HF Best Ideas
Analyses
Companies
Quarterly Letters
✦
Warren AI
Analyses
Companies
Quarterly Letters
✦
Warren AI
Every fund on this company
MACOM Technology Solutions in 4 fund letters
→
Also pitched by Aristotle Small Mid Cap Equity
FTAI Aviation Ltd.
FTAI
Insight Enterprises Inc.
NSIT
Itron
ITRI
Novanta
NOVT
Primo Brands
PRMB
Ciena
CIEN
MACOM Technology Solutions — Aristotle Small Mid Cap Equity — Dec 2025 · HF Best Ideas