ACM
Analog Century Management Portfolio holdings
AUM
$1.71B
This Quarter Return
+40.61%
1 Year Return
+36.99%
3 Year Return
+321.19%
5 Year Return
–
10 Year Return
–
AUM
$1.71B
AUM Growth
+$1.71B
(+38%)
Cap. Flow
+$44.7M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
57.81%
Holding
27
New
4
Increased
11
Reduced
8
Closed
4
Top Buys
| 1 |
Corning
GLW
|
$69.9M |
| 2 |
Celestica
CLS
|
$58.6M |
| 3 |
ANSS
Ansys
ANSS
|
$54.8M |
| 4 |
Camtek
CAMT
|
$52.3M |
| 5 |
Marvell Technology
MRVL
|
$22.5M |
Top Sells
| 1 |
Synopsys
SNPS
|
$67.3M |
| 2 |
Applied Materials
AMAT
|
$47.4M |
| 3 |
Astera Labs
ALAB
|
$42.2M |
| 4 |
Super Micro Computer
SMCI
|
$32.3M |
| 5 |
Axon Enterprise
AXON
|
$31.9M |
Sector Composition
| 1 | Technology | 96.63% |
| 2 | Industrials | 3.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Synopsys
SNPS
$109B
| – | – |
-156,842
| Closed | -$67.3M |
|
|
27
Astera Labs
ALAB
$28.5B
| – | – |
-707,130
| Closed | -$42.2M |
|