GENEVA CAPITAL MANAGEMENT LLC

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 1009232 MILWAUKEE, WI

Position in MTSI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$96,127,866

+$19,789,306 QoQ

Shares Held

252,722

-26.5% QoQ

Ownership

0.331%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#54

of 655 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $143,387,743 across 3 Semiconductors names. MTSI ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTSI	MACOM Technology Solutions Holdings, Inc. This page	252,722	$96,127,866
2	MPWR	Monolithic Power Systems, Inc.	32,563	$45,013,787
3	MRVL	Marvell Technology, Inc.	7,540	$2,246,090

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,127,866	252,722	-26.5%	Shares	Sole	2026-08-06
2026-03-31	$76,338,560	343,759	-7.7%	Shares	Sole	2026-05-06
2025-12-31	$63,811,905	372,559	-10.1%	Shares	Sole	2026-02-12
2025-09-30	$51,575,833	414,297	+140.5%	Shares	Sole	2025-11-13
2025-06-30	$24,678,836	172,230	—	Shares	Sole	2025-08-05
No filing history on record for this holder in this stock.