Gotham Asset Management, LLC

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 1510387 NEW YORK, NY

Position in MTSI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$15,901,322

+$5,009,970 QoQ

Shares Held

71,605

+12.6% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Gotham Asset Management, LLC holds $1,321,654,451 across 29 Semiconductors names. MTSI ranks #14 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	4,132,873	$720,773,051
2	AVGO	Broadcom Inc.	345,271	$106,864,827
3	MU	Micron Technology Inc	244,524	$82,609,988
4	ON	On Semiconductor Corp	835,102	$51,709,515
5	QCOM	Qualcomm Inc/De	385,389	$49,630,395
6	CRUS	Cirrus Logic, Inc.	306,944	$44,390,241
7	SWKS	Skyworks Solutions, Inc.	707,480	$37,885,554
8	ADI	Analog Devices Inc	108,399	$34,486,057

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,901,322	71,605	+12.6%	Shares	Sole	2026-05-15
2025-12-31	$10,891,352	63,588	+758.7%	Shares	Sole	2026-02-17
2025-09-30	$921,848	7,405	-9.7%	Shares	Sole	2025-11-14
2025-06-30	$1,174,691	8,198	+88.0%	Shares	Sole	2025-08-14
2025-03-31	$437,757	4,361	-27.2%	Shares	Sole	2025-05-15
2022-12-31	$377,187	5,989	+32.9%	Shares	Sole	2023-02-14
2022-06-30	$207,772	4,507	-55.5%	Shares	Sole	2022-08-15
2021-12-31	$792,317	10,119	-60.5%	Shares	Sole	2022-02-14
2021-09-30	$1,663,266	25,640	-33.4%	Shares	Sole	2021-11-15
2021-06-30	$2,466,054	38,484	-28.5%	Shares	Sole	2021-08-16
2021-03-31	$3,122,752	53,822	-34.3%	Shares	Sole	2021-05-17
2020-12-31	$4,510,858	81,956	-2.0%	Shares	Sole	2021-02-16
2020-09-30	$2,845,480	83,666	+140.6%	Shares	Sole	2020-11-16
2020-06-30	$1,194,246	34,767	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.