SANDLER CAPITAL MANAGEMENT
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1000742
NEW YORK, NY
Position in MTSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,311,135
-$211,598 QoQ
Shares Held
3,447
-49.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#316
of 654 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SANDLER CAPITAL MANAGEMENT holds $8,493,954 across 6 Semiconductors names. MTSI ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,589 | $2,669,138 | |
| 2 | ADI |
Analog Devices Inc
|
4,069 | $1,616,084 | |
| 3 | STM |
STMicroelectronics N.V.
|
19,539 | $1,463,275 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
3,447 | $1,311,135 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
2,800 | $834,092 | |
| 6 | MU |
Micron Technology Inc
|
520 | $600,230 |
All Filings in MTSI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,135 | 3,447 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,522,733 | 6,857 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||