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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 2025

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Mar 31, 2025. 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
385
+2 vs. Q4 2024
Shares held
63.8M
+1.75M (+2.8%) vs. Q4 2024
Total value
$6.40B
−$1.66B (−20.6%) vs. Q4 2024
New holders
58
170 more added
Sold out
56
109 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 385 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 2025: $6.40B
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 2025

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q4 2024.

Institutions holding MTSI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Guggenheim Capital LLC7,875$790.5K0.01%−35−0.4%Reduced
Commerce Bank8,185$821.6K0.01%−586−6.7%Reduced
Brevan Howard Capital Management LP8,189$822.0K0.02%+8,189New
Two Sigma Advisers, LP8,200$823.1K0.00%−19,100−70.0%Reduced
Schonfeld Strategic Advisors LLC8,239$827.0K0.01%+147+1.8%Added
PEAK6 LLC8,552$858.5K0.03%−5,474−39.0%Reduced
XTX Topco Ltd8,776$880.9K0.05%−2,015−18.7%Reduced
Equitable Holdings, Inc.8,856$889.0K0.01%+8,856New
S Squared Technology, LLC8,946$898.0K0.46%−32,000−78.2%Reduced
Pictet Asset Management Holding SA9,003$903.4K0.00%+659+7.9%Added
LPL Financial LLC9,003$903.7K0.00%+2,367+35.7%Added
Captrust Financial Advisors9,084$911.9K0.00%+1,079+13.5%Added
JustInvest LLC9,135$917.0K0.01%−265−2.8%Reduced
New York State Teachers Retirement System9,226$926.0K0.00%+400+4.5%Added
Legato Capital Management LLC10,091$1.01M0.14%−7,847−43.7%Reduced
Quadrature Capital Ltd10,215$1.03M0.02%+10,215New
Stifel Financial Corp11,115$1.12M0.00%+39+0.4%Added
Jefferies Financial Group Inc.11,239$1.13M0.02%+11,239New
Credit Agricole S A11,270$1.13M0.00%+4,791+73.9%Added
Oregon Public Employees Retirement Fund12,143$1.22M0.02%+350+3.0%Added
New Mexico Educational Retirement Board12,200$1.23M0.04%+1,600+15.1%Added
Creative Planning12,754$1.28M0.00%−491−3.7%Reduced
Ion Asset Management Ltd.13,000$1.30M0.10%00.0%Unchanged
KLP Kapitalforvaltning AS13,000$1.30M0.01%+1,000+8.3%Added
Northwestern Mutual Investment Management Company, LLC13,224$1.33M0.02%+352+2.7%Added
Russell Investments Group, Ltd.13,396$1.34M0.00%+6,236+87.1%Added
Segment Wealth Management, LLC13,419$1.35M0.09%−15,000−52.8%Reduced
Mariner, LLC13,656$1.37M0.00%+2,722+24.9%Added
Toroso Investments, LLC13,738$1.38M0.01%−2,035−12.9%Reduced
Oppenheimer Asset Management Inc.13,896$1.39M0.02%+2,655+23.6%Added
State of Michigan Retirement System14,200$1.43M0.01%+500+3.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,216$1.43M0.01%+1,424+11.1%Added
Semanteon Capital Management, LP14,590$1.46M0.80%+3,809+35.3%Added
Teachers Retirement System of the State of Kentucky14,854$1.49M0.01%00.0%Unchanged
Boothbay Fund Management, LLC15,188$1.52M0.05%−2,121−12.3%Reduced
TD Asset Management Inc15,308$1.54M0.00%−136−0.9%Reduced
Thrivent Financial for Lutherans15,329$1.54M0.00%+316+2.1%Added
Brinker Capital Investments, LLC15,720$1.58M0.02%+3,931+33.3%Added
Orion Portfolio Solutions, LLC15,720$1.58M0.02%+3,931+33.3%Added
Supplemental Annuity Collective Trust of NJ16,400$1.65M0.52%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)16,493$1.66M0.00%+973+6.3%Added
Teacher Retirement System of Texas16,511$1.66M0.01%−4,064−19.8%Reduced
Louisiana State Employees Retirement System16,700$1.68M0.03%+600+3.7%Added
PDT Partners, LLC16,993$1.71M0.12%+12,188+253.7%Added
Hilton Capital Management, LLC17,415$1.75M0.15%−744−4.1%Reduced
Nissay Asset Management Corp17,504$1.76M0.01%+1,991+12.8%Added
Y-Intercept (Hong Kong) Ltd17,590$1.77M0.12%+17,590New
Arizona State Retirement System17,615$1.77M0.01%+883+5.3%Added
Franklin Resources Inc18,401$1.85M0.00%+98+0.5%Added
Ensign Peak Advisors, Inc18,906$1.90M0.00%00.0%Unchanged
State of New Jersey Common Pension Fund D19,091$1.92M0.01%+84+0.4%Added
Public Employees Retirement System of Ohio19,232$1.93M0.01%+70+0.4%Added
Pathstone Holdings, LLC20,151$2.02M0.01%+821+4.2%Added
Yousif Capital Management, LLC20,337$2.04M0.02%+87+0.4%Added
NJ State Employees Deferred Compensation Plan21,000$2.11M0.27%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey22,594$2.27M0.02%+2,646+13.3%Added
State of Tennessee, Treasury Department22,911$2.30M0.01%−5,500−19.4%Reduced
Covea Finance26,000$2.61M0.12%−1,000−3.7%Reduced
Ameritas Investment Partners, Inc.26,211$2.63M0.09%+110+0.4%Added
Cerity Partners LLC26,309$2.64M0.01%+6,062+29.9%Added
KBC Group NV26,844$2.69M0.01%+611+2.3%Added
Amalgamated Bank27,157$2.73M0.02%−243−0.9%Reduced
Edgestream Partners, L.P.27,575$2.77M0.09%+27,575New
Engineers Gate Manager LP27,866$2.80M0.05%+13,057+88.2%Added
Treasurer of the State of North Carolina28,520$2.86M0.01%+3,990+16.3%Added
Mutual of America Capital Management LLC30,608$3.07M0.04%+120.0%Added
Twin Tree Management, LP30,985$3.11M0.07%−79,088−71.9%Reduced
Linden Thomas Advisory Services, LLC31,187$3.13M0.41%+705+2.3%Added
Universal- Beteiligungs- und Servicegesellschaft mbH32,634$3.28M0.01%+32,634New
STRS Ohio32,900$3.30M0.01%00.0%Unchanged
MetLife Investment Management33,075$3.32M0.02%+462+1.4%Added
Jump Financial, LLC33,315$3.34M0.05%+33,315New
Natixis Advisors, L.P.33,469$3.36M0.01%+5,221+18.5%Added
Osterweis Capital Management Inc33,811$3.39M0.17%−36,219−51.7%Reduced
Jain Global LLC37,494$3.76M0.08%+37,494New
Truist Financial Corp37,613$3.78M0.01%+6,349+20.3%Added
Trexquant Investment LP38,018$3.82M0.04%+38,018New
Royal Bank of Canada38,842$3.90M0.00%+5,683+17.1%Added
Sterling Capital Management LLC39,515$3.97M0.06%−14,115−26.3%Reduced
BNP Paribas Arbitrage, SA39,658$3.98M0.00%−691−1.7%Reduced
ExodusPoint Capital Management, LP40,234$4.04M0.05%−72,900−64.4%Reduced
State Board of Administration of Florida Retirement System40,545$4.07M0.01%+1,080+2.7%Added
Avalon Global Asset Management LLC40,700$4.08M1.39%+5,000+14.0%Added
F/M Investments LLC42,183$4.23M0.17%−5,645−11.8%Reduced
Citigroup Inc45,287$4.55M0.00%−28,614−38.7%Reduced
Barclays PLC46,232$4.64M0.00%−51,875−52.9%Reduced
Summit Partners L P47,650$4.78M0.30%+2,138+4.7%Added
Magnetar Financial LLC48,709$4.89M0.06%+48,709New
Raiffeisen Bank International AG50,000$4.92M0.08%00.0%Unchanged
Great West Life Assurance Co49,372$4.96M0.01%−1,237−2.4%Reduced
Bridge City Capital, LLC50,388$5.06M1.52%−9,718−16.2%Reduced
First Trust Advisors LP51,383$5.16M0.00%−2,877−5.3%Reduced
Voloridge Investment Management, LLC53,152$5.34M0.02%+8,811+19.9%Added
Amundi58,090$5.35M0.00%+58,090New
Walleye Capital LLC57,010$5.72M0.06%+45,127+379.8%Added
California State Teachers Retirement System59,488$5.97M0.01%+5,596+10.4%Added
Alberta Investment Management Corp60,329$6.06M0.04%+25,169+71.6%Added
Quantbot Technologies LP61,060$6.13M0.20%+50,679+488.2%Added
G2 Investment Partners Management LLC62,247$6.25M2.04%−15,164−19.6%Reduced
Algert Global LLC63,658$6.39M0.16%+13,178+26.1%Added