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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
Citigroup Inc45,287$4.55M0.00%−28,614−38.7%Reduced
F/M Investments LLC42,183$4.23M0.17%−5,645−11.8%Reduced
Avalon Global Asset Management LLC40,700$4.08M1.39%+5,000+14.0%Added
State Board of Administration of Florida Retirement System40,545$4.07M0.01%+1,080+2.7%Added
ExodusPoint Capital Management, LP40,234$4.04M0.05%−72,900−64.4%Reduced
BNP Paribas Arbitrage, SA39,658$3.98M0.00%−691−1.7%Reduced
Sterling Capital Management LLC39,515$3.97M0.06%−14,115−26.3%Reduced
Royal Bank of Canada38,842$3.90M0.00%+5,683+17.1%Added
Trexquant Investment LP38,018$3.82M0.04%+38,018New
Truist Financial Corp37,613$3.78M0.01%+6,349+20.3%Added
Jain Global LLC37,494$3.76M0.08%+37,494New
Osterweis Capital Management Inc33,811$3.39M0.17%−36,219−51.7%Reduced
Natixis Advisors, L.P.33,469$3.36M0.01%+5,221+18.5%Added
Jump Financial, LLC33,315$3.34M0.05%+33,315New
MetLife Investment Management33,075$3.32M0.02%+462+1.4%Added
STRS Ohio32,900$3.30M0.01%00.0%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH32,634$3.28M0.01%+32,634New
Linden Thomas Advisory Services, LLC31,187$3.13M0.41%+705+2.3%Added
Twin Tree Management, LP30,985$3.11M0.07%−79,088−71.9%Reduced
Mutual of America Capital Management LLC30,608$3.07M0.04%+120.0%Added
Treasurer of the State of North Carolina28,520$2.86M0.01%+3,990+16.3%Added
Engineers Gate Manager LP27,866$2.80M0.05%+13,057+88.2%Added
Edgestream Partners, L.P.27,575$2.77M0.09%+27,575New
Amalgamated Bank27,157$2.73M0.02%−243−0.9%Reduced
KBC Group NV26,844$2.69M0.01%+611+2.3%Added
Cerity Partners LLC26,309$2.64M0.01%+6,062+29.9%Added
Ameritas Investment Partners, Inc.26,211$2.63M0.09%+110+0.4%Added
Covea Finance26,000$2.61M0.12%−1,000−3.7%Reduced
State of Tennessee, Treasury Department22,911$2.30M0.01%−5,500−19.4%Reduced
Police & Firemen's Retirement System of New Jersey22,594$2.27M0.02%+2,646+13.3%Added
NJ State Employees Deferred Compensation Plan21,000$2.11M0.27%00.0%Unchanged
Yousif Capital Management, LLC20,337$2.04M0.02%+87+0.4%Added
Pathstone Holdings, LLC20,151$2.02M0.01%+821+4.2%Added
Public Employees Retirement System of Ohio19,232$1.93M0.01%+70+0.4%Added
State of New Jersey Common Pension Fund D19,091$1.92M0.01%+84+0.4%Added
Ensign Peak Advisors, Inc18,906$1.90M0.00%00.0%Unchanged
Franklin Resources Inc18,401$1.85M0.00%+98+0.5%Added
Arizona State Retirement System17,615$1.77M0.01%+883+5.3%Added
Y-Intercept (Hong Kong) Ltd17,590$1.77M0.12%+17,590New
Nissay Asset Management Corp17,504$1.76M0.01%+1,991+12.8%Added
Hilton Capital Management, LLC17,415$1.75M0.15%−744−4.1%Reduced
PDT Partners, LLC16,993$1.71M0.12%+12,188+253.7%Added
Louisiana State Employees Retirement System16,700$1.68M0.03%+600+3.7%Added
Teacher Retirement System of Texas16,511$1.66M0.01%−4,064−19.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)16,493$1.66M0.00%+973+6.3%Added
Supplemental Annuity Collective Trust of NJ16,400$1.65M0.52%00.0%Unchanged
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
Thrivent Financial for Lutherans15,329$1.54M0.00%+316+2.1%Added
TD Asset Management Inc15,308$1.54M0.00%−136−0.9%Reduced
Boothbay Fund Management, LLC15,188$1.52M0.05%−2,121−12.3%Reduced
Teachers Retirement System of the State of Kentucky14,854$1.49M0.01%00.0%Unchanged
Semanteon Capital Management, LP14,590$1.46M0.80%+3,809+35.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,216$1.43M0.01%+1,424+11.1%Added
State of Michigan Retirement System14,200$1.43M0.01%+500+3.6%Added
Oppenheimer Asset Management Inc.13,896$1.39M0.02%+2,655+23.6%Added
Toroso Investments, LLC13,738$1.38M0.01%−2,035−12.9%Reduced
Mariner, LLC13,656$1.37M0.00%+2,722+24.9%Added
Segment Wealth Management, LLC13,419$1.35M0.09%−15,000−52.8%Reduced
Russell Investments Group, Ltd.13,396$1.34M0.00%+6,236+87.1%Added
Northwestern Mutual Investment Management Company, LLC13,224$1.33M0.02%+352+2.7%Added
Ion Asset Management Ltd.13,000$1.30M0.10%00.0%Unchanged
KLP Kapitalforvaltning AS13,000$1.30M0.01%+1,000+8.3%Added
Creative Planning12,754$1.28M0.00%−491−3.7%Reduced
New Mexico Educational Retirement Board12,200$1.23M0.04%+1,600+15.1%Added
Oregon Public Employees Retirement Fund12,143$1.22M0.02%+350+3.0%Added
Credit Agricole S A11,270$1.13M0.00%+4,791+73.9%Added
Jefferies Financial Group Inc.11,239$1.13M0.02%+11,239New
Stifel Financial Corp11,115$1.12M0.00%+39+0.4%Added
Quadrature Capital Ltd10,215$1.03M0.02%+10,215New
Legato Capital Management LLC10,091$1.01M0.14%−7,847−43.7%Reduced
New York State Teachers Retirement System9,226$926.0K0.00%+400+4.5%Added
JustInvest LLC9,135$917.0K0.01%−265−2.8%Reduced
Captrust Financial Advisors9,084$911.9K0.00%+1,079+13.5%Added
LPL Financial LLC9,003$903.7K0.00%+2,367+35.7%Added
Pictet Asset Management Holding SA9,003$903.4K0.00%+659+7.9%Added
S Squared Technology, LLC8,946$898.0K0.46%−32,000−78.2%Reduced
Equitable Holdings, Inc.8,856$889.0K0.01%+8,856New
XTX Topco Ltd8,776$880.9K0.05%−2,015−18.7%Reduced
PEAK6 LLC8,552$858.5K0.03%−5,474−39.0%Reduced
Schonfeld Strategic Advisors LLC8,239$827.0K0.01%+147+1.8%Added
Two Sigma Advisers, LP8,200$823.1K0.00%−19,100−70.0%Reduced
Brevan Howard Capital Management LP8,189$822.0K0.02%+8,189New
Commerce Bank8,185$821.6K0.01%−586−6.7%Reduced
Guggenheim Capital LLC7,875$790.5K0.01%−35−0.4%Reduced
HSBC Holdings PLC7,912$781.3K0.00%−3,268−29.2%Reduced
Voya Investment Management LLC7,783$781.3K0.00%+1,008+14.9%Added
Quantinno Capital Management LP7,688$771.7K0.01%+4,009+109.0%Added
Verition Fund Management LLC7,636$766.5K0.00%−16,889−68.9%Reduced
The PNC Financial Services Group, Inc.7,501$753.0K0.00%+378+5.3%Added
Two Sigma Investments, LP7,465$749.3K0.00%−51,535−87.3%Reduced
Xponance, Inc.7,021$704.8K0.01%+488+7.5%Added
State of Alaska, Department of Revenue6,969$699.0K0.01%+365+5.5%Added
Federated Hermes, Inc.6,839$686.5K0.00%+1,403+25.8%Added
Colony Group, LLC6,739$676.5K0.00%+19+0.3%Added
Numerai GP LLC6,528$655.3K0.12%+6,528New
NorthCrest Asset Manangement, LLC6,419$644.3K0.02%+49+0.8%Added
Wells Fargo & Company6,418$644.3K0.00%−6,015−48.4%Reduced
Advisor Resource Council6,591$633.1K0.05%+6,591New
Global X Japan Co., Ltd.6,171$619.4K0.07%+300+5.1%Added