Driehaus Capital Management LLC

Position in MTSI — MACOM Technology Solutions Holdings, Inc.

CIK 938206 Chicago, IL

Position in MTSI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$95,513,569

+$20,717,507 QoQ

Shares Held

251,107

-25.4% QoQ

Ownership

0.329%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#55

of 654 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Technology · as of Jun 30, 2026

Driehaus Capital Management LLC holds $1,533,407,968 across 16 Semiconductors names. MTSI ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	984,500	$470,167,665
2	SIMO	Silicon Motion Technology CORP	786,074	$262,022,046
3	CRDO	Credo Technology Group Holding Ltd	517,062	$140,615,010
4	LASR	Nlight, Inc.	1,986,119	$138,273,604
5	SITM	SITIME Corp	172,133	$128,335,479
6	MTSI	MACOM Technology Solutions Holdings, Inc. This page	251,107	$95,513,569
7	ALAB	Astera Labs, Inc.	194,619	$94,004,869
8	SMTC	Semtech Corp	419,633	$67,917,601

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,513,569	251,107	-25.4%	Shares	Sole	2026-08-14
2026-03-31	$74,796,062	336,813	-30.1%	Shares	Sole	2026-05-15
2025-12-31	$82,565,695	482,051	+28.6%	Shares	Sole	2026-02-17
2025-09-30	$46,670,056	374,890	+7.5%	Shares	Sole	2025-11-14
2025-06-30	$49,972,960	348,754	+345.4%	Shares	Sole	2025-08-14
2021-03-31	$4,542,966	78,300	-14.8%	Shares	Sole	2021-05-17
2020-12-31	$5,058,176	91,900	+299.6%	Shares	Sole	2021-02-16
2020-09-30	$782,230	23,000	-49.8%	Shares	Sole	2020-11-16
2020-06-30	$1,573,230	45,800	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.