GENEVA CAPITAL MANAGEMENT LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1009232
MILWAUKEE, WI
Position in MTSI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$76,338,560
+$12,526,655 QoQ
Shares Held
343,759
-7.7% QoQ
Ownership
0.451%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 97.46741176231022.ToString("F0")%
Shared 0.ToString("F0")%
None 2.532588237689777.ToString("F0")%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026GENEVA CAPITAL MANAGEMENT LLC holds $122,394,830 across 3 Semiconductors names. MTSI ranks #1 (62.4% of the industry book) .
All Filings in MTSI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,338,560 | 343,759 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $63,811,905 | 372,559 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $51,575,833 | 414,297 | 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. | ||||||