Stephens Investment Management Group LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1314440
LITTLE ROCK, AR
Position in MTSI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$114,548,147
+$21,875,562 QoQ
Shares Held
515,820
-4.7% QoQ
Ownership
0.676%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 95.75840409445155.ToString("F0")%
None 4.241595905548447.ToString("F0")%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Stephens Investment Management Group LLC holds $518,502,689 across 15 Semiconductors names. MTSI ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
515,820 | $114,548,147 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
878,604 | $81,499,307 | |
| 3 | MCHP |
Microchip Technology Inc
|
651,930 | $42,121,197 | |
| 4 | SLAB |
Silicon Laboratories Inc.
|
202,029 | $42,052,336 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
433,668 | $40,708,415 | |
| 6 | POWI |
Power Integrations Inc
|
745,169 | $38,152,652 | |
| 7 | RMBS |
Rambus Inc
|
407,783 | $35,081,571 | |
| 8 | ALAB |
Astera Labs, Inc.
|
269,885 | $29,579,396 |
All Filings in MTSI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,548,147 | 515,820 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $92,672,585 | 541,059 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $67,423,659 | 541,599 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $77,362,271 | 539,900 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $50,019,454 | 498,301 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $65,123,623 | 501,298 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $56,255,392 | 505,621 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $53,030,626 | 475,739 | 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. | ||||||