Analog Century Management LP
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1753384
NEW YORK, NY
Position in MTSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$96,899,356
-$6,925,270 QoQ
Shares Held
436,346
-28.0% QoQ
Ownership
0.572%
of shares outstanding
% of Portfolio
4.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026Analog Century Management LP holds $908,349,934 across 11 Semiconductors names. MTSI ranks #5 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
750,125 | $130,821,800 | |
| 2 | AVGO |
Broadcom Inc.
|
354,061 | $109,585,420 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
691,364 | $104,589,545 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
302,885 | $102,359,985 | |
| 5 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
436,346 | $96,899,356 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
463,022 | $81,251,100 | |
| 7 | STM |
STMicroelectronics N.V.
|
2,334,005 | $80,639,872 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
538,748 | $60,496,012 |
All Filings in MTSI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,899,356 | 436,346 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $103,824,626 | 606,169 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $85,247,515 | 684,774 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $92,245,086 | 643,765 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $58,008,899 | 577,893 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $60,065,317 | 462,361 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $59,448,443 | 534,320 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,258,707 | 432,930 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,860,672 | 354,043 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,382,463 | 283,835 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,349,174 | 286,212 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,532,092 | 267,543 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,956,690 | 281,715 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,690,781 | 217,383 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $12,621,378 | 243,703 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $13,316,123 | 288,853 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,108,203 | 269,053 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,001,969 | 255,453 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,658,810 | 256,803 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $17,391,504 | 271,403 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $12,840,000 | 221,303 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $9,021,771 | 163,913 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||