AIGH Capital’s MaxLinear Exit

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Now, it appears that AIGH Capital Management LLC, a firm not entirely unfamiliar with the vagaries of the investment game, has decided to part company with its holdings in MaxLinear – a name, I gather, associated with the rather technical business of radio frequencies and whatnot. They’ve disposed of a substantial packet of shares – 1,107,504, to be precise – a transaction amounting to some $17.81 million, calculated at the quarterly average, which sounds frightfully precise, but one supposes these financial chaps require precision. It was, one might say, a clean sweep – a complete and utter exodus from the MaxLinear estate.

A Spot of Financial Housekeeping

According to a document filed with the Securities and Exchange Commission – a body renowned for its fondness for paperwork – AIGH Capital relieved itself of every single share of MaxLinear during the last quarter of 2025. The value of their holdings, therefore, descended to the distinctly unromantic figure of zero. One pictures a clerk, pencil in hand, making a particularly emphatic stroke through the MaxLinear entry in the ledger. A touch dramatic, perhaps, but one must allow for a certain amount of theatrical flair in these financial affairs.

What It All Signifies

  • AIGH Capital, having clearly decided that MaxLinear wasn’t quite the ticket, has removed it entirely from its portfolio. A decisive move, what!
  • Consequently, MaxLinear now occupies precisely zero percent of AIGH Capital’s 13F assets. A rather thorough disengagement, wouldn’t you agree?
  • As for AIGH’s remaining investments, one observes a rather fetching collection, including: NASDAQ: SNDK at $66.47 million (a substantial 16% of their assets under management), some contracts relating to Zoom Communications (worth $60.4 million, or 15% of the fund), NASDAQ: CSTL at $24.30 million, NASDAQ: PSNL at $23.08 million, and NASDAQ: LASR at $22.51 million. A diversified portfolio, one might say, though perhaps a touch lacking in the exotic.
  • As of February 1st, 2026, MaxLinear shares were fetching $17.35 apiece – a figure slightly down on the year, and lagging behind the general market by a disheartening 15 percentage points. A bit of a pickle, to be sure.

A Brief Examination of the Company

Metric Value
Price (as of market close 2/1/26) $17.35
Market Capitalization $1.51 billion
Revenue (TTM) $467.64 million
Net Income (TTM) ($136.68 million)

MaxLinear, you see, specializes in rather clever bits of technology – specifically, radio frequencies, analog circuits, and mixed-signal systems-on-chip. They design and sell these integrated circuits and platform solutions, enabling high-speed communications and power management for all sorts of electronic devices. They serve a global clientele of distributors, module makers, and original equipment manufacturers. A complicated business, to be sure, but one that appears to have a certain amount of potential.

The Implications for the Discerning Investor

Now, the everyday investor – a chap who likes to keep a watchful eye on the markets – might interpret AIGH Capital’s sale as a sign that they weren’t entirely convinced of MaxLinear’s prospects. The firm, you see, offloaded a goodly number of positions during the last quarter of 2025, and MaxLinear was the largest of the lot. One can’t help but wonder what prompted such a decisive move.

Alternatively, one might view AIGH’s sale as a strategic repositioning of their portfolio, with a particular emphasis on the biopharmaceutical industry. They added several relatively large positions in companies developing new drugs during the fourth quarter. A bit of a gamble, perhaps, but one that could pay off handsomely.

MaxLinear’s stock price, it must be said, had only risen by a modest 1.2% since the end of the fourth quarter of 2025. However, the company’s fourth-quarter results, released on January 29th, 2026, were rather encouraging. Net revenue soared by 48% year over year, and by 8% since the third quarter. On an adjusted basis, earnings rose to $0.19 per share, a marked improvement from the loss of $0.09 in the previous year. One suspects that AIGH Capital might be regretting their hasty exit, if one were inclined to speculate.

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2026-02-02 19:22