Ground Swell Capital, LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1534450
FOLLY BEACH, SC
Position in MTSI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$270,823
+$46,211 QoQ
Shares Held
712
-64.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#140
of 245 holders
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Ground Swell Capital, LLC holds $4,503,358 across 6 Semiconductors names. MTSI ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRS |
Cerebras Systems Inc.
|
8,896 | $1,966,016 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
3,817 | $1,137,046 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
286 | $395,354 | |
| 4 | LSCC |
Lattice Semiconductor Corp
|
2,434 | $372,304 | |
| 5 | ALGM |
Allegro Microsystems, Inc.
|
5,197 | $361,815 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
712 | $270,823 |
All Filings in MTSI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,823 | 712 | Shares | Sole | 2026-08-05 | |
| 2024-06-30 | $224,612 | 2,015 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||