In its first-quarter 2026 investor letter, Aristotle Small Cap Equity Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) as one of its leading contributors.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is a high-power analog semiconductor solutions provider serving applications across radio frequency (RF), microwave, millimeter wave, and lightwave spectrum
On May 20, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $375.71 per share. One-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was 32.11%, and its shares gained 209.12% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $28.66 billion.
Aristotle Small Cap Equity Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q1 2026 investor letter: “MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is a designer and manufacturer of high-performance semiconductor products. The stock benefitted from strong earnings results that exceeded analyst expectations featuring record revenue and profitability, driven by accelerating demand across data-center, industrial/defense, and telecom end markets. We maintain our position, as we believe the company’s meaningful exposure to growing demand from data center and 5G end market applications along with the integration of recent acquisitions and domestic manufacturing footprint should continue to drive shareholder value.” MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026.