Atom Investors LP
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1738902
AUSTIN, TX
Position in MTSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,154,986
+$526,727 QoQ
Shares Held
5,201
-20.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 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 Mar 31, 2026Atom Investors LP holds $34,077,122 across 8 Semiconductors names. MTSI ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
37,170 | $11,504,486 | |
| 2 | NVDA |
Nvidia Corp
|
57,355 | $10,002,712 | |
| 3 | VSH |
Vishay Intertechnology Inc
|
323,090 | $5,815,620 | |
| 4 | TXN |
Texas Instruments Inc
|
12,288 | $2,385,592 | |
| 5 | ADI |
Analog Devices Inc
|
5,389 | $1,714,456 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
5,201 | $1,154,986 | |
| 7 | INTC |
Intel Corp
|
20,983 | $925,979 | |
| 8 | SMTC |
Semtech Corp
|
7,456 | $573,291 |
All Filings in MTSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,154,986 | 5,201 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $628,259 | 6,569 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,548,454 | 16,659 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,383,352 | 16,957 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||