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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, Q2 2024

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Jun 30, 2024. 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
345
+45 vs. Q1 2024
Shares held
61.4M
+968.9K (+1.6%) vs. Q1 2024
Total value
$6.84B
+$1.07B (+18.4%) vs. Q1 2024
New holders
70
106 more added
Sold out
25
119 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 345 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 heldQ2 2024: $6.84B
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, Q2 2024

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q1 2024.

Institutions holding MTSI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC15,300$1.71M0.00%−76,454−83.3%Reduced
Louisiana State Employees Retirement System15,500$1.73M0.03%−300−1.9%Reduced
AQR Capital Management LLC15,715$1.75M0.00%+629+4.2%Added
Teachers Retirement System of the State of Kentucky15,734$1.75M0.02%00.0%Unchanged
Arizona State Retirement System16,141$1.80M0.01%+292+1.8%Added
Supplemental Annuity Collective Trust of NJ16,400$1.83M0.56%00.0%Unchanged
Pathstone Holdings, LLC17,259$1.92M0.01%+1,394+8.8%Added
Legato Capital Management LLC17,553$1.96M0.26%+2,445+16.2%Added
Jefferies Financial Group Inc.17,641$1.97M0.04%+14,272+423.6%Added
B. Metzler seel. Sohn & Co. AG18,342$2.04M0.02%00.0%Unchanged
Cerity Partners LLC18,450$2.06M0.01%−1,798−8.9%Reduced
Ensign Peak Advisors, Inc18,906$2.11M0.00%00.0%Unchanged
Hilton Capital Management, LLC19,674$2.19M0.19%−226−1.1%Reduced
Simplex Trading, LLC19,723$2.20M0.07%+16,827+581.0%Added
Hel Ved Capital Management Ltd20,100$2.24M0.79%+20,100New
NJ State Employees Deferred Compensation Plan21,000$2.34M0.29%00.0%Unchanged
State of New Jersey Common Pension Fund D21,057$2.35M0.01%−10,080−32.4%Reduced
Public Employees Retirement System of Ohio21,268$2.37M0.01%+21,268New
Edgestream Partners, L.P.22,462$2.50M0.12%+22,462New
Yousif Capital Management, LLC22,870$2.55M0.03%−1,950−7.9%Reduced
Moody Aldrich Partners LLC23,004$2.56M0.50%−4,496−16.3%Reduced
Twin Tree Management, LP23,010$2.56M0.08%+23,010New
Bank of Montreal23,797$2.67M0.00%+1,098+4.8%Added
Treasurer of the State of North Carolina24,270$2.71M0.01%+24,270New
Man Group plc24,285$2.71M0.01%+9,744+67.0%Added
Chartwell Investment Partners, LLC24,815$2.77M0.10%−4,048−14.0%Reduced
Covea Finance25,000$2.79M0.13%00.0%Unchanged
KBC Group NV25,982$2.90M0.01%+1,017+4.1%Added
Ameritas Investment Partners, Inc.26,156$2.92M0.10%−5,934−18.5%Reduced
Knights of Columbus Asset Advisors LLC26,462$2.95M0.19%+7,249+37.7%Added
Amalgamated Bank27,796$3.10M0.03%−942−3.3%Reduced
Mirae Asset Global ETFs Holdings Ltd.28,155$3.14M0.01%+28,155New
Segment Wealth Management, LLC28,419$3.17M0.23%−23,220−45.0%Reduced
Natixis Advisors, L.P.28,513$3.18M0.01%−1,650−5.5%Reduced
MetLife Investment Management28,875$3.22M0.02%−28,231−49.4%Reduced
State of Tennessee, Treasury Department29,212$3.26M0.01%+7,721+35.9%Added
Tower Research Capital LLC (TRC)29,750$3.32M0.06%+27,548+1,251.0%Added
Linden Thomas Advisory Services, LLC30,761$3.43M0.53%+30,761New
Truist Financial Corp30,868$3.44M0.01%−6,960−18.4%Reduced
Mutual of America Capital Management LLC31,378$3.50M0.04%−1,254−3.8%Reduced
Royal Bank of Canada35,439$3.95M0.00%+325+0.9%Added
Alberta Investment Management Corp35,575$3.97M0.04%+18,149+104.1%Added
UBS Group AG36,504$4.07M0.00%−46,965−56.3%Reduced
Hidden Lake Asset Management LP36,560$4.08M3.47%+36,560New
Raymond James & Associates36,993$4.12M0.00%−825−2.2%Reduced
State Board of Administration of Florida Retirement System37,444$4.17M0.01%+19,479+108.4%Added
Russell Investments Group, Ltd.37,871$4.22M0.01%+14,280+60.5%Added
TD Asset Management Inc39,244$4.37M0.00%+244+0.6%Added
Eisler Capital (US) LLC40,289$4.49M0.85%+40,289New
Paloma Partners Management Co44,466$4.96M0.43%+44,466New
Nomura Holdings Inc45,218$5.04M0.03%−16,433−26.7%Reduced
Summit Partners L P45,512$5.07M0.30%00.0%Unchanged
Citigroup Inc47,172$5.26M0.01%+17,233+57.6%Added
Great West Life Assurance Co47,578$5.30M0.01%+16,567+53.4%Added
Lisanti Capital Growth, LLC47,705$5.32M1.28%+24,895+109.1%Added
1832 Asset Management L.P.48,000$5.35M0.01%+48,000New
Bridge City Capital, LLC48,589$5.42M1.82%+9,173+23.3%Added
Concentric Capital Strategies, LP51,944$5.79M0.36%+25,645+97.5%Added
Boothbay Fund Management, LLC53,484$5.96M0.19%+48,154+903.5%Added
Avalon Global Asset Management LLC55,700$6.21M1.84%+300+0.5%Added
California State Teachers Retirement System56,172$6.26M0.01%−1,473−2.6%Reduced
Crestline Management, LP57,000$6.35M0.50%+15,876+38.6%Added
CloudAlpha Capital Management Limited/Hong Kong62,003$6.91M0.98%+62,003New
Y-Intercept (Hong Kong) Ltd64,057$7.14M0.39%+64,057New
Kennedy Capital Management, Inc.65,254$7.27M0.16%−4,737−6.8%Reduced
California Public Employees Retirement System68,140$7.60M0.01%+31,758+87.3%Added
Corebridge Financial, Inc.69,324$7.73M0.04%+69,324New
State of Wisconsin Investment Board75,640$8.43M0.02%−5,275−6.5%Reduced
Castleark Management LLC75,740$8.44M0.34%+8,430+12.5%Added
Silverberg Bernstein Capital Management LLC80,653$8.99M8.71%−1,700−2.1%Reduced
Penserra Capital Management LLC82,455$9.19M0.12%−3,403−4.0%Reduced
Deutsche Bank AG83,657$9.33M0.00%−26,718−24.2%Reduced
D. E. Shaw & Co., Inc.85,586$9.54M0.01%+1,394+1.7%Added
Varma Mutual Pension Insurance Co87,400$9.74M0.08%−94,900−52.1%Reduced
Thornburg Investment Management Inc91,022$10.2M0.14%−3,797−4.0%Reduced
Guggenheim Capital LLC91,346$10.2M0.07%+3,351+3.8%Added
Envestnet Asset Management Inc92,066$10.3M0.00%+3,626+4.1%Added
Retirement Systems of Alabama97,038$10.8M0.04%−1,140−1.2%Reduced
Legal & General Group Plc97,745$10.9M0.00%+11,635+13.5%Added
S Squared Technology, LLC98,946$11.0M4.87%−30,000−23.3%Reduced
Osterweis Capital Management Inc106,080$11.8M0.61%−17,920−14.5%Reduced
G2 Investment Partners Management LLC106,364$11.9M3.08%+84,264+381.3%Added
Segall Bryant & Hamill, LLC107,385$12.0M0.21%+2,925+2.8%Added
Nuveen Asset Management, LLC111,511$12.4M0.00%−77,376−41.0%Reduced
Swiss National Bank113,350$12.6M0.01%−500−0.4%Reduced
HRT Financial LP116,586$13.0M0.07%+116,586New
Qube Research & Technologies Ltd120,219$13.4M0.02%+90,859+309.5%Added
UBS Asset Management Americas Inc128,892$14.4M0.00%+60,363+88.1%Added
Rhumbline Advisers147,258$16.4M0.02%−25,405−14.7%Reduced
Point72 Hong Kong Ltd148,292$16.5M1.01%+95,292+179.8%Added
F/M Investments LLC168,810$18.8M0.68%+168,810New
Polar Asset Management Partners Inc.173,000$19.3M0.49%−136,366−44.1%Reduced
Public Employees Retirement Association of Colorado174,744$19.5M0.08%+56,992+48.4%Added
WCM Investment Management, LLC186,960$20.5M0.05%−1,067−0.6%Reduced
Comerica Bank195,675$21.8M0.09%+90,776+86.5%Added
Principal Financial Group Inc207,542$23.1M0.01%−22,790−9.9%Reduced
Susquehanna International Group, LLP208,914$23.3M0.04%+203,361+3,662.2%Added
Next Century Growth Investors LLC211,955$23.6M1.96%+33,291+18.6%Added
Emerald Mutual Fund Advisers Trust225,367$25.1M1.32%−4,713−2.0%Reduced
Silvercrest Asset Management Group LLC237,692$26.5M0.18%−2,420−1.0%Reduced