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ACM

Analog Century Management Portfolio holdings

AUM $2.09B
1-Year Est. Return 186.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+186.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$92.9M
2
+$83.9M
3
+$73M
4
VIAV icon
Viavi Solutions
VIAV
+$73M
5
SIMO icon
Silicon Motion
SIMO
+$65.4M

Top Sells

1
+$96.8M
2
+$87.1M
3
+$84.5M
4
CAMT icon
Camtek
CAMT
+$73.8M
5
TEL icon
TE Connectivity
TEL
+$67M

Sector Composition

1 Technology 95%
2 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.02T
$131M 6.25%
750,125
+17,176
LITE icon
2
Lumentum
LITE
$68.1B
$111M 5.29%
157,688
-176,261
AVGO icon
3
Broadcom
AVGO
$1.79T
$110M 5.23%
354,061
+93,167
AKAM icon
4
Akamai
AKAM
$19.2B
$106M 5.08%
+927,023
AEIS icon
5
Advanced Energy
AEIS
$14B
$105M 5%
324,651
-139,288
ARM icon
6
Arm
ARM
$423B
$105M 4.99%
+691,364
TSM icon
7
TSMC
TSM
$2.21T
$102M 4.89%
302,885
-91,153
APH icon
8
Amphenol
APH
$195B
$98.7M 4.71%
780,955
+52,896
MTSI icon
9
MACOM Technology Solutions
MTSI
$28.1B
$96.9M 4.63%
436,346
-169,823
MSI icon
10
Motorola Solutions
MSI
$67.2B
$96.4M 4.6%
222,108
+36,623
CIEN icon
11
Ciena
CIEN
$60.9B
$96.1M 4.59%
247,412
-181,375
AMAT icon
12
Applied Materials
AMAT
$451B
$95.4M 4.55%
278,994
-125,448
VIAV icon
13
Viavi Solutions
VIAV
$12.4B
$91.9M 4.39%
+2,762,418
FN icon
14
Fabrinet
FN
$21.1B
$89.4M 4.27%
171,493
-1,805
HPE icon
15
Hewlett Packard
HPE
$64.1B
$86.6M 4.13%
3,635,167
+918,442
NOK icon
16
Nokia
NOK
$78B
$84.4M 4.03%
10,494,766
-5,617,139
TSEM icon
17
Tower Semiconductor
TSEM
$30.3B
$81.3M 3.88%
463,022
-348,448
STM icon
18
STMicroelectronics
STM
$66.3B
$80.6M 3.85%
+2,334,005
SIMO icon
19
Silicon Motion
SIMO
$9.59B
$60.5M 2.89%
+538,748
ALAB icon
20
Astera Labs
ALAB
$62B
$55.3M 2.64%
504,301
+195,288
LFUS icon
21
Littelfuse
LFUS
$11.9B
$52.3M 2.5%
+153,997
ST icon
22
Sensata Technologies
ST
$7.31B
$51.7M 2.47%
1,468,566
+183,668
MU icon
23
Micron Technology
MU
$1.15T
$48.7M 2.32%
144,010
-215,670
MRVL icon
24
Marvell Technology
MRVL
$244B
$37.8M 1.8%
+381,455
SNDK
25
Sandisk
SNDK
$295B
$21.2M 1.01%
+33,352
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