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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 2025

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Jun 30, 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
420
+41 vs. Q1 2025
Shares held
66.2M
+2.41M (+3.8%) vs. Q1 2025
Total value
$9.48B
+$3.08B (+48.2%) vs. Q1 2025
New holders
81
185 more added
Sold out
40
103 more reduced

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 420 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 2025: $9.48B
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 2025

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q1 2025.

Institutions holding MTSI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Quantbot Technologies LP30,414$4.36M0.11%−30,646−50.2%Reduced
Linden Thomas Advisory Services, LLC30,799$4.41M0.49%−388−1.2%Reduced
First Trust Advisors LP31,738$4.55M0.00%−19,645−38.2%Reduced
MetLife Investment Management32,823$4.70M0.03%−252−0.8%Reduced
Edgestream Partners, L.P.33,422$4.79M0.13%+5,847+21.2%Added
ING Groep NV34,400$4.93M0.03%+34,400New
Wells Fargo & Company37,289$5.34M0.00%+30,871+481.0%Added
Truist Financial Corp38,062$5.45M0.01%+449+1.2%Added
Hel Ved Capital Management Ltd38,400$5.50M2.48%+38,400New
Barclays PLC38,641$5.54M0.00%−7,591−16.4%Reduced
Sterling Capital Management LLC39,239$5.62M0.08%−276−0.7%Reduced
Jefferies Financial Group Inc.39,497$5.66M0.09%+28,258+251.4%Added
F/M Investments LLC40,241$5.77M0.21%−1,942−4.6%Reduced
Natixis Advisors, L.P.40,467$5.80M0.01%+6,998+20.9%Added
State Board of Administration of Florida Retirement System40,685$5.83M0.01%+140+0.3%Added
Avalon Global Asset Management LLC40,700$5.83M1.64%00.0%Unchanged
Nicholas Investment Partners, LP43,074$6.17M0.55%+43,074New
STRS Ohio43,078$6.17M0.02%+10,178+30.9%Added
Citigroup Inc43,548$6.24M0.00%−1,739−3.8%Reduced
Summit Partners L P47,650$6.83M0.48%00.0%Unchanged
Weiss Asset Management LP48,177$6.90M0.11%+48,177New
Great West Life Assurance Co48,374$6.93M0.01%−998−2.0%Reduced
Raiffeisen Bank International AG50,000$6.96M0.10%00.0%Unchanged
Bridge City Capital, LLC50,817$7.28M2.04%+429+0.9%Added
California State Teachers Retirement System59,646$8.55M0.01%+158+0.3%Added
Algert Global LLC62,628$8.97M0.19%−1,030−1.6%Reduced
BNP Paribas Arbitrage, SA64,426$9.23M0.01%+24,768+62.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH65,210$9.34M0.02%+32,576+99.8%Added
Tudor Investment Corp Et Al66,532$9.53M0.07%+66,532New
Engineers Gate Manager LP67,274$9.64M0.12%+39,408+141.4%Added
State of Wisconsin Investment Board67,844$9.72M0.02%−5,602−7.6%Reduced
G2 Investment Partners Management LLC70,417$10.1M2.21%+8,170+13.1%Added
Rokos Capital Management LLP71,628$10.3M0.17%+71,628New
Twin Tree Management, LP74,029$10.6M0.27%+43,044+138.9%Added
Concentric Capital Strategies, LP77,133$11.1M0.62%+77,133New
Thornburg Investment Management Inc77,897$11.2M0.14%−6,605−7.8%Reduced
Penserra Capital Management LLC79,460$11.4M0.16%+79,460New
Jump Financial, LLC81,564$11.7M0.14%+48,249+144.8%Added
SummitTX Capital, L.P.83,964$12.0M0.53%−7,908−8.6%Reduced
Deutsche Bank AG85,761$12.3M0.00%+110.0%Added
EULAV Asset Management87,046$12.5M0.29%00.0%Unchanged
Kennedy Capital Management, Inc.92,823$13.3M0.32%+603+0.7%Added
Frontier Capital Management Co LLC99,423$14.2M0.13%−292−0.3%Reduced
Emerald Mutual Fund Advisers Trust100,519$14.4M0.88%−8,706−8.0%Reduced
California Public Employees Retirement System101,979$14.6M0.01%+13,698+15.5%Added
Retirement Systems of Alabama102,137$14.6M0.05%+352+0.3%Added
Voloridge Investment Management, LLC105,896$15.2M0.06%+52,744+99.2%Added
Silverberg Bernstein Capital Management LLC110,042$15.8M10.81%+36,029+48.7%Added
Mirae Asset Global Investments Co., Ltd.112,082$16.1M0.06%+6,022+5.7%Added
TD Asset Management Inc114,744$16.4M0.01%+99,436+649.6%Added
Legal & General Group Plc115,538$16.6M0.00%+2,602+2.3%Added
Bank of Montreal116,693$16.7M0.01%−30,658−20.8%Reduced
Segall Bryant & Hamill, LLC119,513$17.1M0.24%+49,048+69.6%Added
Swiss National Bank120,650$17.3M0.01%+1,400+1.2%Added
Ieq Capital, LLC123,423$17.7M0.11%−39,850−24.4%Reduced
Envestnet Asset Management Inc126,887$18.2M0.01%+28,679+29.2%Added
Massachusetts Financial Services Co127,893$18.3M0.01%−137,425−51.8%Reduced
Principal Financial Group Inc135,246$19.4M0.01%−1,732−1.3%Reduced
Next Century Growth Investors LLC158,383$22.7M1.75%+7,979+5.3%Added
Rhumbline Advisers158,432$22.7M0.02%+2,359+1.5%Added
Comerica Bank165,419$23.7M0.09%+6,162+3.9%Added
Geneva Capital Management LLC172,230$24.7M0.41%+172,230New
Oberweis Asset Management Inc179,520$25.7M1.12%−53,000−22.8%Reduced
TimesSquare Capital Management, LLC180,619$25.9M0.37%−33,103−15.5%Reduced
Emerald Advisers, LLC182,648$26.2M0.96%+7,994+4.6%Added
Public Employees Retirement Association of Colorado197,529$28.3M0.11%00.0%Unchanged
Royal Bank of Canada212,121$30.4M0.01%+173,279+446.1%Added
Nuveen, LLC223,092$32.0M0.01%−13,682−5.8%Reduced
Ameriprise Financial Inc243,238$34.9M0.01%+28,273+13.2%Added
Victory Capital Management Inc245,805$35.2M0.02%−860−0.3%Reduced
Raymond James Financial Inc245,972$35.2M0.01%+119,386+94.3%Added
Polar Asset Management Partners Inc.249,765$35.8M0.89%−78,679−24.0%Reduced
SEI Investments Co273,346$39.2M0.05%−9,128−3.2%Reduced
Bank of America Corp274,020$39.3M0.00%+79,075+40.6%Added
Lord, Abbett & Co. LLC276,403$39.6M0.13%+88,925+47.4%Added
Silvercrest Asset Management Group LLC276,482$39.6M0.27%−5,214−1.9%Reduced
Fiera Capital Corp291,328$41.7M0.14%+291,328New
UBS Asset Management Americas Inc294,793$42.2M0.01%+137,611+87.5%Added
AQR Capital Management LLC308,508$44.1M0.04%+61,108+24.7%Added
D. E. Shaw & Co., Inc.317,977$45.6M0.05%+67,853+27.1%Added
Aristotle Capital Boston, LLC331,523$47.5M2.42%−81,811−19.8%Reduced
New York State Common Retirement Fund341,173$48.9M0.07%+92,300+37.1%Added
Driehaus Capital Management LLC348,754$50.0M0.40%+348,754New
Wellington Management Group LLP351,535$50.4M0.01%+264,010+301.6%Added
Morgan Stanley372,569$53.4M0.00%+16,973+4.8%Added
Schroder Investment Management Group414,801$59.4M0.05%+4,134+1.0%Added
Janus Henderson Group PLC462,422$66.3M0.03%+6,321+1.4%Added
Northern Trust Corp506,503$72.6M0.01%+12,188+2.5%Added
American Century Companies Inc507,954$72.8M0.04%−43,912−8.0%Reduced
Loomis Sayles & Co L P520,091$74.5M0.09%−12,513−2.3%Reduced
UBS Group AG528,091$75.7M0.02%+277,632+110.8%Added
Stephens Investment Management Group LLC539,900$77.4M1.02%+41,599+8.3%Added
Goldman Sachs Group Inc564,901$80.9M0.01%+185,453+48.9%Added
Charles Schwab Investment Management Inc575,842$82.5M0.01%+23,405+4.2%Added
Jennison Associates LLC587,738$84.2M0.05%−42,668−6.8%Reduced
Bank of New York Mellon Corp628,882$90.1M0.02%+215,578+52.2%Added
Analog Century Management LP643,765$92.2M5.41%+65,872+11.4%Added
Manufacturers Life Insurance Company, The669,232$95.9M0.09%+52,058+8.4%Added
Westfield Capital Management Co LP709,433$101.7M0.43%−12,471−1.7%Reduced
Norges Bank795,146$113.9M0.01%+24,769+3.2%Added