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ACM
Analog Century Management Portfolio holdings
AUM
$2.09B
1-Year Est. Return
186.85%
This Fund
S&P 500
1 Year Est. Return
+186.85%
AUM
$2.09B
AUM Growth
+$61.8M
(+3%)
Holding
32
Top Buys
| 1 | +$92.9M | |
| 2 | +$83.9M | |
| 3 | +$73M | |
| 4 |
Viavi Solutions
VIAV
|
+$73M |
| 5 |
Silicon Motion
SIMO
|
+$65.4M |
Top Sells
| 1 | +$96.8M | |
| 2 | +$87.1M | |
| 3 | +$84.5M | |
| 4 |
Camtek
CAMT
|
+$73.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Allegro MicroSystems
ALGM
$9.92B
| – | – |
-1,890,072
|
|
||
|
27
Camtek
CAMT
$8.39B
| – | – |
-693,720
|
|
||
28
KLA
KLAC
$310B
| – | – |
-71,648
|
|
||
29
Monolithic Power Systems
MPWR
$73.6B
| – | – |
-70,723
|
|
||
30
Universal Display
OLED
$4.19B
| – | – |
-401,726
|
|
||
31
ON Semiconductor
ON
$46B
| – | – |
-1,085,296
|
|
||
|
32
TE Connectivity
TEL
$63.3B
| – | – |
-294,566
|
|