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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.

Q1 2026 vs. Q4 2025

How the institutions holding MACOM Technology Solutions Holdings, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of MTSI: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4627516+61
Shares71.8M8.09M74.1M+10.4M (+16.2%)
Value$12.3B$1.39B$16.4B+$5.45B (+49.9%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (106)

Institutions that held MACOM Technology Solutions Holdings, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 106 by value.

Institutions new to MTSI in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC3,587,081$796.6M0.04%
Vanguard Capital Management LLC2,992,851$664.6M0.02%
Polar Capital Holdings Plc930,778$206.7M0.90%
Vanguard Fiduciary Trust Co405,532$90.1M0.02%
E20 Capital Ltd136,829$30.4M2.85%
CloudAlpha Capital Management Limited/Hong Kong77,214$17.1M1.89%
LMR Partners LLP75,000$16.7M0.15%
Trivest Advisors Ltd64,400$14.3M1.03%
Swedbank AB58,806$13.1M0.01%
Nomura Asset Management Co Ltd57,900$12.9M0.03%
Hel Ved Capital Management Ltd52,400$11.6M2.01%
Vanguard Asset Management, Ltd52,135$11.6M0.01%
Two Sigma Investments, LP39,317$8.73M0.01%
ExodusPoint Capital Management, LP30,719$6.82M0.07%
Emerald Investment Advisers, LLC30,715$6.82M0.61%
Bank Julius Baer & Co. Ltd, Zurich30,501$6.48M0.02%
AnglePoint Asset Management Ltd28,681$6.37M4.50%
Vanguard Global Advisers, LLC26,938$5.98M0.00%
Jain Global LLC26,701$5.93M0.08%
Insight Holdings Group, LLC21,590$4.79M0.34%
Thames Capital Management LLC17,960$3.99M0.71%
Vanguard Investments Australia, Ltd.16,925$3.76M0.01%
Armistice Capital, LLC16,808$3.73M0.12%
Persistent Asset Partners Ltd15,694$3.49M1.35%
Capital World Investors14,242$3.16M0.00%
Optimize Financial Inc13,504$3.00M1.48%
Toroso Investments, LLC13,183$2.93M0.01%
Candelo Capital Management LP10,120$2.25M2.26%
Lisanti Capital Growth, LLC9,620$2.14M0.54%
Harbour Capital Advisors, LLC6,744$1.87M0.36%
Catalyst Funds Management Pty Ltd8,044$1.79M0.30%
Allstate Corp7,746$1.72M0.02%
Virginia Retirement Systems Et Al7,700$1.71M0.01%
Sandler Capital Management6,857$1.52M1.03%
Highland Capital Management, LLC6,424$1.43M0.08%
Mirabella Financial Services LLP6,016$1.34M0.13%
Agf Management Ltd5,478$1.22M0.01%
Atom Investors LP5,201$1.15M0.08%
OP Asset Management Ltd4,720$1.05M0.01%
Circle Wealth Management, LLC4,214$935.8K0.01%
Twin Tree Management, LP3,971$881.8K0.19%
American Capital Management Inc3,929$872.5K0.05%
DnB Asset Management AS3,616$803.0K0.00%
Nations Financial Group Inc,3,532$784.4K0.04%
Sigma Planning Corp3,509$779.2K0.02%
J.W. Cole Advisors, Inc.3,290$730.6K0.02%
Mariner Investment Group LLC3,000$666.2K0.20%
Quantitative Investment Management, LLC2,970$659.0K0.07%
HRT Financial LP2,836$629.0K0.00%
SummitTX Capital, L.P.2,698$599.1K0.02%
Ares Systematic Credit Ltd2,589$542.4K0.43%
Concurrent Investment Advisors, LLC2,250$499.6K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.2,157$479.0K0.20%
Peapack Gladstone Financial Corp1,897$421.0K0.01%
Caitong International Asset Management Co., Ltd1,856$412.2K0.08%
GAM Holding AG1,789$397.3K0.03%
Prudential PLC1,739$386.2K0.00%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,481$328.9K0.01%
New Wave Wealth Advisors LLC1,315$292.0K0.10%
United Capital Financial Advisers, LLC1,237$274.7K0.00%
Venturi Wealth Management, LLC1,230$273.1K0.01%
Walkner Condon Financial Advisors LLC1,224$271.8K0.04%
HB Wealth Management, LLC1,218$270.5K0.00%
Polen Capital Management LLC1,063$236.1K0.00%
Clear Wave Wealth Management LLC1,010$224.3K0.06%
Abel Hall, LLC1,009$224.1K0.05%
S Squared Technology, LLC1,000$222.1K0.08%
Benjamin Edwards Inc1,000$222.0K0.00%
Simplex Trading, LLC990$219.8K0.01%
Janney Montgomery Scott LLC975$217.0K0.00%
Summit Financial Strategies, Inc.975$216.5K0.02%
Diversify Wealth Management, LLC782$210.9K0.00%
Brown Advisory Inc932$207.0K0.00%
Atomi Financial Group, Inc.926$205.6K0.01%
Inceptionr LLC911$202.3K0.05%
Banque Cantonale Vaudoise551$122.0K0.00%
Westpac Banking Corp432$95.9K0.01%
Clear Street Markets LLC246$54.6K0.03%
Advisory Services Network, LLC226$50.2K0.00%
Opal Wealth Advisors, LLC163$36.2K0.01%
Wall Street Financial Group, Inc.161$35.8K0.02%
Twin Peaks Wealth Advisors, LLC144$32.0K0.01%
GHP Investment Advisors, Inc.140$31.1K0.00%
Kemnay Advisory Services Inc.101$22.4K0.00%
Mather Group, LLC.100$22.2K0.00%
USA Financial Portformulas Corp98$21.8K0.00%
Owl Creek Wealth Partners LLC97$21.5K0.01%
Elequin Capital LP81$18.0K0.00%
CX Institutional43$10.0K0.00%
Strive Financial Group ,LLC47$10.0K0.01%
MJT & Associates Financial Advisory Group, Inc.34$7.55K0.01%
Activest Wealth Management24$5.33K0.00%
Quest 10 Wealth Builders, Inc.22$4.89K0.00%
JPL Wealth Management, LLC15$3.33K0.00%
Quarry LP14$3.11K0.00%
Evolution Wealth Management Inc.12$2.67K0.00%
Cheviot Value Management, LLC10$2.22K0.00%
Mirae Asset Global ETFs Holdings Ltd.10$2.22K0.00%
SHP Wealth Management9$2.00K0.00%
Atwood & Palmer Inc7$1.55K0.00%

Sold out (45)

Institutions that held MACOM Technology Solutions Holdings, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of MTSI in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
D. E. Shaw & Co., Inc.93,298$16.0M
Ieq Capital, LLC56,940$9.75M
Tudor Investment Corp Et Al55,000$9.42M
Public Sector Pension Investment Board32,000$5.48M
Jump Financial, LLC30,684$5.26M
Caisse de Depot Et Placement du Quebec30,459$5.22M
Lazard Asset Management LLC22,440$3.84M
Polymer Capital Management (US) LLC10,512$1.80M
Supplemental Annuity Collective Trust of NJ8,000$1.37M
Fox Run Management, L.L.C.7,998$1.37M
Rakuten Investment Management, Inc.6,912$1.20M
Meeder Asset Management Inc6,865$1.18M
GTS Securities LLC6,032$1.03M
Equitable Holdings, Inc.6,008$1.03M
Qube Research & Technologies Ltd4,580$784.5K
FORA Capital, LLC4,057$593.1K
Qsemble Capital Management, LP3,144$538.5K
HighPoint Advisor Group LLC3,026$518.3K
Goldstream Capital Management Ltd3,000$513.8K
Counterpoint Mutual Funds LLC2,920$500.1K
Havemeyer Place LP2,872$491.9K
Verition Fund Management LLC2,589$443.4K
Forum Financial Management, LP2,314$396.3K
Quest Partners LLC1,679$287.6K
Abc Arbitrage SA1,479$253.3K
Aaron Wealth Advisors1,450$248.4K
Resonant Capital Advisors, LLC1,353$231.7K
Headlands Technologies LLC1,314$225.1K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,294$221.6K
Hollencrest Capital Management1,284$219.9K
Danske Bank A/S800$137.0K
Flagship Harbor Advisors, LLC750$128.5K
Kestra Advisory Services, LLC369$63.2K
Walleye Trading LLC349$59.8K
Maseco LLP332$56.9K
Beaird Harris Wealth Management, LLC200$34.3K
Torren Management, LLC110$18.8K
SageView Advisory Group, LLC105$18.0K
Elyxium Wealth, LLC52$8.91K
Private Trust Co NA27$4.63K
Cape Investment Advisory, Inc.21$3.60K
Optima Capital LLC7$1.20K
Leonteq Securities AG6$1.03K
Nemes Rush Group LLC1$171
MidFirst Bank1,450$0

Not filed for Q1 2026 yet (7)

Institutions that held MACOM Technology Solutions Holdings, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MTSI in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc7,225,100$1.24B
Norges Bank568,643$97.4M
Capitolis Liquid Global Markets LLC274,000$46.9M
Comerica Bank19,059$3.26M
Global Retirement Partners, LLC2,978$510.1K
CIBC Private Wealth Group, LLC128$21.9K
Motiv8 Investments LLC23$4.00K