Stephens Investment Management Group LLC

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 1314440 LITTLE ROCK, AR

Position in MTSI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$120,352,110

+$5,803,963 QoQ

Shares Held

316,408

-38.7% QoQ

Ownership

0.414%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#45

of 654 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 96% None 4%

Technology · as of Jun 30, 2026

Stephens Investment Management Group LLC holds $868,969,120 across 16 Semiconductors names. MTSI ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd	512,263	$139,309,922
2	LSCC	Lattice Semiconductor Corp	858,613	$131,333,444
3	ALAB	Astera Labs, Inc.	254,996	$123,168,167
4	MTSI	MACOM Technology Solutions Holdings, Inc. This page	316,408	$120,352,110
5	SITM	SITIME Corp	94,484	$70,443,491
6	MCHP	Microchip Technology Inc	705,930	$64,380,816
7	POWI	Power Integrations Inc	755,549	$63,284,784
8	RMBS	Rambus Inc	409,436	$54,348,534

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,352,110	316,408	-38.7%	Shares	Defined	2026-07-29
2026-03-31	$114,548,147	515,820	-4.7%	Shares	Defined	2026-04-28
2025-12-31	$92,672,585	541,059	-0.1%	Shares	Defined	2026-02-05
2025-09-30	$67,423,659	541,599	+0.3%	Shares	Defined	2025-10-28
2025-06-30	$77,362,271	539,900	+8.3%	Shares	Defined	2025-07-30
2025-03-31	$50,019,454	498,301	-0.6%	Shares	Defined	2025-05-01
2024-12-31	$65,123,623	501,298	-0.9%	Shares	Defined	2025-01-28
2024-09-30	$56,255,392	505,621	+6.3%	Shares	Defined	2024-10-28
2024-06-30	$53,030,626	475,739	-4.4%	Shares	Defined	2024-08-06
2024-03-31	$47,600,793	497,708	—	Shares	Defined	2024-05-14
No filing history on record for this holder in this stock.