NEXT CENTURY GROWTH INVESTORS LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1134007
PLYMOUTH, MN
Position in MTSI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$28,925,949
+$7,436,133 QoQ
Shares Held
130,256
+3.8% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82.32787741063751.ToString("F0")%
Shared 0.ToString("F0")%
None 17.672122589362484.ToString("F0")%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026NEXT CENTURY GROWTH INVESTORS LLC holds $113,857,469 across 7 Semiconductors names. MTSI ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
130,256 | $28,925,949 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
279,600 | $25,935,696 | |
| 3 | NVDA |
Nvidia Corp
|
113,223 | $19,746,091 | |
| 4 | SITM |
SITIME Corp
|
49,984 | $17,261,974 | |
| 5 | AIP |
Arteris, Inc.
|
589,585 | $9,692,777 | |
| 6 | AVGO |
Broadcom Inc.
|
31,267 | $9,677,449 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
12,867 | $2,617,533 |
All Filings in MTSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,925,949 | 130,256 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,489,816 | 125,466 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,592,264 | 165,413 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,694,700 | 158,383 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,097,553 | 150,404 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,754,716 | 144,367 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,920,749 | 143,095 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,626,623 | 211,955 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,087,424 | 178,664 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,042,240 | 172,590 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,859,536 | 157,631 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,288,418 | 141,743 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,709,166 | 151,174 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,714,916 | 154,254 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,629,171 | 128,001 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,883,648 | 84,244 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,329,379 | 72,313 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,185,502 | 193,940 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,401,046 | 237,414 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $29,090,846 | 453,977 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $32,783,330 | 565,035 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $30,645,061 | 556,778 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $19,412,023 | 570,774 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $24,689,028 | 718,749 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $13,723,701 | 724,971 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||