Maytus Capital Management, LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1708759
NEW YORK, NY
Position in MTSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,468,155
New position
Shares Held
30,150
first reported quarter
Ownership
0.039%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#141
of 650 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Maytus Capital Management, LLC holds $136,169,133 across 10 Semiconductors names. MTSI ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
125,000 | $37,258,750 | |
| 2 | MU |
Micron Technology Inc
|
25,000 | $28,857,250 | |
| 3 | STM |
STMicroelectronics N.V.
|
356,000 | $26,660,840 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
26,000 | $15,103,660 | |
| 5 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
30,150 | $11,468,155 | |
| 6 | NVDA |
Nvidia Corp
|
45,000 | $9,004,050 | |
| 7 | ALAB |
Astera Labs, Inc.
|
9,000 | $4,347,180 | |
| 8 | QRVO |
Qorvo, Inc.
|
19,488 | $1,817,645 |
All Filings in MTSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,468,155 | 30,150 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||