GAGNON SECURITIES LLC
Broker-DealerPosition in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1125725
New York, NY
Position in MTSI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$814,996
+$250,629 QoQ
Shares Held
3,670
+11.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026GAGNON SECURITIES LLC holds $8,532,923 across 8 Semiconductors names. MTSI ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AOSL |
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
167,874 | $3,720,087 | |
| 2 | MCHP |
Microchip Technology Inc
|
26,838 | $1,734,003 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
3,670 | $814,996 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
6,825 | $676,016 | |
| 5 | NVDA |
Nvidia Corp
|
3,655 | $637,432 | |
| 6 | MU |
Micron Technology Inc
|
1,077 | $363,853 | |
| 7 | HIMX |
Himax Technologies, Inc.
|
44,773 | $352,363 | |
| 8 | RMBS |
Rambus Inc
|
2,722 | $234,173 |
All Filings in MTSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||