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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Super Micro Computer, Inc.

SMCI|86800U302

Shares:942.9K

Value:$32.3M

Sensata Technologies Holding plc

ST|G8060N102

Shares:1.3M

Value:$31.6M

TOWER SEMICONDUCTOR LTD

TSEM|M87915274

Shares:790.3K

Value:$28.2M

Instrument	Shares		Other Manager	Value
Super Micro Computer, Inc.(SMCIcusip86800U302)	942.9K	QoQ NEW(+942.9K) YoY NEW(+942.9K)	All Managers (Combined)	$32.3M	QoQ NEW(+$32.3M) YoY NEW(+$32.3M)
Sensata Technologies Holding plc(STcusipG8060N102)	1.3M	QoQ -3.81% (-51.6K) YoY +170.59% (+820.6K)	All Managers (Combined)	$31.6M	QoQ -14.79% (-$5.5M) YoY +78.75% (+$13.9M)
TOWER SEMICONDUCTOR LTD(TSEMcusipM87915274)	790.3K	QoQ -0.39% (-3.2K) YoY +20.33% (+133.5K)	All Managers (Combined)	$28.2M	QoQ -31.04% (-$12.7M) YoY +28.28% (+$6.2M)