Analog Century Management LP Portfolio Holdings by Sector

Analog Century Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA TSM AVGO MRVL ON MTSI AMD GFS 11 stocks	$746,250 54.93% of portfolio	6	5	2	-	0 Calls 0 Puts
Electronic Components \| Technology APH FN 2 stocks	$160,329 11.8% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT 2 stocks	$124,240 9.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN MSI 2 stocks	$106,865 7.87% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$79,991 5.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$57,271 4.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$46,561 3.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology ST 1 stocks	$37,077 2.73% of portfolio	1	-	-	-	0 Calls 0 Puts

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