TimesSquare Capital Management, LLC

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 1313816 NEW YORK, NY

Position in MTSI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$99,499,086

+$23,721,918 QoQ

Shares Held

261,585

-23.3% QoQ

Ownership

0.343%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#52

of 654 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Technology · as of Jun 30, 2026

TimesSquare Capital Management, LLC holds $692,476,632 across 9 Semiconductors names. MTSI ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LSCC	Lattice Semiconductor Corp	1,135,152	$173,632,849
2	MPWR	Monolithic Power Systems, Inc.	110,824	$153,198,664
3	MTSI	MACOM Technology Solutions Holdings, Inc. This page	261,585	$99,499,086
4	ALAB	Astera Labs, Inc.	175,869	$84,948,244
5	SITM	SITIME Corp	64,642	$48,194,489
6	CRDO	Credo Technology Group Holding Ltd	170,673	$46,414,522
7	MRVL	Marvell Technology, Inc.	153,078	$45,600,405
8	RMBS	Rambus Inc	267,705	$35,535,161

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,499,086	261,585	-23.3%	Shares	Sole	2026-08-07
2026-03-31	$75,777,168	341,231	+38.2%	Shares	Sole	2026-05-07
2025-12-31	$42,283,208	246,866	+4.1%	Shares	Sole	2026-02-06
2025-09-30	$29,516,454	237,099	+31.3%	Shares	Sole	2025-11-07
2025-06-30	$25,880,896	180,619	-15.5%	Shares	Sole	2025-08-08
2025-03-31	$21,453,414	213,722	+7.2%	Shares	Sole	2025-05-02
2024-12-31	$25,891,063	199,300	-14.7%	Shares	Sole	2025-02-03
2024-09-30	$26,007,358	233,753	-10.0%	Shares	Sole	2024-11-04
2024-06-30	$28,954,889	259,755	-14.3%	Shares	Sole	2024-08-08
2024-03-31	$28,981,980	303,032	+2.9%	Shares	Sole	2024-05-07
2023-12-31	$27,370,521	294,465	-16.7%	Shares	Sole	2024-02-07
2023-09-30	$28,828,332	353,375	-25.4%	Shares	Sole	2023-11-17
2023-06-30	$31,029,437	473,515	-2.1%	Shares	Sole	2023-08-09
2023-03-31	$34,256,453	483,575	-15.4%	Shares	Sole	2023-05-10
2022-12-31	$35,988,031	571,420	-24.1%	Shares	Sole	2023-02-10
2022-09-30	$39,009,263	753,220	-16.0%	Shares	Sole	2022-11-09
2022-06-30	$41,352,161	897,010	+4.1%	Shares	Sole	2022-08-05
2022-03-31	$51,579,501	861,525	+35.1%	Shares	Sole	2022-05-06
2021-12-31	$49,926,429	637,630	+82.0%	Shares	Sole	2022-02-04
2021-09-30	$22,721,041	350,255	+20.2%	Shares	Sole	2021-11-08
2021-06-30	$18,671,245	291,374	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.