ACM

Analog Century Management Portfolio holdings

AUM $1.71B
1-Year Est. Return 36.99%
This Quarter Est. Return
1 Year Est. Return
+36.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$58.6M
3
+$54.8M
4
CAMT icon
Camtek
CAMT
+$52.3M
5
MRVL icon
Marvell Technology
MRVL
+$22.5M

Top Sells

1
+$67.3M
2
+$47.4M
3
+$42.2M
4
SMCI icon
Super Micro Computer
SMCI
+$32.3M
5
AXON icon
Axon Enterprise
AXON
+$31.9M

Sector Composition

1 Technology 96.63%
2 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALAB icon
26
Astera Labs
ALAB
$28B
– –
-707,130
SMCI icon
27
Super Micro Computer
SMCI
$31.6B
– –
-942,865
1
2