THORNBURG INVESTMENT MANAGEMENT INC

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 1145020 SANTA FE, NM

Position in MTSI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$16,569,308

+$702,101 QoQ

Shares Held

74,613

-19.5% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

THORNBURG INVESTMENT MANAGEMENT INC holds $950,491,913 across 9 Semiconductors names. MTSI ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	2,083,646	$644,909,273
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	701,352	$237,021,908
3	AMD	Advanced Micro Devices Inc	122,568	$24,934,008
4	MTSI	MACOM Technology Solutions Holdings, Inc. This page	74,613	$16,569,308
5	MU	Micron Technology Inc	24,621	$8,317,958
6	SITM	SITIME Corp	21,207	$7,323,837
7	RMBS	Rambus Inc	58,106	$4,998,859
8	CRDO	Credo Technology Group Holding Ltd	49,584	$4,654,450

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,569,308	74,613	-19.5%	Shares	Sole	2026-05-12
2025-12-31	$15,867,207	92,639	+5.2%	Shares	Sole	2026-02-13
2025-09-30	$10,966,573	88,092	+13.1%	Shares	Sole	2025-11-12
2025-06-30	$11,161,861	77,897	-7.8%	Shares	Sole	2025-08-13
2025-03-31	$8,482,310	84,502	-7.1%	Shares	Sole	2025-05-08
2024-12-31	$11,822,069	91,002	-0.0%	Shares	Sole	2025-02-14
2024-09-30	$10,127,997	91,030	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$10,146,222	91,022	-4.0%	Shares	Sole	2024-08-08
2024-03-31	$9,068,489	94,819	+44.1%	Shares	Sole	2024-05-13
2023-12-31	$6,117,504	65,815	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.