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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 839,062 | $186.3M | 1.64% | −378,873−31.1% | Reduced |
| Price T Rowe Associates Inc | 914,850 | $203.2M | 0.02% | −1,019,834−52.7% | Reduced |
| Polar Capital Holdings Plc | 930,778 | $206.7M | 0.90% | +930,778 | New |
| Artisan Partners Limited Partnership | 1,047,159 | $232.5M | 0.38% | −199,564−16.0% | Reduced |
| Whale Rock Capital Management LLC | 1,174,991 | $260.9M | 3.37% | +391,686+50.0% | Added |
| Capital Research Global Investors | 1,222,672 | $271.5M | 0.04% | −114,042−8.5% | Reduced |
| Geode Capital Management, LLC | 1,359,534 | $302.0M | 0.02% | +92,431+7.3% | Added |
| Wellington Management Group LLP | 1,548,035 | $343.8M | 0.06% | +532,466+52.4% | Added |
| JPMorgan Chase & Co | 2,015,630 | $422.3M | 0.03% | +909,287+82.2% | Added |
| State Street Corp | 2,152,751 | $478.1M | 0.02% | +34,084+1.6% | Added |
| Vanguard Capital Management LLC | 2,992,851 | $664.6M | 0.02% | +2,992,851 | New |
| Vanguard Portfolio Management LLC | 3,587,081 | $796.6M | 0.04% | +3,587,081 | New |
| Invesco Ltd. | 3,673,815 | $815.8M | 0.08% | +249,245+7.3% | Added |
| T. Rowe Price Investment Management, Inc. | 4,486,082 | $996.2M | 0.69% | −913,946−16.9% | Reduced |
| BlackRock, Inc. | 8,566,283 | $1.90B | 0.03% | +1,041,347+13.8% | Added |
| FMR LLC | 10,610,440 | $2.36B | 0.12% | +4,129,789+63.7% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −93,298−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −56,940−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −30,684−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −30,459−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −22,440−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −10,512−100.0% | Sold out |
| Supplemental Annuity Collective Trust of NJ | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,998−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −6,912−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −6,865−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,032−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −6,008−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,580−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,057−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,144−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Goldstream Capital Management Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,589−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −1,353−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| MidFirst Bank | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Capitolis Liquid Global Markets LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |