Driehaus Capital Management LLC
Position in MTSI — MACOM Technology Solutions Holdings, Inc.
CIK 938206
Chicago, IL
Position in MTSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,796,062
-$7,769,633 QoQ
Shares Held
336,813
-30.1% QoQ
Ownership
0.441%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
8 quarters on record
Voting authority
Sole 84.29959651201112.ToString("F0")%
Shared 0.ToString("F0")%
None 15.700403487988885.ToString("F0")%
Common Shares in MTSI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Driehaus Capital Management LLC holds $890,389,770 across 14 Semiconductors names. MTSI ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,264,890 | $427,469,575 | |
| 2 | LASR |
Nlight, Inc.
|
1,772,697 | $101,079,182 | |
| 3 | SITM |
SITIME Corp
|
227,965 | $78,727,712 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
This page
|
336,813 | $74,796,062 | |
| 5 | SIMO |
Silicon Motion Technology CORP
|
509,975 | $57,265,092 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
326,103 | $57,224,554 | |
| 7 | SMTC |
Semtech Corp
|
628,456 | $48,321,981 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
176,762 | $16,396,443 |
All Filings in MTSI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,796,062 | 336,813 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $82,565,695 | 482,051 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,670,056 | 374,890 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,972,960 | 348,754 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $4,542,966 | 78,300 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,058,176 | 91,900 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $782,230 | 23,000 | 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. | ||||||