CloudAlpha Capital Management Limited/Hong Kong

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 1745907 HONG KONG, K3

Position in MTSI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$17,146,912

+$10,235,438 QoQ

Shares Held

77,214

+24.5% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

CloudAlpha Capital Management Limited/Hong Kong holds $30,948,258 across 4 Semiconductors names. MTSI ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTSI	MACOM Technology Solutions Holdings, Inc. This page	77,214	$17,146,912
2	MRVL	Marvell Technology, Inc.	139,292	$13,796,872
3	MU	Micron Technology Inc	10	$3,378
4	ALAB	Astera Labs, Inc.	10	$1,096

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,146,912	77,214	+24.5%	Shares	Sole	2026-05-13
2024-06-30	$6,911,474	62,003	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.