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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
Corebridge Financial, Inc.65,709$6.60M0.04%+185+0.3%Added
Twinbeech Capital LP65,723$6.60M0.12%+12,578+23.7%Added
Segall Bryant & Hamill, LLC70,465$7.07M0.11%−1,991−2.7%Reduced
State of Wisconsin Investment Board73,446$7.37M0.02%+4,254+6.1%Added
Silverberg Bernstein Capital Management LLC74,013$7.43M6.92%−650−0.9%Reduced
Cubist Systematic Strategies, LLC82,064$8.24M0.11%+29,746+56.9%Added
Thornburg Investment Management Inc84,502$8.48M0.12%−6,500−7.1%Reduced
Deutsche Bank AG85,750$8.61M0.00%+40.0%Added
EULAV Asset Management87,046$8.74M0.22%+12,000+16.0%Added
Wellington Management Group LLP87,525$8.79M0.00%−25,206−22.4%Reduced
California Public Employees Retirement System88,281$8.86M0.01%+3,775+4.5%Added
SummitTX Capital, L.P.91,872$9.22M0.41%+91,872New
Kennedy Capital Management, Inc.92,220$9.26M0.22%+36,604+65.8%Added
Jane Street Group, LLC92,600$9.30M0.02%−97,832−51.4%Reduced
Assenagon Asset Management S.A.98,187$9.86M0.02%−20.0%Reduced
Envestnet Asset Management Inc98,208$9.86M0.00%+10,137+11.5%Added
Frontier Capital Management Co LLC99,715$10.0M0.11%−3,075−3.0%Reduced
Retirement Systems of Alabama101,785$10.2M0.04%+1,959+2.0%Added
Mirae Asset Global Investments Co., Ltd.106,060$10.4M0.04%+10,895+11.4%Added
Emerald Mutual Fund Advisers Trust109,225$11.0M0.78%−14,923−12.0%Reduced
Legal & General Group Plc112,936$11.3M0.00%+9,428+9.1%Added
Swiss National Bank119,250$12.0M0.01%+5,700+5.0%Added
Raymond James Financial Inc126,586$12.7M0.00%+60,160+90.6%Added
Principal Financial Group Inc136,978$13.7M0.01%+4,249+3.2%Added
Bank of Montreal147,351$14.8M0.01%+126,466+605.5%Added
Next Century Growth Investors LLC150,404$15.1M1.34%+6,037+4.2%Added
Squarepoint Ops LLC153,910$15.4M0.04%+107,134+229.0%Added
Rhumbline Advisers156,073$15.7M0.01%+6,536+4.4%Added
UBS Asset Management Americas Inc157,182$15.8M0.00%+13,215+9.2%Added
Comerica Bank159,257$16.0M0.07%−35,174−18.1%Reduced
Ieq Capital, LLC163,273$16.4M0.13%+163,273New
Emerald Advisers, LLC174,654$17.5M0.79%−5,639−3.1%Reduced
Lord, Abbett & Co. LLC187,478$18.8M0.07%−94,237−33.5%Reduced
Bank of America Corp194,945$19.6M0.00%+12,894+7.1%Added
Public Employees Retirement Association of Colorado197,529$19.8M0.08%+23,234+13.3%Added
TimesSquare Capital Management, LLC213,722$21.5M0.35%+14,422+7.2%Added
Ameriprise Financial Inc214,965$21.6M0.01%−28,271−11.6%Reduced
Qube Research & Technologies Ltd230,921$23.2M0.04%+117,222+103.1%Added
Oberweis Asset Management Inc232,520$23.3M1.16%+53,450+29.8%Added
AQR Capital Management LLC247,400$23.5M0.02%+243,271+5,891.8%Added
Nuveen, LLC236,774$23.8M0.01%+236,774New
Victory Capital Management Inc246,665$24.8M0.03%−1,368−0.6%Reduced
New York State Common Retirement Fund248,873$25.0M0.04%+5,440+2.2%Added
D. E. Shaw & Co., Inc.250,124$25.1M0.03%+86,559+52.9%Added
UBS Group AG250,459$25.1M0.01%+143,236+133.6%Added
Massachusetts Financial Services Co265,318$26.6M0.01%+24,691+10.3%Added
Silvercrest Asset Management Group LLC281,696$28.3M0.20%+7,803+2.8%Added
SEI Investments Co282,474$28.4M0.04%+8,189+3.0%Added
Polar Asset Management Partners Inc.328,444$33.0M1.09%+175,599+114.9%Added
Morgan Stanley355,596$35.7M0.00%+5,920+1.7%Added
Goldman Sachs Group Inc379,448$38.1M0.01%−38,573−9.2%Reduced
Schroder Investment Management Group410,667$40.4M0.04%−8,059−1.9%Reduced
Bank of New York Mellon Corp413,304$41.5M0.01%+925+0.2%Added
Aristotle Capital Boston, LLC413,334$41.5M2.07%−96,676−19.0%Reduced
Janus Henderson Group PLC456,101$44.9M0.02%+8,298+1.9%Added
Northern Trust Corp494,315$49.6M0.01%+15,269+3.2%Added
Stephens Investment Management Group LLC498,301$50.0M0.72%−2,997−0.6%Reduced
Loomis Sayles & Co L P532,604$53.5M0.08%−11,219−2.1%Reduced
American Century Companies Inc551,866$55.4M0.03%−110,268−16.7%Reduced
Charles Schwab Investment Management Inc552,437$55.5M0.01%+20,095+3.8%Added
Analog Century Management LP577,893$58.0M4.70%+115,532+25.0%Added
Manufacturers Life Insurance Company, The617,174$62.0M0.06%+51,531+9.1%Added
Jennison Associates LLC630,406$63.3M0.04%+97,943+18.4%Added
Millennium Management LLC681,167$68.4M0.07%−169,520−19.9%Reduced
Westfield Capital Management Co LP721,904$72.5M0.35%−268,775−27.1%Reduced
Norges Bank770,377$77.3M0.01%+132,761+20.8%Added
Macquarie Group Ltd773,369$77.6M0.10%+503,609+186.7%Added
Polar Capital Holdings Plc782,372$78.5M0.49%−288,699−27.0%Reduced
Neuberger Berman Group LLC802,862$80.8M0.07%+85,297+11.9%Added
Dimensional Fund Advisors LP947,146$95.1M0.02%−48,082−4.8%Reduced
Citadel Advisors LLC1,041,995$104.6M0.10%+207,902+24.9%Added
Geode Capital Management, LLC1,124,324$112.9M0.01%+101,759+10.0%Added
T. Rowe Price Investment Management, Inc.1,251,297$125.6M0.08%−233,588−15.7%Reduced
GW&K Investment Management, LLC1,275,048$128.0M1.19%+114,780+9.9%Added
Alliancebernstein L.P.1,468,782$147.4M0.05%+34,214+2.4%Added
Capital Research Global Investors1,676,041$168.2M0.04%+393,083+30.6%Added
JPMorgan Chase & Co1,766,876$177.4M0.01%+612,077+53.0%Added
State Street Corp2,082,037$209.0M0.01%+61,041+3.0%Added
Artisan Partners Limited Partnership2,436,585$244.6M0.40%−276,872−10.2%Reduced
Point72 Asset Management, L.P.2,775,406$278.6M0.78%+802,952+40.7%Added
Price T Rowe Associates Inc3,185,975$319.8M0.04%−812,161−20.3%Reduced
Invesco Ltd.3,358,850$337.2M0.06%−174,493−4.9%Reduced
FMR LLC5,060,591$508.0M0.03%+334,796+7.1%Added
BlackRock, Inc.5,681,457$570.3M0.01%+248,632+4.6%Added
Vanguard Group Inc6,646,452$667.2M0.01%+129,201+2.0%Added
Proequities, Inc.0$00.00%−2−100.0%Sold out
Hood River Capital Management LLC0$00.00%−294,449−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−274,947−100.0%Sold out
CSS LLC0$00.00%−226,997−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−141,343−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−96,184−100.0%Sold out
Castleark Management LLC0$00.00%−50,390−100.0%Sold out
Crestline Management, LP0$00.00%−43,051−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−41,290−100.0%Sold out
EAM Investors, LLC0$00.00%−37,755−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−18,943−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−17,724−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−17,316−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−14,323−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−11,484−100.0%Sold out