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 2026
Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Mar 31, 2026. 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
- 516
- +61 vs. Q4 2025
- Shares held
- 74.1M
- +10.4M (+16.2%) vs. Q4 2025
- Total value
- $16.4B
- +$5.45B (+49.9%) vs. Q4 2025
- New holders
- 106
- 174 more added
- Sold out
- 45
- 173 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 659 | $27.7B |
| Q1 2026 | 516 | $16.4B |
| Q4 2025 | 462 | $12.3B |
| Q3 2025 | 430 | $8.65B |
| Q2 2025 | 420 | $9.48B |
| Q1 2025 | 385 | $6.40B |
| Q4 2024 | 386 | $8.10B |
| Q3 2024 | 339 | $6.96B |
| Q2 2024 | 345 | $6.84B |
| Q1 2024 | 303 | $5.80B |
| Q4 2023 | 296 | $5.38B |
| Q3 2023 | 275 | $4.61B |
| Q2 2023 | 266 | $3.57B |
| Q1 2023 | 269 | $3.87B |
| Q4 2022 | 270 | $3.36B |
| Q3 2022 | 237 | $2.75B |
| Q2 2022 | 230 | $2.34B |
| Q1 2022 | 246 | $3.01B |
| Q4 2021 | 238 | $3.92B |
| Q3 2021 | 204 | $3.26B |
| Q2 2021 | 203 | $3.15B |
| Q1 2021 | 228 | $2.83B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Defiance ETFs, LLC | 41,964 | $9.32M | 0.13% | −34,526−45.1% | Reduced |
| Russell Investments Group, Ltd. | 43,555 | $9.67M | 0.01% | +828+1.9% | Added |
| Marsico Capital Management LLC | 43,726 | $9.71M | 0.29% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 44,137 | $9.80M | 0.64% | +18,698+73.5% | Added |
| Raiffeisen Bank International AG | 47,600 | $9.97M | 0.14% | −2,400−4.8% | Reduced |
| State Board of Administration of Florida Retirement System | 47,062 | $10.5M | 0.02% | 00.0% | Unchanged |
| EULAV Asset Management | 48,046 | $10.7M | 0.34% | −39,000−44.8% | Reduced |
| Summit Partners L P | 49,273 | $10.9M | 1.63% | +1,623+3.4% | Added |
| Nicholas Investment Partners, LP | 49,523 | $11.0M | 0.79% | −15,680−24.0% | Reduced |
| Avalon Global Asset Management LLC | 50,700 | $11.3M | 2.65% | +10,000+24.6% | Added |
| Freemont Management S.A. | 51,700 | $11.5M | 2.14% | −5,300−9.3% | Reduced |
| Penserra Capital Management LLC | 51,899 | $11.5M | 0.14% | −24,591−32.1% | Reduced |
| Vanguard Asset Management, Ltd | 52,135 | $11.6M | 0.01% | +52,135 | New |
| Hel Ved Capital Management Ltd | 52,400 | $11.6M | 2.01% | +52,400 | New |
| Nomura Asset Management Co Ltd | 57,900 | $12.9M | 0.03% | +57,900 | New |
| Swedbank AB | 58,806 | $13.1M | 0.01% | +58,806 | New |
| Trivest Advisors Ltd | 64,400 | $14.3M | 1.03% | +64,400 | New |
| Natixis | 66,285 | $14.7M | 0.06% | +45,242+215.0% | Added |
| Peregrine Capital Management LLC | 66,610 | $14.8M | 0.55% | −16,891−20.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 70,057 | $15.6M | 0.02% | −132,443−65.4% | Reduced |
| Frontier Capital Management Co LLC | 70,328 | $15.6M | 0.16% | −10,480−13.0% | Reduced |
| State of Wisconsin Investment Board | 70,483 | $15.7M | 0.04% | −3,848−5.2% | Reduced |
| Walleye Capital LLC | 70,621 | $15.7M | 0.10% | +14,373+25.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 71,293 | $15.8M | 0.03% | −10,743−13.1% | Reduced |
| Gotham Asset Management, LLC | 71,605 | $15.9M | 0.05% | +8,017+12.6% | Added |
| Thornburg Investment Management Inc | 74,613 | $16.6M | 0.17% | −18,026−19.5% | Reduced |
| LMR Partners LLP | 75,000 | $16.7M | 0.15% | +75,000 | New |
| CloudAlpha Capital Management Limited/Hong Kong | 77,214 | $17.1M | 1.89% | +77,214 | New |
| Royal Bank of Canada | 78,001 | $17.3M | 0.00% | −7,101−8.3% | Reduced |
| California State Teachers Retirement System | 79,391 | $17.6M | 0.02% | +15,607+24.5% | Added |
| Arrowstreet Capital, Limited Partnership | 85,035 | $18.9M | 0.01% | +14,566+20.7% | Added |
| Legal & General Group Plc | 89,647 | $19.9M | 0.00% | −7,851−8.1% | Reduced |
| Balyasny Asset Management LLC | 95,261 | $21.2M | 0.04% | −36,480−27.7% | Reduced |
| Victory Capital Management Inc | 97,524 | $21.7M | 0.01% | −12,787−11.6% | Reduced |
| Kennedy Capital Management, Inc. | 105,241 | $23.4M | 0.49% | −31,578−23.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 106,529 | $23.7M | 0.07% | +7,649+7.7% | Added |
| Retirement Systems of Alabama | 108,486 | $24.1M | 0.08% | +2,222+2.1% | Added |
| California Public Employees Retirement System | 110,216 | $24.5M | 0.02% | +4,104+3.9% | Added |
| FengHe Fund Management Pte. Ltd. | 110,526 | $24.5M | 3.39% | −418,800−79.1% | Reduced |
| Envestnet Asset Management Inc | 115,592 | $25.7M | 0.01% | −19,292−14.3% | Reduced |
| Deutsche Bank AG | 117,561 | $26.1M | 0.01% | +29,413+33.4% | Added |
| Silvercrest Asset Management Group LLC | 118,169 | $26.2M | 0.19% | −91,341−43.6% | Reduced |
| Silverberg Bernstein Capital Management LLC | 123,250 | $27.4M | 15.08% | −1,274−1.0% | Reduced |
| Point72 Asset Management, L.P. | 125,722 | $27.9M | 0.05% | −425,919−77.2% | Reduced |
| Public Employees Retirement Association of Colorado | 127,629 | $28.3M | 0.11% | −69,900−35.4% | Reduced |
| Next Century Growth Investors LLC | 130,256 | $28.9M | 2.10% | +4,790+3.8% | Added |
| Westfield Capital Management Co LP | 132,457 | $29.4M | 0.12% | −98,636−42.7% | Reduced |
| Swiss National Bank | 133,550 | $29.7M | 0.02% | +1,300+1.0% | Added |
| E20 Capital Ltd | 136,829 | $30.4M | 2.85% | +136,829 | New |
| BNP Paribas Arbitrage, SA | 146,406 | $32.5M | 0.02% | −53,098−26.6% | Reduced |
| Ranger Investment Management, L.P. | 148,356 | $32.9M | 2.38% | −1,140−0.8% | Reduced |
| Ameriprise Financial Inc | 155,118 | $34.4M | 0.01% | −24,134−13.5% | Reduced |
| Rhumbline Advisers | 166,173 | $36.9M | 0.03% | +7,492+4.7% | Added |
| Squarepoint Ops LLC | 172,153 | $38.2M | 0.08% | +19,136+12.5% | Added |
| Amundi | 187,067 | $41.5M | 0.01% | +25,121+15.5% | Added |
| UBS Asset Management Americas Inc | 190,789 | $42.4M | 0.01% | +25,831+15.7% | Added |
| Principal Financial Group Inc | 195,148 | $43.3M | 0.02% | +57,474+41.7% | Added |
| Aristotle Capital Boston, LLC | 206,116 | $45.8M | 2.85% | −50,272−19.6% | Reduced |
| AQR Capital Management LLC | 212,219 | $46.1M | 0.02% | −101,131−32.3% | Reduced |
| Nuveen, LLC | 212,296 | $47.1M | 0.01% | +11,669+5.8% | Added |
| Oberweis Asset Management Inc | 215,886 | $47.9M | 1.42% | +36,926+20.6% | Added |
| SEI Investments Co | 219,363 | $48.7M | 0.04% | +2,395+1.1% | Added |
| TD Asset Management Inc | 221,374 | $49.2M | 0.04% | −58,644−20.9% | Reduced |
| Segall Bryant & Hamill, LLC | 221,729 | $49.2M | 0.71% | −10,619−4.6% | Reduced |
| Fiera Capital Corp | 224,740 | $49.9M | 0.17% | −153,463−40.6% | Reduced |
| First Trust Advisors LP | 228,400 | $50.7M | 0.04% | +157,250+221.0% | Added |
| Schroder Investment Management Group | 250,048 | $52.4M | 0.04% | −77,526−23.7% | Reduced |
| New York State Common Retirement Fund | 242,938 | $53.9M | 0.08% | −48,325−16.6% | Reduced |
| Lord, Abbett & Co. LLC | 253,398 | $56.3M | 0.18% | +27,379+12.1% | Added |
| Jennison Associates LLC | 299,725 | $66.6M | 0.05% | −52,925−15.0% | Reduced |
| Manufacturers Life Insurance Company, The | 305,954 | $67.9M | 0.06% | −176,863−36.6% | Reduced |
| Loomis Sayles & Co L P | 322,459 | $71.6M | 0.10% | −161,915−33.4% | Reduced |
| Millennium Management LLC | 335,214 | $74.4M | 0.06% | −267,726−44.4% | Reduced |
| Driehaus Capital Management LLC | 336,813 | $74.8M | 0.55% | −145,238−30.1% | Reduced |
| TimesSquare Capital Management, LLC | 341,231 | $75.8M | 1.29% | +94,365+38.2% | Added |
| American Century Companies Inc | 343,287 | $76.2M | 0.04% | −169,951−33.1% | Reduced |
| Geneva Capital Management LLC | 343,759 | $76.3M | 1.62% | −28,800−7.7% | Reduced |
| Bank of New York Mellon Corp | 400,926 | $89.0M | 0.02% | +16,043+4.2% | Added |
| Vanguard Fiduciary Trust Co | 405,532 | $90.1M | 0.02% | +405,532 | New |
| Citigroup Inc | 423,865 | $94.1M | 0.06% | +132,174+45.3% | Added |
| Goldman Sachs Group Inc | 430,800 | $95.7M | 0.01% | −99,555−18.8% | Reduced |
| Analog Century Management LP | 436,346 | $96.9M | 4.63% | −169,823−28.0% | Reduced |
| Rafferty Asset Management, LLC | 467,587 | $103.8M | 0.42% | −112,591−19.4% | Reduced |
| Bank of America Corp | 480,687 | $106.7M | 0.01% | −175,766−26.8% | Reduced |
| Franklin Resources Inc | 501,969 | $111.5M | 0.03% | +486,576+3,161.0% | Added |
| Stephens Investment Management Group LLC | 515,820 | $114.5M | 1.57% | −25,239−4.7% | Reduced |
| Dimensional Fund Advisors LP | 529,138 | $117.5M | 0.02% | −417,994−44.1% | Reduced |
| Northern Trust Corp | 532,682 | $118.3M | 0.02% | +22,913+4.5% | Added |
| Bessemer Group Inc | 533,257 | $118.4M | 0.19% | −35,780−6.3% | Reduced |
| Morgan Stanley | 555,156 | $123.3M | 0.01% | −203,006−26.8% | Reduced |
| Raymond James Financial Inc | 590,338 | $127.0M | 0.04% | −12,112−2.0% | Reduced |
| Citadel Advisors LLC | 590,570 | $131.1M | 0.09% | +457,447+343.6% | Added |
| Alliancebernstein L.P. | 789,042 | $135.1M | 0.04% | −274,328−25.8% | Reduced |
| Nomura Asset Management International Inc. | 635,061 | $141.0M | 0.24% | −110,733−14.8% | Reduced |
| Charles Schwab Investment Management Inc | 660,860 | $146.8M | 0.02% | +19,488+3.0% | Added |
| Barclays PLC | 734,568 | $163.1M | 0.06% | +160,122+27.9% | Added |
| Janus Henderson Group PLC | 784,118 | $174.1M | 0.08% | +105,032+15.5% | Added |
| Neuberger Berman Group LLC | 788,819 | $175.0M | 0.13% | +123,396+18.5% | Added |
| UBS Group AG | 809,410 | $179.7M | 0.03% | −100,389−11.0% | Reduced |
| Massachusetts Financial Services Co | 828,448 | $184.0M | 0.06% | +360,651+77.1% | Added |