Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”. A copy of the letter is available to download here. The small caps’ earnings are reaccelerating in 2025, as the firm forecasted a year ago. The market also experienced a low-quality rally within the small-cap space. Against this backdrop, the Small Cap Growth Fund underperformed the Russell 2000 Growth Index benchmark in the quarter, returning 0.51% vs. 1.22% for the benchmark. Heading into 2026, there are many reasons to feel positive about the economy, earnings growth, and the stock market. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Loomis Sayles Small Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) as one of its leading contributors. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is a high-power analog semiconductor solutions provider serving applications across radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On March 24, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) stock closed at $237.23 per share. One-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -6.37%, and its shares gained 124.54% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.795 billion.
Loomis Sayles Small Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its fourth quarter 2025 investor letter:
“Establishment Labs Holdings, Wave Life Sciences and MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) were the top individual contributors overall. MACOM Technology Solutions Holdings is a high growth analog semiconductor company and a long time holding that has exposure to the data center and defense end markets, both of which are showing significant growth. Share gains from new products have helped to supercharge growth, along with self-help initiatives that are driving margins higher. The company’s unique positioning, along with higher revenue and earnings revisions, have driven the stock to the upper bands of its peer group valuation.”
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 35 hedge fund portfolios held MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) at the end of the fourth quarter, the same as in the previous quarter. While we acknowledge the risk and potential of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) and shared Artisan Mid Cap Fund’s views on the company. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
