted for 16.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
APH
市值: $83.1M
Top Position Liquidated / Trimmed
P
前期市值: $33.4M
During Q3 2024, Analog Century Management LP's top holdings by market value included MPWR (6.5%)、NVDA (6.4%)、MRVL (6.1%). The largest single position, MPWR, represented 6.5% of total portfolio value.
In Q3 2024, Analog Century Management LP made 27 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 0 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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