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13F-HR filed by Analog Century Management LP

Analog Century Management LP filed this 13F-HR for the quarter ended 2021-06-30, filed 2021-08-05, with 20 holding rows worth $249,193,000.

Accession
0001753384-21-000009
Filed
2021-08-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2021

A holdings report, 20 entries on the cover page, a total value of $249,193,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $249,193,000 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
Applied Materials,Inc.038222105COM144,998$20,648,000thousands by filing date
Micron Technology,Inc.595112103COM236,735$20,118,000thousands by filing date
MARVELL TECHNOLOGY INC573874104COM299,188$17,452,000thousands by filing date
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock271,403$17,392,000thousands by filing date
MICROCHIP TECHNOLOGY INC. COM595017104Stock104,890$15,706,000thousands by filing date
Broadcom Inc.11135F101COM32,930$15,702,000thousands by filing date
Advanced Micro Devices,Inc.007903107COM158,350$14,874,000thousands by filing date
STMICROELECTRONICS N V NY REGISTRY861012102ADR408,000$14,843,000thousands by filing date
NVIDIA Corp67066G104COM18,545$14,838,000thousands by filing date
NXP SEMICONDUCTORS N V COMN6596X109Stock67,265$13,838,000thousands by filing date
CALIX INC13100M509COM279,331$13,268,000thousands by filing date
KLA CORP482480100COM33,985$11,018,000thousands by filing date
Analog Devices,Inc.032654105COM54,612$9,402,000thousands by filing date
VICOR CORP925815102COM80,823$8,546,000thousands by filing date
ON SEMICONDUCTOR CORP COM682189105Stock210,834$8,071,000thousands by filing date
FABRINET SHSG3323L100Stock82,465$7,906,000thousands by filing date
MONOLITHIC PWR SYS INC COM609839105Stock19,000$7,096,000thousands by filing date
AMKOR TECHNOLOGY INC COM031652100Stock291,803$6,907,000thousands by filing date
CIENA CORP COM NEW171779309Stock111,367$6,336,000thousands by filing date
DIODES INC COM254543101Stock65,583$5,232,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001753384-21-000009this filing2021-08-05acceptance time not in the bulk data set