O'Neil Global Advisors, Inc.
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 1861159
LOS ANGELES, CA
Position in MTSI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,446,144
New position
Shares Held
11,689
first reported quarter
Ownership
0.015%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#219
of 654 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, 2026O'Neil Global Advisors, Inc. holds $40,088,799 across 10 Semiconductors names. MTSI ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
80,191 | $11,197,069 | |
| 2 | MXL |
Maxlinear, Inc
|
79,729 | $10,207,703 | |
| 3 | NVDA |
Nvidia Corp
|
28,270 | $5,656,544 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
11,689 | $4,446,144 | |
| 5 | MU |
Micron Technology Inc
|
2,557 | $2,951,519 | |
| 6 | STM |
STMicroelectronics N.V.
|
17,488 | $1,309,676 | |
| 7 | SIMO |
Silicon Motion Technology CORP
|
3,558 | $1,185,988 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
7,740 | $1,183,910 |
All Filings in MTSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,446,144 | 11,689 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||