List of top 200 securities held by Analog Century Management LP:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-02-14 09:50:42
Total Holdings: 23
Assets Under Management (AUM) :
$1,495,439,225 ($1.495B)
Reporting Manager: Jeffrey D. Mead
Address:
60 EAST 42ND STREET, SUITE 3110
NEW YORK, NY 10165
Since 2020-12-31: total money flow = $877.736M, gains and losses = $451.94M
| 1 | NVIDIA CORP NVDA | 2024Q4 | 783,001 | $105.149M ($134.29) | 7.03% |  | | History |
| 2 | TAIWAN SEMICON MFG LTD TSM | 2024Q4 | 506,863 | $100.10M ($197.49) | 6.69% | | | History |
| 3 | BROADCOM INC AVGO | 2024Q4 | 417,426 | $96.776M ($231.84) | 6.47% | | | History |
| 4 | AMPHENOL CORP APH | 2024Q4 | 1,306,011 | $90.702M ($69.45) | 6.07% | | | History |
| 5 | MARVELL TECHNOLOGY INC MRVL | 2024Q4 | 735,573 | $81.244M ($110.45) | 5.43% | | | History |
| 6 | SYNOPSYS INC SNPS | 2024Q4 | 164,809 | $79.992M ($485.36) | 5.35% | | | History |
| 7 | ON SEMICONDUCTOR CORP ON | 2024Q4 | 1,116,581 | $70.40M ($63.05) | 4.71% | | | History |
| 8 | ASTERA LABS INC ALAB | 2024Q4 | 530,558 | $70.272M ($132.45) | 4.70% | | | History |
| 9 | FABRINET FN | 2024Q4 | 316,662 | $69.628M ($219.88) | 4.66% | | | History |
| 10 | ARISTA NETWORKS INC ANET | 2024Q4 | 602,304 | $66.573M ($110.53) | 4.45% | | | History |
Showing 1 to 10 of 23 entries
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