JANUS HENDERSON GROUP PLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1274173
LONDON, X0
Position in MTSI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$174,129,083
+$57,815,234 QoQ
Shares Held
784,118
+15.5% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 94.42354339525428.ToString("F0")%
None 5.576456604745714.ToString("F0")%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $27,770,781,099 across 41 Semiconductors names. MTSI ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
83,018,647 | $14,478,452,034 | |
| 2 | AVGO |
Broadcom Inc.
|
19,350,859 | $5,989,284,366 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,917,824 | $2,675,828,618 | |
| 4 | MU |
Micron Technology Inc
|
3,881,507 | $1,311,328,322 | |
| 5 | ON |
On Semiconductor Corp
|
13,700,884 | $848,358,734 | |
| 6 | NXPI |
NXP Semiconductors N.V.
|
3,069,879 | $604,336,377 | |
| 7 | ADI |
Analog Devices Inc
|
1,151,167 | $366,232,269 | |
| 8 | TXN |
Texas Instruments Inc
|
1,540,807 | $299,132,270 |
All Filings in MTSI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,129,083 | 784,118 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $116,313,849 | 679,086 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $56,615,560 | 454,780 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $66,260,447 | 462,422 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $45,783,416 | 456,101 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $58,174,086 | 447,803 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $73,127,191 | 657,264 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $92,498,920 | 829,810 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $86,246,141 | 901,779 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $95,058,941 | 1,022,689 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $96,304,372 | 1,180,490 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $55,614,653 | 848,690 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $59,744,754 | 843,376 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $612,668 | 9,728 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $503,813 | 9,728 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $453,070 | 9,828 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $582,115 | 9,723 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $760,841 | 9,717 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $313,192 | 4,828 | Shares | Defined | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||