Analog Century Management LP Portfolio Holdings by Sector

Analog Century Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA TSM AVGO AMD MTSI ALGM ON MRVL 11 stocks	$605,035 52.17% of portfolio	7	4	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH FN 2 stocks	$142,129 12.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology LITE CIEN 2 stocks	$111,187 9.59% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT 2 stocks	$110,625 9.54% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$67,261 5.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$56,797 4.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$35,096 3.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology ST 1 stocks	$31,590 2.72% of portfolio	-	1	-	-	0 Calls 0 Puts

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