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MACOM Technology Solutions Holdings, Inc.

MTSI
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001493594

In the last 90 days, MACOM Technology Solutions Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 659 institutions reported holding it in 13F filings for Q2 2026, worth $27.7B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q1 2023

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
269
+2 vs. Q4 2022
Shares held
54.8M
+1.45M (+2.7%) vs. Q4 2022
Total value
$3.87B
+$511.3M (+15.2%) vs. Q4 2022
New holders
31
97 more added
Sold out
29
93 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MTSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 269 institutions
Q1 2021: 228 institutionsQ2 2021: 203 institutionsQ3 2021: 204 institutionsQ4 2021: 238 institutionsQ1 2022: 246 institutionsQ2 2022: 230 institutionsQ3 2022: 237 institutionsQ4 2022: 270 institutionsQ1 2023: 269 institutionsQ2 2023: 266 institutionsQ3 2023: 275 institutionsQ4 2023: 296 institutionsQ1 2024: 303 institutionsQ2 2024: 345 institutionsQ3 2024: 339 institutionsQ4 2024: 386 institutionsQ1 2025: 385 institutionsQ2 2025: 420 institutionsQ3 2025: 430 institutionsQ4 2025: 462 institutionsQ1 2026: 516 institutionsQ2 2026: 659 institutions
Value heldQ1 2023: $3.87B
Q1 2021: $2.83BQ2 2021: $3.15BQ3 2021: $3.26BQ4 2021: $3.92BQ1 2022: $3.01BQ2 2022: $2.34BQ3 2022: $2.75BQ4 2022: $3.36BQ1 2023: $3.87BQ2 2023: $3.57BQ3 2023: $4.61BQ4 2023: $5.38BQ1 2024: $5.80BQ2 2024: $6.84BQ3 2024: $6.96BQ4 2024: $8.10BQ1 2025: $6.40BQ2 2025: $9.48BQ3 2025: $8.65BQ4 2025: $12.3BQ1 2026: $16.4BQ2 2026: $27.7B
Institutions holding MTSI and their total value by quarter
QuarterHoldersValue
Q2 2026659$27.7B
Q1 2026516$16.4B
Q4 2025462$12.3B
Q3 2025430$8.65B
Q2 2025420$9.48B
Q1 2025385$6.40B
Q4 2024386$8.10B
Q3 2024339$6.96B
Q2 2024345$6.84B
Q1 2024303$5.80B
Q4 2023296$5.38B
Q3 2023275$4.61B
Q2 2023266$3.57B
Q1 2023269$3.87B
Q4 2022270$3.36B
Q3 2022237$2.75B
Q2 2022230$2.34B
Q1 2022246$3.01B
Q4 2021238$3.92B
Q3 2021204$3.26B
Q2 2021203$3.15B
Q1 2021228$2.83B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q4 2022.

Institutions holding MTSI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Keybank National Association4,705$333.3K0.00%00.0%Unchanged
Assenagon Asset Management S.A.4,755$336.8K0.00%−11,849−71.4%Reduced
Federated Hermes, Inc.5,343$378.5K0.00%−1,724−24.4%Reduced
Glenmede Trust Co NA5,343$378.5K0.00%−23−0.4%Reduced
Mariner, LLC5,386$380.0K0.00%+592+12.3%Added
Essex Investment Management Co LLC5,400$382.5K0.06%00.0%Unchanged
First Republic Investment Management, Inc.5,513$390.5K0.00%−1,644−23.0%Reduced
Pictet Asset Management SA5,556$393.6K0.00%00.0%Unchanged
Russell Investments Group, Ltd.5,726$405.6K0.00%+56+1.0%Added
FDx Advisors, Inc.6,639$418.0K0.02%00.0%Unchanged
Van Eck Associates Corp6,105$432.0K0.00%+4,512+283.2%Added
Cantor Fitzgerald, L. P.6,140$435.0K0.01%−171−2.7%Reduced
John G Ullman & Associates Inc6,150$436.0K0.07%−200−3.1%Reduced
JustInvest LLC6,332$448.6K0.02%+1,231+24.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,355$450.2K0.00%+753+13.4%Added
NorthCrest Asset Manangement, LLC6,400$453.4K0.02%+500+8.5%Added
Dynamic Technology Lab Private Ltd6,610$468.0K0.04%−5,693−46.3%Reduced
Quadrature Capital Ltd6,650$471.1K0.01%+6,650New
Millennium Management LLC6,770$480.0K0.00%+6,770New
State of Alaska, Department of Revenue7,115$504.0K0.01%+25+0.4%Added
Teachers Retirement System of the State of Kentucky7,266$514.0K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado7,265$515.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.7,279$515.6K0.00%−206−2.8%Reduced
Versor Investments LP7,351$520.7K0.07%−3,086−29.6%Reduced
FORA Capital, LLC7,686$544.5K0.05%+3,138+69.0%Added
Raymond James & Associates8,027$568.6K0.00%−517−6.1%Reduced
Xponance, Inc.8,182$579.6K0.01%+312+4.0%Added
Bank of Montreal8,685$624.6K0.00%+2,232+34.6%Added
Americana Partners, LLC9,000$637.6K0.10%00.0%Unchanged
New Mexico Educational Retirement Board9,300$659.0K0.03%+1,600+20.8%Added
ProShare Advisors LLC9,457$669.9K0.00%−197−2.0%Reduced
US Bancorp9,638$682.8K0.00%+394+4.3%Added
Hillsdale Investment Management Inc.9,800$694.2K0.06%+1,000+11.4%Added
Commerce Bank9,812$695.1K0.01%−3,028−23.6%Reduced
Verition Fund Management LLC11,295$800.1K0.01%+11,295New
Northwestern Mutual Investment Management Company, LLC11,456$811.5K0.02%+6,727+142.2%Added
Ensign Peak Advisors, Inc12,060$854.3K0.00%+1,350+12.6%Added
Wells Fargo & Company12,278$869.8K0.00%+10,290+517.6%Added
Legato Capital Management LLC12,321$872.8K0.16%00.0%Unchanged
ORG Partners LLC12,919$905.6K0.22%+12,919New
New York State Teachers Retirement System12,958$918.0K0.00%+5,032+63.5%Added
State of Michigan Retirement System13,000$920.9K0.01%00.0%Unchanged
Thrivent Financial for Lutherans13,627$965.0K0.00%+17+0.1%Added
Louisiana State Employees Retirement System13,700$970.5K0.02%00.0%Unchanged
Arizona State Retirement System14,333$1.02M0.01%+507+3.7%Added
Two Sigma Investments, LP14,334$1.02M0.00%+700+5.1%Added
AQR Capital Management LLC15,097$1.05M0.00%−458−2.9%Reduced
Oregon Public Employees Retirement Fund15,032$1.06M0.01%−19−0.1%Reduced
The PNC Financial Services Group, Inc.15,136$1.07M0.00%+1,548+11.4%Added
Stifel Financial Corp16,098$1.14M0.00%−3,291−17.0%Reduced
Supplemental Annuity Collective Trust of NJ16,400$1.16M0.45%00.0%Unchanged
Premier Fund Managers Ltd17,521$1.22M0.05%00.0%Unchanged
Balyasny Asset Management LLC17,326$1.23M0.00%+17,326New
State Board of Administration of Florida Retirement System17,965$1.27M0.00%00.0%Unchanged
Twinbeech Capital LP18,035$1.28M0.03%+11,201+163.9%Added
Teacher Retirement System of Texas18,339$1.30M0.01%−6,746−26.9%Reduced
Virtus Investment Advisers, Inc.19,408$1.37M0.96%+876+4.7%Added
Natixis Advisors, L.P.20,683$1.47M0.01%−554−2.6%Reduced
B. Metzler seel. Sohn & Co. AG20,798$1.47M0.02%+1,934+10.3%Added
NJ State Employees Deferred Compensation Plan21,000$1.49M0.23%00.0%Unchanged
KBC Group NV21,008$1.49M0.01%+1,509+7.7%Added
TD Asset Management Inc22,000$1.56M0.00%+22,000New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys23,257$1.65M0.01%+270+1.2%Added
Mirae Asset Global Investments Co., Ltd.24,972$1.77M0.00%+3,315+15.3%Added
Susquehanna International Group, LLP25,201$1.79M0.00%+17,127+212.1%Added
Envestnet Asset Management Inc192,394$1.79M0.00%+158,876+474.0%Added
Yousif Capital Management, LLC26,135$1.85M0.02%+120+0.5%Added
Chartwell Investment Partners, LLC27,162$1.93M0.07%−8,267−23.3%Reduced
State of Tennessee, Treasury Department27,489$1.95M0.01%−42,511−60.7%Reduced
Allspring Global Investments Holdings, LLC27,869$1.97M0.00%+983+3.7%Added
Citigroup Inc28,165$2.00M0.00%+14,233+102.2%Added
Voya Investment Management LLC28,798$2.04M0.00%−14,551−33.6%Reduced
Knights of Columbus Asset Advisors LLC29,691$2.10M0.21%+143+0.5%Added
Ameritas Investment Partners, Inc.31,856$2.26M0.09%+14,811+86.9%Added
Nomura Holdings Inc32,031$2.27M0.02%−33,804−51.3%Reduced
Amundi34,879$2.29M0.00%−2,200−5.9%Reduced
Qube Research & Technologies Ltd32,857$2.33M0.01%+23,547+252.9%Added
APG Asset Management N.V.35,700$2.33M0.00%−5,500−13.3%Reduced
Great West Life Assurance Co32,923$2.33M0.01%−1,176−3.4%Reduced
Royal Bank of Canada32,944$2.33M0.00%−5,835−15.0%Reduced
Barclays PLC33,295$2.36M0.00%+6,759+25.5%Added
ExodusPoint Capital Management, LP34,029$2.41M0.03%+34,029New
Bridge City Capital, LLC34,709$2.46M1.23%−137−0.4%Reduced
Amalgamated Bank34,941$2.48M0.02%−1,157−3.2%Reduced
State of New Jersey Common Pension Fund D35,606$2.52M0.01%+1,877+5.6%Added
Moody Aldrich Partners LLC41,356$2.93M0.59%+1,743+4.4%Added
Mutual of America Capital Management LLC41,495$2.94M0.03%−437−1.0%Reduced
Concentric Capital Strategies, LP43,235$3.06M1.03%+24,632+132.4%Added
Summit Partners L P43,268$3.07M0.22%+2,768+6.8%Added
Oberweis Asset Management Inc44,100$3.12M0.48%+5,700+14.8%Added
Texas Permanent School Fund46,308$3.28M0.03%+12,265+36.0%Added
Winton Group Ltd47,592$3.37M0.21%+1,036+2.2%Added
BNP Paribas Arbitrage, SA48,606$3.44M0.01%−391−0.8%Reduced
Man Group plc–$3.46M0.01%––
Penserra Capital Management LLC49,599$3.51M0.07%−2,989−5.7%Reduced
Credit Suisse AG49,876$3.53M0.00%+1,882+3.9%Added
UBS Asset Management Americas Inc54,319$3.85M0.00%+3,714+7.3%Added
Kennedy Capital Management, Inc.54,714$3.88M0.11%−13,013−19.2%Reduced
MetLife Investment Management59,036$4.18M0.03%+1,185+2.0%Added
Avalon Global Asset Management LLC60,000$4.25M2.38%−10,000−14.3%Reduced