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13F-HR/A filed by Analog Century Management LP

Analog Century Management LP filed this 13F-HR/A for the quarter ended 2020-12-31, filed 2021-02-16, with 23 holding rows worth $165,763,000.

Accession
0001753384-21-000005
Filed
2021-02-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2020

A holdings report, amendment of type restatement, 23 entries on the cover page, a total value of $165,763,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $165,763,000 with VALUE read as thousands by filing date, 13F file number 028-20687. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Micron Technology,Inc.595112103COM153,835$11,565,000thousands by filing date
Broadcom Inc.11135F101COM24,050$10,530,000thousands by filing date
MICROCHIP TECHNOLOGY INC. COM595017104Stock75,700$10,455,000thousands by filing date
MARVELL TECHNOLOGY GROUP LTDG5876H105ORD218,900$10,407,000thousands by filing date
Applied Materials,Inc.038222105COM113,798$9,821,000thousands by filing date
LUMENTUM HLDGS INC COM55024U109Stock95,615$9,064,000thousands by filing date
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock163,913$9,022,000thousands by filing date
NVIDIA Corp67066G104COM17,275$9,021,000thousands by filing date
Qualcomm Incorporated747525103COM54,000$8,226,000thousands by filing date
Advanced Micro Devices,Inc.007903107COM86,900$7,970,000thousands by filing date
KLA CORP482480100COM27,215$7,046,000thousands by filing date
Analog Devices,Inc.032654105COM46,612$6,886,000thousands by filing date
AMKOR TECHNOLOGY INC COM031652100Stock384,900$5,804,000thousands by filing date
VICOR CORP925815102COM58,573$5,402,000thousands by filing date
INFINERA CORP45667G103COMMON STOCK510,031$5,345,000thousands by filing date
ON SEMICONDUCTOR CORP COM682189105Stock162,334$5,313,000thousands by filing date
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock40,082$5,294,000thousands by filing date
NXP SEMICONDUCTORS N V COMN6596X109Stock32,900$5,231,000thousands by filing date
CIENA CORP COM NEW171779309Stock96,567$5,104,000thousands by filing date
DIODES INC COM254543101Stock69,283$4,884,000thousands by filing date
STMICROELECTRONICS N V NY REGISTRY861012102ADR126,800$4,707,000thousands by filing date
FABRINET SHSG3323L100Stock59,436$4,612,000thousands by filing date
VIAVI SOLUTIONS INC925550105COM270,700$4,054,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001753926-21-000043 superseded2021-02-11acceptance time not in the bulk data set
13F-HR/A 0001753384-21-000005this filing2021-02-16acceptance time not in the bulk data set