Linden Thomas Advisory Services, LLC

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 1965702 Charlotte, NC

Position in MTSI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$5,850,090

+$810,212 QoQ

Shares Held

15,380

-32.2% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#198

of 654 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Linden Thomas Advisory Services, LLC holds $120,938,896 across 17 Semiconductors names. MTSI ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	175,404	$35,096,586
2	AVGO	Broadcom Inc.	50,684	$19,145,881
3	AMD	Advanced Micro Devices Inc	26,147	$15,189,053
4	ALAB	Astera Labs, Inc.	27,476	$13,271,457
5	MTSI	MACOM Technology Solutions Holdings, Inc. This page	15,380	$5,850,090
6	ADI	Analog Devices Inc	11,971	$4,754,522
7	CRDO	Credo Technology Group Holding Ltd	14,282	$3,883,989
8	TXN	Texas Instruments Inc	12,936	$3,855,833

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,850,090	15,380	-32.2%	Shares	Sole	2026-07-16
2026-03-31	$5,039,878	22,695	-25.4%	Shares	Sole	2026-04-10
2025-12-31	$5,207,939	30,406	-0.9%	Shares	Sole	2026-01-16
2025-09-30	$3,820,598	30,690	-0.4%	Shares	Sole	2025-11-06
2025-06-30	$4,413,188	30,799	-1.2%	Shares	Sole	2025-07-31
2025-03-31	$3,130,551	31,187	+2.3%	Shares	Sole	2025-04-30
2024-12-31	$3,959,916	30,482	-0.6%	Shares	Sole	2025-01-21
2024-09-30	$3,411,454	30,662	-0.3%	Shares	Sole	2024-10-17
2024-06-30	$3,428,928	30,761	—	Shares	Sole	2024-07-10
No filing history on record for this holder in this stock.