EULAV Asset Management’s MACOM Technology Solutions MTSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.5M	Hold	87,046	–	–	0.29%	82
2025 Q1	$8.74M	Buy	87,046 +12,000	+16%	+$1.2M	0.22%	107
2024 Q4	$9.75M	Buy	+75,046	New	+$9.75M	0.23%	101