SEC 13F Intelligence

Semanteon Capital Management, LP / MTSI

Semanteon Capital Management, LP’s Macom Tech Solutions Hldgs I Position

Does Semanteon Capital Management, LP own Macom Tech Solutions Hldgs I (MTSI)? Not currently — the last reported position was 5.5K shares worth $794,543 in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$794,543
Q2 2025
Shares
5.5K
% of Portfolio
+1.20%
Quarters Held
3
position exited

Position History MTSI

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $794,543Q2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20255.5K$794,543+1.20%
Q1 202514.6K$1M+0.80%
Q4 202410.8K$1M+0.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Semanteon Capital Management, LP’s full portfolio or all institutional holders of MTSI.