MORGAN STANLEY

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 895421 NEW YORK, NY

Back to MTSI Full portfolio

Position in MTSI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$123,283,485

-$6,574,497 QoQ

Shares Held

555,156

-26.8% QoQ

Ownership

0.728%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91.18698167722226.ToString("F0")% Shared 0.ToString("F0")% None 8.813018322777742.ToString("F0")%

Common Shares in MTSI Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Mar 31, 2026

MORGAN STANLEY holds $114,931,025,404 across 66 Semiconductors names. MTSI ranks #21 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	342,954,346	$59,811,237,934
2	AVGO	Broadcom Inc.	75,935,152	$23,502,688,883
3	MU	Micron Technology Inc	16,842,006	$5,689,903,296
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	14,767,680	$4,990,737,445
5	AMD	Advanced Micro Devices Inc	23,781,608	$4,837,892,504
6	ADI	Analog Devices Inc	8,259,494	$2,627,675,411
7	QCOM	Qualcomm Inc/De	19,991,313	$2,574,481,280
8	INTC	Intel Corp	53,989,387	$2,382,551,638

All Filings in MTSI

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$123,283,485	555,156	-26.8%	Shares	Defined	2026-05-15
2025-12-31	$129,857,982	758,162	-2.4%	Shares	Defined	2026-05-27
2025-09-30	$96,737,066	777,067	+108.6%	Shares	Defined	2026-05-27
2025-06-30	$53,385,406	372,569	+4.8%	Shares	Defined	2025-08-15
2025-03-31	$35,694,723	355,596	+1.7%	Shares	Defined	2025-05-15
2024-12-31	$45,426,405	349,676	+7.2%	Shares	Defined	2025-05-15
2024-09-30	$36,294,120	326,210	+4.1%	Shares	Defined	2025-05-14
2024-06-30	$34,919,755	313,266	+3.3%	Shares	Defined	2025-05-14
2024-03-31	$28,994,027	303,158	-31.2%	Shares	Defined	2024-10-17
2023-12-31	$40,930,899	440,354	+48.4%	Shares	Defined	2024-08-16
2023-09-30	$24,209,269	296,755	-8.6%	Shares	Defined	2023-11-15
2023-06-30	$21,287,613	324,853	+12.1%	Shares	Defined	2023-08-14
2023-03-31	$20,533,537	289,858	-10.6%	Shares	Defined	2023-05-15
2022-12-31	$20,426,991	324,341	+4.5%	Shares	Defined	2023-02-14
2022-09-30	$16,071,416	310,319	-4.7%	Shares	Defined	2022-11-14
2022-06-30	$15,014,904	325,703	+185.2%	Shares	Defined	2022-10-27
2022-03-31	$6,837,808	114,211	+78.9%	Shares	Defined	2022-10-27
2021-12-31	$4,998,278	63,835	+3.5%	Shares	Defined	2022-02-14
2021-09-30	$4,001,698	61,688	-8.7%	Shares	Defined	2021-11-15
2021-06-30	$4,328,152	67,543	+257.7%	Shares	Defined	2021-08-23
2021-03-31	$1,095,706	18,885	-61.0%	Shares	Defined	2021-05-17
2020-12-31	$2,666,027	48,438	-17.7%	Shares	Defined	2021-02-16
2020-09-30	$2,000,534	58,822	+193.1%	Shares	Defined	2020-11-13
2020-06-30	$689,368	20,069	-90.0%	Shares	Defined	2020-08-14
2020-03-31	$3,786,623	200,033	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.