Artisan Partners Limited Partnership
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1466153
Milwaukee, WI
Position in MTSI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$232,542,599
+$19,003,884 QoQ
Shares Held
1,047,159
-16.0% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 82.43198979333607.ToString("F0")%
Shared 0.ToString("F0")%
None 17.568010206663935.ToString("F0")%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Artisan Partners Limited Partnership holds $3,342,336,425 across 16 Semiconductors names. MTSI ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,054,574 | $635,911,198 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,192,157 | $402,889,458 | |
| 3 | NVDA |
Nvidia Corp
|
2,098,045 | $365,899,048 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,541,203 | $313,526,926 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
3,004,182 | $278,667,922 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
1,047,159 | $232,542,599 | |
| 7 | ADI |
Analog Devices Inc
|
644,781 | $205,130,627 | |
| 8 | MPWR |
Monolithic Power Systems Inc
|
150,873 | $164,956,994 |
All Filings in MTSI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,542,599 | 1,047,159 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $213,538,715 | 1,246,723 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $248,103,341 | 1,992,958 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $294,516,833 | 2,055,390 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $244,584,402 | 2,436,585 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $352,505,198 | 2,713,457 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $327,167,039 | 2,940,563 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $301,234,187 | 2,702,379 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $194,622,809 | 2,034,952 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $101,562,375 | 1,092,656 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $92,053,403 | 1,128,382 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $57,337,832 | 874,986 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $52,389,367 | 739,545 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $34,463,096 | 547,207 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $23,847,793 | 460,471 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||