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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, Q4 2024

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Dec 31, 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
386
+55 vs. Q3 2024
Shares held
62.4M
−143.3K (−0.2%) vs. Q3 2024
Total value
$8.10B
+$1.15B (+16.5%) vs. Q3 2024
New holders
85
120 more added
Sold out
30
117 more reduced

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 386 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 heldQ4 2024: $8.10B
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, Q4 2024

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q3 2024.

Institutions holding MTSI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
F/M Investments LLC47,828$6.21M0.23%−119,985−71.5%Reduced
Squarepoint Ops LLC46,776$6.08M0.02%+46,776New
Summit Partners L P45,512$5.91M0.26%00.0%Unchanged
Voloridge Investment Management, LLC44,341$5.76M0.02%+44,341New
Crestline Management, LP43,051$5.59M0.19%+6,085+16.5%Added
Lisanti Capital Growth, LLC41,290$5.36M1.29%+24,715+149.1%Added
S Squared Technology, LLC40,946$5.32M2.21%−20,000−32.8%Reduced
BNP Paribas Arbitrage, SA40,349$5.24M0.00%+31,942+379.9%Added
State Board of Administration of Florida Retirement System39,465$5.13M0.01%+15,030+61.5%Added
EAM Investors, LLC37,755$4.90M0.69%+37,755New
Avalon Global Asset Management LLC35,700$4.64M1.30%−15,000−29.6%Reduced
Alberta Investment Management Corp35,160$4.57M0.03%−5,100−12.7%Reduced
Cinctive Capital Management LP35,051$4.55M0.25%−53,557−60.4%Reduced
Nomura Holdings Inc34,698$4.51M0.02%+3,482+11.2%Added
Royal Bank of Canada33,159$4.31M0.00%+1,006+3.1%Added
STRS Ohio32,900$4.27M0.02%+17,594+114.9%Added
MetLife Investment Management32,613$4.24M0.02%+2,798+9.4%Added
Truist Financial Corp31,264$4.06M0.01%+96+0.3%Added
Mutual of America Capital Management LLC30,596$3.97M0.04%−614−2.0%Reduced
Linden Thomas Advisory Services, LLC30,482$3.96M0.50%−180−0.6%Reduced
Segment Wealth Management, LLC28,419$3.69M0.25%00.0%Unchanged
State of Tennessee, Treasury Department28,411$3.69M0.01%−801−2.7%Reduced
Natixis Advisors, L.P.28,248$3.67M0.01%−777−2.7%Reduced
Amalgamated Bank27,400$3.56M0.03%−77−0.3%Reduced
Two Sigma Advisers, LP27,300$3.55M0.01%+27,300New
Covea Finance27,000$3.51M0.16%+2,000+8.0%Added
KBC Group NV26,233$3.41M0.01%+132+0.5%Added
Ameritas Investment Partners, Inc.26,101$3.39M0.11%−248−0.9%Reduced
Treasurer of the State of North Carolina24,530$3.19M0.01%+160+0.7%Added
Verition Fund Management LLC24,525$3.19M0.02%+11,425+87.2%Added
SG Americas Securities, LLC23,178$3.01M0.01%+5,521+31.3%Added
NJ State Employees Deferred Compensation Plan21,000$2.73M0.33%00.0%Unchanged
Bank of Montreal20,885$2.71M0.00%−2,385−10.2%Reduced
Teacher Retirement System of Texas20,575$2.67M0.01%+16,501+405.0%Added
Yousif Capital Management, LLC20,250$2.63M0.03%−742−3.5%Reduced
Police & Firemen's Retirement System of New Jersey19,948$2.59M0.03%+19,948New
Pathstone Holdings, LLC19,330$2.51M0.01%+777+4.2%Added
Public Employees Retirement System of Ohio19,162$2.49M0.01%−1,097−5.4%Reduced
State of New Jersey Common Pension Fund D19,007$2.47M0.01%00.0%Unchanged
Arrowstreet Capital, Limited Partnership18,943$2.46M0.00%+18,943New
Ensign Peak Advisors, Inc18,906$2.46M0.00%00.0%Unchanged
Franklin Resources Inc18,303$2.38M0.00%+3,320+22.2%Added
Hilton Capital Management, LLC18,159$2.36M0.20%+848+4.9%Added
Legato Capital Management LLC17,938$2.33M0.30%+6,085+51.3%Added
Knights of Columbus Asset Advisors LLC17,724$2.30M0.15%+2,942+19.9%Added
Cerity Partners LLC20,247$2.30M0.00%−601−2.9%Reduced
Aquatic Capital Management LLC17,316$2.25M0.06%+17,316New
Boothbay Fund Management, LLC17,309$2.25M0.07%−933−5.1%Reduced
Arizona State Retirement System16,732$2.17M0.01%+122+0.7%Added
Supplemental Annuity Collective Trust of NJ16,400$2.13M0.63%00.0%Unchanged
Louisiana State Employees Retirement System16,100$2.09M0.04%+100+0.6%Added
Man Group plc15,987$2.08M0.01%−1,024−6.0%Reduced
Nissay Asset Management Corp15,513$2.07M0.01%+554+3.7%Added
Toroso Investments, LLC15,773$2.05M0.02%+702+4.7%Added
Dynamic Technology Lab Private Ltd15,680$2.04M0.33%+15,680New
Campbell & CO Investment Adviser LLC15,646$2.03M0.16%+13,453+613.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,520$2.02M0.01%+3,050+24.5%Added
TD Asset Management Inc15,444$2.01M0.00%−3,600−18.9%Reduced
Thrivent Financial for Lutherans15,013$1.95M0.00%+1,445+10.7%Added
Teachers Retirement System of the State of Kentucky14,854$1.93M0.02%−400−2.6%Reduced
Engineers Gate Manager LP14,809$1.92M0.03%+11,075+296.6%Added
Lecap Asset Management Ltd14,323$1.86M0.50%+14,323New
PEAK6 LLC14,026$1.82M0.07%+14,026New
State of Michigan Retirement System13,700$1.78M0.01%00.0%Unchanged
Creative Planning13,245$1.72M0.00%+2,824+27.1%Added
Ion Asset Management Ltd.13,000$1.69M0.10%00.0%Unchanged
Pacer Advisors, Inc.12,944$1.68M0.00%−1,937−13.0%Reduced
Northwestern Mutual Investment Management Company, LLC12,872$1.67M0.04%+59+0.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,792$1.66M0.01%+61+0.5%Added
Wells Fargo & Company12,433$1.62M0.00%+2,927+30.8%Added
KLP Kapitalforvaltning AS12,000$1.56M0.01%+12,000New
Walleye Capital LLC11,883$1.54M0.01%+11,883New
Oregon Public Employees Retirement Fund11,793$1.53M0.03%+46+0.4%Added
Brinker Capital Investments, LLC11,789$1.53M0.02%−742−5.9%Reduced
Orion Portfolio Solutions, LLC11,789$1.53M0.02%−742−5.9%Reduced
Bryce Point Capital, LLC11,484$1.49M0.43%+11,484New
Entropy Technologies, LP11,292$1.47M0.15%+11,292New
HSBC Holdings PLC11,180$1.46M0.00%+5,075+83.1%Added
Oppenheimer Asset Management Inc.11,241$1.46M0.02%+320+2.9%Added
Teza Capital Management LLC11,111$1.44M0.22%+11,111New
Stifel Financial Corp11,076$1.44M0.00%−2,686−19.5%Reduced
Mariner, LLC10,934$1.42M0.00%+810+8.0%Added
XTX Topco Ltd10,791$1.40M0.12%+10,791New
Semanteon Capital Management, LP10,781$1.40M0.75%+10,781New
Scientech Research LLC10,724$1.39M0.39%+10,724New
New Mexico Educational Retirement Board10,600$1.38M0.05%00.0%Unchanged
Quantbot Technologies LP10,381$1.35M0.05%−6,617−38.9%Reduced
Polymer Capital Management (HK) LTD9,898$1.29M0.23%−5,102−34.0%Reduced
Fox Run Management, L.L.C.9,848$1.28M0.23%+9,848New
HighTower Advisors, LLC9,600$1.25M0.00%+9,600New
JustInvest LLC9,400$1.22M0.02%+642+7.3%Added
New York State Teachers Retirement System8,826$1.15M0.00%00.0%Unchanged
Commerce Bank8,771$1.14M0.01%+546+6.6%Added
Pictet Asset Management Holding SA8,344$1.08M0.00%+706+9.2%Added
Schonfeld Strategic Advisors LLC8,092$1.05M0.01%+2,806+53.1%Added
Captrust Financial Advisors8,005$1.04M0.00%+3,193+66.4%Added
Guggenheim Capital LLC7,910$1.03M0.01%−79,393−90.9%Reduced
Russell Investments Group, Ltd.7,160$930.2K0.00%+100+1.4%Added
The PNC Financial Services Group, Inc.7,123$925.3K0.00%−385−5.1%Reduced
Point72 (DIFC) Ltd6,899$896.3K0.08%+6,899New