Informed Momentum Co LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1510989
Solana Beach, CA
Position in MTSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,000,314
+$3,662,640 QoQ
Shares Held
23,662
-1.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#162
of 654 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $83,282,300 across 16 Semiconductors names. MTSI ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SITM |
SITIME Corp
|
14,062 | $10,484,064 | |
| 2 | SMTC |
Semtech Corp
|
63,295 | $10,244,295 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
23,662 | $9,000,314 | |
| 4 | AIP |
Arteris, Inc.
|
162,933 | $7,916,914 | |
| 5 | LASR |
Nlight, Inc.
|
99,725 | $6,942,854 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
41,398 | $6,332,238 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
21,954 | $5,722,090 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
50,968 | $4,500,474 |
All Filings in MTSI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,000,314 | 23,662 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,337,674 | 24,036 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,539,947 | 26,506 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $4,904,752 | 37,755 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $4,914,173 | 52,869 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,093,261 | 25,659 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||