In-line Results and Stronger Than Expected Outlook Lifted MACOM Technology Solutions Holdings (MTSI) Higher

Core Insights - Artisan Mid Cap Fund's fourth-quarter 2025 performance showed a decline, with Investor Class at -0.44%, Advisor Class at -0.37%, and Institutional Class at -0.35%, compared to -3.70% for the Russell Midcap® Growth Index, despite strong gains in US equities [1] Group 1: Fund Performance - The Fund seeks investments in companies with franchise characteristics, strong earnings trajectories, and trading at a discount to estimated private market value [1] - Continued strength in information technology and health care sectors contributed positively to the Fund's performance during the quarter [1] Group 2: MACOM Technology Solutions Holdings, Inc. - MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is highlighted as a key stock, with a market capitalization of $18.418 billion and a one-month return of 12.17%, while shares increased by 105.86% over the past twelve months [2] - The company reported in-line results and a stronger-than-expected Q1 outlook, with improvements in gross margins and strong bookings driven by demand in data infrastructure and satellite communications [3] - The Fund trimmed its position in MACOM in line with valuation discipline, despite recognizing its potential [3] Group 3: Hedge Fund Interest - MACOM Technology Solutions Holdings, Inc. was held by 34 hedge fund portfolios at the end of the fourth quarter, a slight decrease from 35 in the previous quarter [4] - The company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer greater upside potential with less downside risk [4]