OBERWEIS ASSET MANAGEMENT INC/ MTSI — Macom Technology Solutions

Ownership history in OBERWEIS ASSET MANAGEMENT INC/  ·  18 quarters on record

AI Ownership Summary

OBERWEIS ASSET MANAGEMENT INC/ reported Macom Technology Solutions (MTSI) in 18 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.42% in 2026 Q1. The latest visible filing shows MTSI at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MTSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OBERWEIS ASSET MANAGEMENT INC/'s position in Macom Technology Solutions, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MTSI was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MTSI stock page OBERWEIS ASSET MANAGEMENT INC/ fund profile OBERWEIS ASSET MANAGEMENT INC/ full holdings
How OBERWEIS ASSET MANAGEMENT INC/ held MTSI — position size vs. price
% of Fund (quarterly)    MTSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 215,886 +36,926 +20.6% 1.42% $47.9M 2026-05-15 $375.60
2025 Q4 ADDED — — — 178,960 +1,170 +0.7% 1.12% $30.7M 2026-02-17 $245.59
2025 Q3 REDUCED — — — 177,790 -1,730 -1.0% 0.85% $22.1M 2025-11-17 $159.83
2025 Q2 REDUCED 22.8% -14.0% ✅ 179,520 -53,000 -22.8% 1.12% $25.7M 2025-08-14 $125.40
2025 Q1 ADDED — — — 232,520 +53,450 +29.8% 1.16% $23.3M 2025-05-15 $122.53
2024 Q4 ADDED — — — 179,070 +25,970 +17.0% 1.10% $23.3M 2025-02-14 $123.12
2024 Q3 ADDED — — — 153,100 +97,400 +174.9% 0.87% $17.0M 2024-11-14 $126.76
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MTSI

As of 2026 Q1 — sorted by position size

Silverberg Bernstein Capital Management LLC 15.08% Analog Century Management LP 3Y 4.63% Maytree Asset Management Ltd 3Y 4.5% Sunstone Asset Management, L.P. 3.72% FengHe Fund Management Pte. Ltd. 3Y 3.39% Whale Rock Capital Management LLC 3Y 7Y 3.37% Aristotle Capital Boston, LLC 3Y 7Y 2.85% Ranger Investment Management, L.P. 3Y 7Y 2.38% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 2.1% Candelo Capital Management LP 1.86%

FAQ About OBERWEIS ASSET MANAGEMENT INC/ and MTSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has OBERWEIS ASSET MANAGEMENT INC/ reported owning MTSI?

OBERWEIS ASSET MANAGEMENT INC/ reported MTSI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MTSI position in OBERWEIS ASSET MANAGEMENT INC/'s portfolio?

The largest reported portfolio weight for MTSI was 1.42% in 2026 Q1.

What is the latest reported MTSI position on this page?

The most recent filing on this page is 2026 Q1, when OBERWEIS ASSET MANAGEMENT INC/ reported 215,886 shares, equal to 1.42% of portfolio, with an estimated market value of $47.9M.

What does the chart on this MTSI ownership page compare?

The chart compares OBERWEIS ASSET MANAGEMENT INC/'s quarterly MTSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OBERWEIS ASSET MANAGEMENT INC/ time their MTSI position?

Based on 13F filing dates vs. subsequent MTSI price moves, OBERWEIS ASSET MANAGEMENT INC/ correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on MTSI relative to SPY over the holding period was +32.9%.

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