Instuitional Investor - Analog Century Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc	AMAT	219,615	$158,781,645	5.81%
2.	Amphenol Corp	APH	3,239,572	$142,800,334	5.23%
3.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	296,487	$141,593,297	5.18%
4.	Micron Technology Inc	MU	119,129	$137,509,413	5.03%
5.	Nvidia Corp	NVDA	677,694	$135,599,792	4.96%