Bayforest Capital Ltd
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 2048423
LONDON, X0
Position in MTSI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$185,240
+$87,974 QoQ
Shares Held
487
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#509
of 648 holders
Holding Since
Dec 2024
6 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, 2026Bayforest Capital Ltd holds $2,196,553 across 19 Semiconductors names. MTSI ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWKS |
Skyworks Solutions, Inc.
|
3,698 | $250,724 | |
| 2 | LASR |
Nlight, Inc.
|
3,508 | $244,226 | |
| 3 | INTC |
Intel Corp
|
1,575 | $219,917 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
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|
487 | $185,240 | |
| 5 | POWI |
Power Integrations Inc
|
2,134 | $178,743 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
1,166 | $173,185 | |
| 7 | QRVO |
Qorvo, Inc.
|
1,767 | $164,808 | |
| 8 | TXN |
Texas Instruments Inc
|
473 | $140,987 |
All Filings in MTSI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,240 | 487 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $97,266 | 438 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $39,223 | 229 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $42,987 | 300 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $231,074 | 2,302 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $167,064 | 1,286 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||