Artisan Partners Limited Partnership
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1466153
Milwaukee, WI
Position in MTSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$238,815,304
+$6,272,705 QoQ
Shares Held
627,850
-40.0% QoQ
Ownership
0.822%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#26
of 654 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Artisan Partners Limited Partnership holds $4,235,227,515 across 20 Semiconductors names. MTSI ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
1,612,184 | $609,002,506 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,176,856 | $562,031,119 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
3,472,509 | $531,154,976 | |
| 4 | NVDA |
Nvidia Corp
|
2,256,045 | $451,412,044 | |
| 5 | SITM |
SITIME Corp
|
485,123 | $361,688,303 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
508,327 | $295,292,237 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
627,850 | $238,815,304 | |
| 8 | MU |
Micron Technology Inc
|
186,067 | $214,775,277 |
All Filings in MTSI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,815,304 | 627,850 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||