Spear Advisors LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 2119894
East Hampton, NY
Position in MTSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,726,031
New position
Shares Held
36,086
first reported quarter
Ownership
0.047%
of shares outstanding
% of Portfolio
4.71%
of 13F equity value
Holder Rank
#133
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, 2026Spear Advisors LLC holds $99,583,800 across 7 Semiconductors names. MTSI ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
67,007 | $32,365,721 | |
| 2 | ARM |
Arm Holdings PLC /Uk
|
59,860 | $21,224,560 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
36,086 | $13,726,031 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
41,712 | $12,425,587 | |
| 5 | NVDA |
Nvidia Corp
|
46,143 | $9,232,752 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
32,868 | $8,938,452 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
2,876 | $1,670,697 |
All Filings in MTSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,726,031 | 36,086 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||