Analog-Century-Management-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "FN",
  "ARW",
  "SMCI",
  "MTSI",
  "ALGM",
  "AVGO",
  "TSEM",
  "AMAT",
  "MRVL",
  "KLAC",
  "NVDA",
  "SNPS",
  "TSM",
  "ST",
  "LITE",
  "AXON",
  "APH",
  "AMD",
  "RMBS",
  "ON",
  "STM",
  "CIEN"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 23
Total Value: 1234206014
Accession Number: 0001420506-25-001171
Form Type: 13F-HR
CIK: analog-century-management-lp
Manager Name: Analog-Century-Management-Lp

Data Enrichment

100% identified

23 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $1,234,206.014K total value

23 positions

Manager:

SEC FilingSEC DataHachi Filing

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NVIDIA CORP

NVDA|67066G104

Shares:811.0K

Value:$87.9M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:529.5K

Value:$87.9M

AMPHENOL CORP /DE/

APH|032095101

Shares:1.2M

Value:$77.2M

Broadcom Inc.

AVGO|11135F101

Shares:451.0K

Value:$75.5M

SYNOPSYS INC

SNPS|871607107

Shares:156.8K

Value:$67.3M

Fabrinet

FN|G3323L100

Shares:328.7K

Value:$64.9M

KLA CORP

KLAC|482480100

Shares:93.1K

Value:$63.3M

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:605.5K

Value:$62.2M

Lumentum Holdings Inc.

LITE|55024U109

Shares:968.0K

Value:$60.3M

MACOM Technology Solutions Holdings, Inc.

MTSI|55405Y100

Shares:577.9K

Value:$58.0M

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:108.0K

Value:$56.8M

CIENA CORP

CIEN|171779309

Shares:841.3K

Value:$50.8M

ALLEGRO MICROSYSTEMS, INC.

ALGM|01749D105

Shares:1.9M

Value:$48.6M

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:326.4K

Value:$47.4M

ON SEMICONDUCTOR CORP

ON|682189105

Shares:1.1M

Value:$46.2M

Astera Labs, Inc.

ALAB|04626A103

Shares:707.1K

Value:$42.2M

Marvell Technology, Inc.

MRVL|573874104

Shares:657.0K

Value:$40.4M

RAMBUS INC

RMBS|750917106

Shares:680.1K

Value:$35.2M

ARROW ELECTRONICS, INC.

ARW|042735100

Shares:338.0K

Value:$35.1M

STMicroelectronics N.V.

STM|861012102

Shares:1.6M

Value:$34.9M

Instrument	Shares		Other Manager	Value
NVIDIA CORP(NVDAcusip67066G104)	811.0K	QoQ +3.57% (-28.0K) YoY +1276.23% (+752.1K)	All Managers (Combined)	$87.9M	QoQ -16.40% (-$17.3M) YoY +65.07% (+$34.7M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	529.5K	QoQ +4.45% (-22.6K) YoY +70.88% (+219.6K)	All Managers (Combined)	$87.9M	QoQ -12.19% (-$12.2M) YoY +108.50% (+$45.7M)
AMPHENOL CORP /DE/(APHcusip032095101)	1.2M	QoQ -9.87% (-128.9K) YoY NEW(+1.2M)	All Managers (Combined)	$77.2M	QoQ -14.88% (-$13.5M) YoY NEW(+$77.2M)
Broadcom Inc.(AVGOcusip11135F101)	451.0K	QoQ +8.05% (-33.6K) YoY +1486.64% (+422.6K)	All Managers (Combined)	$75.5M	QoQ -21.96% (-$21.3M) YoY +100.42% (+$37.8M)
SYNOPSYS INC(SNPScusip871607107)	156.8K	QoQ -4.83% (-8.0K) YoY +127.42% (+87.9K)	All Managers (Combined)	$67.3M	QoQ -15.91% (-$12.7M) YoY +70.65% (+$27.8M)
Fabrinet(FNcusipG3323L100)	328.7K	QoQ +3.80% (-12.1K) YoY +108.25% (+170.9K)	All Managers (Combined)	$64.9M	QoQ -6.75% (-$4.7M) YoY +117.61% (+$35.1M)
KLA CORP(KLACcusip482480100)	93.1K	QoQ -9.66% (-10.0K) YoY +117.54% (+50.3K)	All Managers (Combined)	$63.3M	QoQ -2.54% (-$1.7M) YoY +111.69% (+$33.4M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	605.5K	QoQ +35.49% (+158.6K) YoY +205.61% (+407.4K)	All Managers (Combined)	$62.2M	QoQ +15.24% (+$8.2M) YoY +73.96% (+$26.4M)
Lumentum Holdings Inc.(LITEcusip55024U109)	968.0K	QoQ NEW(+968.0K) YoY NEW(+968.0K)	All Managers (Combined)	$60.3M	QoQ NEW(+$60.3M) YoY NEW(+$60.3M)
MACOM Technology Solutions Holdings, Inc.(MTSIcusip55405Y100)	577.9K	QoQ +24.98% (-115.5K) YoY +63.22% (+223.8K)	All Managers (Combined)	$58.0M	QoQ -3.42% (-$2.1M) YoY +71.31% (+$24.1M)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	108.0K	QoQ +12.06% (-11.6K) YoY NEW(+108.0K)	All Managers (Combined)	$56.8M	QoQ -0.82% (-$473.8K) YoY NEW(+$56.8M)
CIENA CORP(CIENcusip171779309)	841.3K	QoQ +32.95% (-208.5K) YoY +120.13% (+459.1K)	All Managers (Combined)	$50.8M	QoQ -5.26% (-$2.8M) YoY +169.01% (+$31.9M)
ALLEGRO MICROSYSTEMS, INC.(ALGMcusip01749D105)	1.9M	QoQ -3.46% (-69.3K) YoY +108.26% (+1.0M)	All Managers (Combined)	$48.6M	QoQ +10.98% (-$4.8M) YoY +94.13% (+$23.5M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	326.4K	QoQ -10.53% (-38.4K) YoY +64.91% (+128.5K)	All Managers (Combined)	$47.4M	QoQ -20.16% (-$12.0M) YoY +16.05% (+$6.6M)
ON SEMICONDUCTOR CORP(ONcusip682189105)	1.1M	QoQ +1.70% (-19.0K) YoY +117.24% (+612.9K)	All Managers (Combined)	$46.2M	QoQ -34.36% (-$24.2M) YoY +20.18% (+$7.8M)
Astera Labs, Inc.(ALABcusip04626A103)	707.1K	QoQ +33.28% (-176.6K) YoY NEW(+707.1K)	All Managers (Combined)	$42.2M	QoQ -39.95% (-$28.1M) YoY NEW(+$42.2M)
Marvell Technology, Inc.(MRVLcusip573874104)	657.0K	QoQ -10.68% (-78.6K) YoY +34.23% (+167.5K)	All Managers (Combined)	$40.4M	QoQ -50.21% (-$40.8M) YoY +16.60% (+$5.8M)
RAMBUS INC(RMBScusip750917106)	680.1K	QoQ -17.59% (-145.2K) YoY NEW(+680.1K)	All Managers (Combined)	$35.2M	QoQ -19.28% (-$8.4M) YoY NEW(+$35.2M)
ARROW ELECTRONICS, INC.(ARWcusip042735100)	338.0K	QoQ -17.87% (-73.6K) YoY +284.73% (+250.2K)	All Managers (Combined)	$35.1M	QoQ -24.62% (-$11.5M) YoY +208.56% (+$23.7M)
STMicroelectronics N.V.(STMcusip861012102)	1.6M	QoQ NEW(+1.6M) YoY +83.86% (-725.1K)	All Managers (Combined)	$34.9M	QoQ NEW(+$34.9M) YoY -6.62% (-$2.5M)