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13F-HR filed by Analog Century Management LP

Analog Century Management LP filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-08-10, with 17 holding rows worth $184,092,000.

Accession
0001753384-22-000007
Filed
2022-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2022

A holdings report, 17 entries on the cover page, a total value of $184,092,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $184,092,000 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
Broadcom Inc.11135F101COM36,530$17,747,000thousands by filing date
KLA CORP482480100COM53,415$17,043,000thousands by filing date
MICROCHIP TECHNOLOGY INC. COM595017104Stock275,330$15,992,000thousands by filing date
ON SEMICONDUCTOR CORP COM682189105Stock271,684$13,669,000thousands by filing date
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock288,853$13,316,000thousands by filing date
Applied Materials,Inc.038222105COM145,048$13,196,000thousands by filing date
SEMTECH CORP COM816850101Stock237,900$13,078,000thousands by filing date
MARVELL TECHNOLOGY INC573874104COM284,538$12,386,000thousands by filing date
STMICROELECTRONICS N V NY REGISTRY861012102ADR382,200$12,028,000thousands by filing date
Advanced Micro Devices,Inc.007903107COM127,680$9,764,000thousands by filing date
MONOLITHIC PWR SYS INC COM609839105Stock24,750$9,505,000thousands by filing date
CIENA CORP COM NEW171779309Stock205,467$9,390,000thousands by filing date
NVIDIA Corp67066G104COM47,970$7,272,000thousands by filing date
NXP SEMICONDUCTORS N V COMN6596X109Stock48,821$7,227,000thousands by filing date
FABRINET SHSG3323L100Stock76,065$6,169,000thousands by filing date
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK9,803$4,683,000thousands by filing date
TERADYNE INC COM880770102Stock18,168$1,627,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001753384-22-000007this filing2022-08-10acceptance time not in the bulk data set