Analog Century Management LP - Q2 2022 holdings

$184 Million is the total value of Analog Century Management LP's 17 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q2 2022
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-08-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
BROADCOM ORD12Q3 20239.6%
APPLIED MATLS INC12Q3 20238.9%
ON SEMICONDUCTOR ORD12Q3 20238.8%
ADVANCED MICRO DEVICES ORD12Q3 20238.7%
NVIDIA ORD12Q3 20239.5%
MICROCHIP TECHNOLOGY ORD12Q3 20238.7%
MACOM TECH SOLUTIONS HLDGS I12Q3 20237.2%
STMICROELECTRONICS N V12Q3 20237.5%
KLA ORD12Q3 20239.3%
FABRINET ORD12Q3 20237.1%

View Analog Century Management LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-06
13F-HR2022-10-21
13F-HR2022-08-10
13F-HR2022-05-13
13F-HR2022-02-14
13F-HR2021-10-27

View Analog Century Management LP's complete filings history.

Compare quarters

Export Analog Century Management LP's holdings