GAGNON SECURITIES LLC
Broker-DealerPosition in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1125725
New York, NY
Position in MTSI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$487,253
-$327,743 QoQ
Shares Held
1,281
-65.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#415
of 655 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026GAGNON SECURITIES LLC holds $6,075,655 across 7 Semiconductors names. MTSI ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCHP |
Microchip Technology Inc
|
26,229 | $2,392,084 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
2,923 | $870,732 | |
| 3 | MU |
Micron Technology Inc
|
679 | $783,762 | |
| 4 | NVDA |
Nvidia Corp
|
3,498 | $699,914 | |
| 5 | HIMX |
Himax Technologies, Inc.
|
39,498 | $605,899 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
1,281 | $487,253 | |
| 7 | RMBS |
Rambus Inc
|
1,778 | $236,011 |
All Filings in MTSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,253 | 1,281 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $814,996 | 3,670 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $564,367 | 3,295 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $391,147 | 3,142 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||