TimesSquare Capital Management, LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1313816
NEW YORK, NY
Position in MTSI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$75,777,168
+$33,493,960 QoQ
Shares Held
341,231
+38.2% QoQ
Ownership
0.447%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 85.14144377269358.ToString("F0")%
Shared 0.ToString("F0")%
None 14.85855622730643.ToString("F0")%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026TimesSquare Capital Management, LLC holds $481,464,566 across 7 Semiconductors names. MTSI ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPWR |
Monolithic Power Systems Inc
|
138,840 | $151,800,714 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
1,370,573 | $127,134,351 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
341,231 | $75,777,168 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
359,444 | $35,602,928 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
349,616 | $32,818,453 | |
| 6 | SITM |
SITIME Corp
|
91,092 | $31,458,622 | |
| 7 | RMBS |
Rambus Inc
|
312,360 | $26,872,330 |
All Filings in MTSI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,777,168 | 341,231 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $42,283,208 | 246,866 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,516,454 | 237,099 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $25,880,896 | 180,619 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,453,414 | 213,722 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $25,891,063 | 199,300 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $26,007,358 | 233,753 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $28,954,889 | 259,755 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $28,981,980 | 303,032 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $27,370,521 | 294,465 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $28,828,332 | 353,375 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $31,029,437 | 473,515 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $34,256,453 | 483,575 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $35,988,031 | 571,420 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $39,009,263 | 753,220 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $41,352,161 | 897,010 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $51,579,501 | 861,525 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $49,926,429 | 637,630 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $22,721,041 | 350,255 | 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. | ||||||