G2 Investment Partners Management LLC

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 1593404 New York, NY

Position in MTSI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,133,049

+$3,806,072 QoQ

Shares Held

29,269

-11.3% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#144

of 655 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

G2 Investment Partners Management LLC holds $77,802,780 across 8 Semiconductors names. MTSI ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMTC	Semtech Corp	88,083	$14,256,233
2	DIOD	Diodes Inc /Del/	129,930	$14,219,539
3	VSH	Vishay Intertechnology Inc	222,300	$11,955,294
4	MTSI	MACOM Technology Solutions Holdings, Inc. This page	29,269	$11,133,049
5	TSEM	Tower Semiconductor Ltd	41,000	$10,686,240
6	AIP	Arteris, Inc.	183,386	$8,910,725
7	SITM	SITIME Corp	5,000	$3,727,800
8	AMBQ	Ambiq Micro, Inc.	33,000	$2,913,900

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,133,049	29,269	-11.3%	Shares	Sole	2026-08-14
2026-03-31	$7,326,977	32,994	-8.3%	Shares	Sole	2026-05-15
2025-12-31	$6,166,080	36,000	-50.7%	Shares	Sole	2026-02-17
2025-09-30	$9,087,770	73,000	+3.7%	Shares	Sole	2025-11-14
2025-06-30	$10,090,051	70,417	+13.1%	Shares	Sole	2025-08-14
2025-03-31	$6,248,353	62,247	-19.6%	Shares	Sole	2025-05-15
2024-12-31	$10,056,463	77,411	-6.1%	Shares	Sole	2025-02-14
2024-09-30	$9,173,164	82,448	-22.5%	Shares	Sole	2024-11-14
2024-06-30	$11,856,395	106,364	+381.3%	Shares	Sole	2024-08-14
2024-03-31	$2,113,644	22,100	-6.5%	Shares	Sole	2024-05-15
2023-12-31	$2,197,616	23,643	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.