Analog Century Management LP Portfolio Holdings by Sector

Analog Century Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology MPWR NVDA MRVL AMD TSM ON AVGO MTSI 11 stocks	$784,890 57.63% of portfolio	11	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH FN 2 stocks	$143,621 10.55% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT KLAC 2 stocks	$124,904 9.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$73,955 5.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$52,893 3.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$51,489 3.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology ST 1 stocks	$46,833 3.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN 1 stocks	$46,556 3.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$36,785 2.7% of portfolio	1	-	1	-	0 Calls 0 Puts

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