DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1389507
SOUTH NORWALK, CT
Position in MTSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,231,953
New position
Shares Held
26,900
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#150
of 650 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $64,729,551 across 8 Semiconductors names. MTSI ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WOLF |
Wolfspeed, Inc.
|
548,375 | $26,459,093 | |
| 2 | ON |
On Semiconductor Corp
|
162,300 | $15,343,842 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
26,900 | $10,231,953 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
7,817 | $4,540,973 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
11,796 | $3,513,910 | |
| 6 | MU |
Micron Technology Inc
|
1,498 | $1,729,126 | |
| 7 | QCOM |
Qualcomm Inc/De
|
8,593 | $1,587,900 | |
| 8 | RMBS |
Rambus Inc
|
9,965 | $1,322,754 |
All Filings in MTSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,231,953 | 26,900 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||