Whale Rock Capital Management LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1387322
Boston, MA
Position in MTSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$376,104,150
+$115,173,899 QoQ
Shares Held
988,785
-15.8% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
3.02%
of 13F equity value
Holder Rank
#14
of 650 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Whale Rock Capital Management LLC holds $2,913,747,139 across 10 Semiconductors names. MTSI ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
1,509,650 | $876,970,781 | |
| 2 | ALAB |
Astera Labs, Inc.
|
1,567,882 | $757,318,363 | |
| 3 | SITM |
SITIME Corp
|
560,701 | $418,036,237 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
988,785 | $376,104,150 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
589,911 | $281,723,796 | |
| 6 | NVDA |
Nvidia Corp
|
377,204 | $75,474,748 | |
| 7 | PI |
Impinj Inc
|
405,244 | $58,043,098 | |
| 8 | INTC |
Intel Corp
|
259,903 | $36,290,255 |
All Filings in MTSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,104,150 | 988,785 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $260,930,251 | 1,174,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $134,164,480 | 783,305 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||