Analog Century Management LP Portfolio Holdings by Sector

Analog Century Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM NVDA AVGO AMD MTSI ON MRVL STM 11 stocks	$906,381 55.02% of portfolio	9	2	-	-	0 Calls 0 Puts
Electronic Components \| Technology FN APH GLW 3 stocks	$257,841 15.65% of portfolio	1	2	1	-	0 Calls 0 Puts
Communication Equipment \| Technology LITE CIEN 2 stocks	$159,441 9.68% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC CAMT 2 stocks	$133,087 8.08% of portfolio	1	1	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$57,507 3.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology ANSS 1 stocks	$54,792 3.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$46,431 2.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology ST 1 stocks	$31,929 1.94% of portfolio	-	1	-	-	0 Calls 0 Puts

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