Analog Century Management LP Purchases and Sells in Q1 2024

Analog Century Management LP

$717 Million
Q1 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNPS	29.1K + 72.82%	$484.81 - $602.01 $14.1M - $17.5M	69K $39.4M
TSM	77.4K + 33.3%	$99.13 - $149.2 $7.67M - $11.5M	310K $42.2M
MPWR	20.4K + 58.81%	$571.06 - $767.6 $11.7M - $15.7M	55.1K $37.3M
ALGM	520K + 127.31%	$25.56 - $32.48 $13.3M - $16.9M	928K $25M
ON	213K + 68.65%	$70.19 - $82.96 $14.9M - $17.7M	523K $38.4M
PSTG	142K + 46.84%	$34.82 - $57.16 $4.96M - $8.14M	447K $23.2M

New Holdings

3 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRVL	489K New	$56.76 - $85.09 $27.8M - $41.6M	489K $34.7M
MBLY	684K New	$23.74 - $41.34 $16.2M - $28.3M	684K $22M
ARW	87.9K New	$108.98 - $130.11 $9.57M - $11.4M	87.9K $11.4M

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CIEN	-23.1K - 5.69%	$44.58 - $62.48 $1.03M - $1.44M	382K $18.9M
AMD	-10.9K - 5.21%	$135.32 - $211.38 $1.47M - $2.3M	198K $35.8M
SMCI	-41.4K - 60.03%	$280.64 - $1188.07 $11.6M - $49.1M	27.5K $27.8M
NVDA	-1.94K - 3.19%	$475.69 - $950.02 $923K - $1.84M	58.9K $53.2M

Activity Summary All Purchases 20 New Holdings 3 Increased Positions 17 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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