Analog Century Management LP has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $717 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $53.2M, Taiwan Semiconductor Manufacturing CO LTD with a value of $42.2M, Applied Materials Inc with a value of $40.8M, Synopsys Inc with a value of $39.4M, and On Semiconductor Corp with a value of $38.4M.

Examining the 13F form we can see an increase of $285M in the current position value, from $432M to 717M.

Analog Century Management LP is based out at New York, NY

Below you can find more details about Analog Century Management LP portfolio as well as his latest detailed transactions.

Portfolio value $717 Million
Technology: $695 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $717 Million
  • Prior Value $432 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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