LMR Partners LLP
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1578621
LONDON, X0
Position in MTSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,655,250
+$16,062,453 QoQ
Shares Held
75,000
+1310.3% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026LMR Partners LLP holds $830,849,899 across 25 Semiconductors names. MTSI ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,006,239 | $175,488,081 | |
| 2 | MU |
Micron Technology Inc
|
483,001 | $163,177,056 | |
| 3 | AVGO |
Broadcom Inc.
|
420,590 | $130,176,809 | |
| 4 | SLAB |
Silicon Laboratories Inc.
|
238,166 | $49,574,252 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
138,016 | $46,642,507 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
244,339 | $42,876,606 | |
| 7 | LSCC |
Lattice Semiconductor Corp
|
430,000 | $39,886,800 | |
| 8 | QRVO |
Qorvo, Inc.
|
393,660 | $30,469,283 |
All Filings in MTSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,655,250 | 75,000 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $592,797 | 5,318 | Shares | Other | 2024-08-14 | |
| 2021-12-31 | $1,636,313 | 20,898 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||