LongMTSISep 2026
MACOM Technology Solutions Holdings, Inc.
Conestoga initiated MACOM to participate in faster data-center interconnects and increasingly sophisticated defense electronics. Its specialized semiconductors support optical…
MTSI
Which hedge funds are long MTSI?
5 published ideas on MACOM Technology Solutions Holdings, Inc. across 5 funds — 5 long and 0 short.
MACOM Technology Solutions Holdings hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on MACOM Technology Solutions Holdings: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongMTSIJun 2026
MACOM Technology Solutions Holdings
MACOM designs and manufactures high-performance semiconductor products serving data-center, industrial and defense, and telecom markets. Strong earnings and guidance reflected…
LongMTSIJun 2026
MACOM Technology Solutions Holdings Inc.
MACOM is positioned as a hardware enabler of the AI infrastructure buildout. The fund highlights strong demand for the company's high-performance analog semiconductors used in…
LongMTSIJun 2026
MACOM Technology Solutions Holdings Inc.
MACOM is part of the fund's semiconductor exposure and participated in strong gains tied to semiconductor capital equipment and compound semiconductor tailwinds. The holding fits…
LongMTSIJun 2026
MACOM Technology Solutions Holdings, Inc.
MACOM is positioned at the intersection of optical connectivity and radio-frequency demand through its high-performance analog and mixed-signal semiconductor portfolio. The fund…