TWINBEECH CAPITAL LP
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1769646
PURCHASE, NY
Position in MTSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,969,541
-$1,434,818 QoQ
Shares Held
10,436
-76.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#224
of 650 holders
Holding Since
Mar 2021
9 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 Jun 30, 2026TWINBEECH CAPITAL LP holds $28,155,815 across 10 Semiconductors names. MTSI ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ON |
On Semiconductor Corp
|
62,779 | $5,935,126 | |
| 2 | ADI |
Analog Devices Inc
|
13,696 | $5,439,640 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
3,934 | $5,438,204 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
10,436 | $3,969,541 | |
| 5 | QCOM |
Qualcomm Inc/De
|
12,393 | $2,290,102 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
13,127 | $1,949,753 | |
| 7 | RMBS |
Rambus Inc
|
14,307 | $1,899,111 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
9,284 | $765,094 |
All Filings in MTSI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,969,541 | 10,436 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $5,404,359 | 43,412 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $6,597,274 | 65,723 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,904,066 | 53,145 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $420,687 | 3,774 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $1,277,599 | 18,035 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $430,405 | 6,834 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $973,725 | 16,264 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $706,451 | 12,176 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||