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 |
|---|---|---|---|---|---|
| Swedbank AB | 58,806 | $13.1M | 0.01% | +58,806 | New |
| Nomura Asset Management Co Ltd | 57,900 | $12.9M | 0.03% | +57,900 | New |
| Hel Ved Capital Management Ltd | 52,400 | $11.6M | 2.01% | +52,400 | New |
| Vanguard Asset Management, Ltd | 52,135 | $11.6M | 0.01% | +52,135 | New |
| Penserra Capital Management LLC | 51,899 | $11.5M | 0.14% | −24,591−32.1% | Reduced |
| Freemont Management S.A. | 51,700 | $11.5M | 2.14% | −5,300−9.3% | Reduced |
| Avalon Global Asset Management LLC | 50,700 | $11.3M | 2.65% | +10,000+24.6% | Added |
| Nicholas Investment Partners, LP | 49,523 | $11.0M | 0.79% | −15,680−24.0% | Reduced |
| Summit Partners L P | 49,273 | $10.9M | 1.63% | +1,623+3.4% | Added |
| EULAV Asset Management | 48,046 | $10.7M | 0.34% | −39,000−44.8% | Reduced |
| State Board of Administration of Florida Retirement System | 47,062 | $10.5M | 0.02% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 47,600 | $9.97M | 0.14% | −2,400−4.8% | Reduced |
| Cinctive Capital Management LP | 44,137 | $9.80M | 0.64% | +18,698+73.5% | Added |
| Marsico Capital Management LLC | 43,726 | $9.71M | 0.29% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 43,555 | $9.67M | 0.01% | +828+1.9% | Added |
| Defiance ETFs, LLC | 41,964 | $9.32M | 0.13% | −34,526−45.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 40,552 | $9.01M | 0.07% | −17,757−30.5% | Reduced |
| Natixis Advisors, L.P. | 40,539 | $9.00M | 0.01% | −4,329−9.6% | Reduced |
| Two Sigma Investments, LP | 39,317 | $8.73M | 0.01% | +39,317 | New |
| STRS Ohio | 38,485 | $8.55M | 0.03% | −15,531−28.8% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 38,301 | $8.51M | 0.41% | 00.0% | Unchanged |
| Great West Life Assurance Co | 37,413 | $8.31M | 0.01% | +404+1.1% | Added |
| Susquehanna International Group, LLP | 37,232 | $8.27M | 0.01% | +14,920+66.9% | Added |
| Osterweis Capital Management Inc | 36,543 | $8.12M | 0.42% | −24,427−40.1% | Reduced |
| Ossiam | 35,437 | $7.87M | 0.14% | −1,010−2.8% | Reduced |
| Empowered Funds, LLC | 34,898 | $7.75M | 0.05% | +25,775+282.5% | Added |
| New York State Teachers Retirement System | 33,841 | $7.51M | 0.02% | +11,115+48.9% | Added |
| G2 Investment Partners Management LLC | 32,994 | $7.33M | 1.80% | −3,006−8.4% | Reduced |
| MetLife Investment Management | 32,506 | $7.22M | 0.04% | +467+1.5% | Added |
| LPL Financial LLC | 30,759 | $6.83M | 0.00% | +11,482+59.6% | Added |
| ExodusPoint Capital Management, LP | 30,719 | $6.82M | 0.07% | +30,719 | New |
| Emerald Investment Advisers, LLC | 30,715 | $6.82M | 0.61% | +30,715 | New |
| Tower Research Capital LLC (TRC) | 30,618 | $6.80M | 0.18% | +16,943+123.9% | Added |
| Amalgamated Bank | 29,496 | $6.55M | 0.05% | +762+2.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 30,501 | $6.48M | 0.02% | +30,501 | New |
| Covea Finance | 29,100 | $6.46M | 0.23% | 00.0% | Unchanged |
| Algert Global LLC | 28,800 | $6.40M | 0.10% | +2,180+8.2% | Added |
| AnglePoint Asset Management Ltd | 28,681 | $6.37M | 4.50% | +28,681 | New |
| Bridge City Capital, LLC | 28,404 | $6.31M | 1.75% | −7,751−21.4% | Reduced |
| Treasurer of the State of North Carolina | 28,376 | $6.30M | 0.02% | +1,870+7.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 28,281 | $6.28M | 0.05% | +1,730+6.5% | Added |
| Wells Fargo & Company | 27,842 | $6.18M | 0.00% | −17,545−38.7% | Reduced |
| Quantinno Capital Management LP | 27,836 | $6.18M | 0.01% | +5,170+22.8% | Added |
| Polar Asset Management Partners Inc. | 27,786 | $6.17M | 0.15% | −44,690−61.7% | Reduced |
| Vanguard Global Advisers, LLC | 26,938 | $5.98M | 0.00% | +26,938 | New |
| Jain Global LLC | 26,701 | $5.93M | 0.08% | +26,701 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,110 | $5.80M | 0.01% | +5,138+24.5% | Added |
| Stifel Financial Corp | 26,029 | $5.78M | 0.01% | −744−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,959 | $5.76M | 0.04% | −854−3.2% | Reduced |
| Creative Planning | 25,923 | $5.76M | 0.00% | +1,482+6.1% | Added |
| Mutual of America Capital Management LLC | 25,898 | $5.75M | 0.07% | −757−2.8% | Reduced |
| EFG International AG | 25,764 | $5.72M | 0.12% | +196+0.8% | Added |
| Marshall Wace, LLP | 24,972 | $5.55M | 0.01% | +22,396+869.4% | Added |
| SG Americas Securities, LLC | 24,087 | $5.35M | 0.01% | −29,946−55.4% | Reduced |
| EAM Investors, LLC | 24,036 | $5.34M | 0.62% | −2,470−9.3% | Reduced |
| Assenagon Asset Management S.A. | 24,019 | $5.33M | 0.01% | −148,804−86.1% | Reduced |
| Concentric Capital Strategies, LP | 23,826 | $5.29M | 0.46% | +2,896+13.8% | Added |
| KBC Group NV | 23,823 | $5.29M | 0.01% | +210+0.9% | Added |
| Advisor Group Holdings, Inc. | 23,470 | $5.21M | 0.01% | +20,229+624.2% | Added |
| Jones Financial Companies LLLP | 22,828 | $5.15M | 0.00% | +22,146+3,247.2% | Added |
| DLD Asset Management, LP | 23,000 | $5.11M | 0.52% | −19,600−46.0% | Reduced |
| State of New Jersey Common Pension Fund D | 22,835 | $5.07M | 0.02% | +681+3.1% | Added |
| Linden Thomas Advisory Services, LLC | 22,695 | $5.04M | 0.49% | −7,711−25.4% | Reduced |
| Glazer Capital, LLC | 22,300 | $4.95M | 0.11% | +1,000+4.7% | Added |
| State of Tennessee, Treasury Department | 21,970 | $4.88M | 0.02% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 21,590 | $4.79M | 0.34% | +21,590 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,316 | $4.73M | 0.01% | −420−1.9% | Reduced |
| Guggenheim Capital LLC | 20,933 | $4.65M | 0.04% | +5,915+39.4% | Added |
| Ameritas Investment Partners, Inc. | 20,599 | $4.57M | 0.14% | −1,288−5.9% | Reduced |
| Public Employees Retirement System of Ohio | 20,230 | $4.49M | 0.01% | +1,056+5.5% | Added |
| Azzad Asset Management Inc | 20,113 | $4.47M | 0.45% | +9,767+94.4% | Added |
| Thrivent Financial for Lutherans | 20,109 | $4.47M | 0.01% | +4,740+30.8% | Added |
| Hilton Capital Management, LLC | 19,483 | $4.33M | 0.33% | −3,728−16.1% | Reduced |
| Yousif Capital Management, LLC | 18,987 | $4.22M | 0.05% | −796−4.0% | Reduced |
| Louisiana State Employees Retirement System | 18,700 | $4.15M | 0.07% | +1,000+5.6% | Added |
| Arizona State Retirement System | 18,543 | $4.12M | 0.02% | −309−1.6% | Reduced |
| Fifth Third Bancorp | 18,468 | $4.10M | 0.01% | +17,725+2,385.6% | Added |
| Nissay Asset Management Corp | 18,354 | $4.08M | 0.02% | +183+1.0% | Added |
| Jefferies Financial Group Inc. | 18,268 | $4.06M | 0.05% | −68,310−78.9% | Reduced |
| Pathstone Holdings, LLC | 18,259 | $4.05M | 0.02% | −564−3.0% | Reduced |
| Brinker Capital Investments, LLC | 18,094 | $4.02M | 0.03% | −9,596−34.7% | Reduced |
| Thames Capital Management LLC | 17,960 | $3.99M | 0.71% | +17,960 | New |
| Credit Agricole S A | 17,270 | $3.84M | 0.01% | +6,000+53.2% | Added |
| Cerity Partners LLC | 17,157 | $3.81M | 0.01% | −11,785−40.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 16,925 | $3.76M | 0.01% | +16,925 | New |
| Armistice Capital, LLC | 16,808 | $3.73M | 0.12% | +16,808 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,163 | $3.59M | 0.02% | +136+0.8% | Added |
| New Age Alpha Advisors, LLC | 16,011 | $3.56M | 0.17% | −495−3.0% | Reduced |
| PDT Partners, LLC | 15,777 | $3.50M | 0.21% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 15,694 | $3.49M | 1.35% | +15,694 | New |
| State of Michigan Retirement System | 15,500 | $3.44M | 0.02% | +400+2.6% | Added |
| Caxton Associates LLP | 15,345 | $3.41M | 0.08% | +1,351+9.7% | Added |
| KLP Kapitalforvaltning AS | 14,900 | $3.31M | 0.01% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 14,700 | $3.26M | 0.18% | −2,138−12.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,452 | $3.21M | 0.05% | +123+0.9% | Added |
| Sunstone Asset Management, L.P. | 14,261 | $3.17M | 3.73% | +1,500+11.8% | Added |
| Capital World Investors | 14,242 | $3.16M | 0.00% | +14,242 | New |
| Legato Capital Management LLC | 13,763 | $3.06M | 0.28% | −1,417−9.3% | Reduced |
| Optimize Financial Inc | 13,504 | $3.00M | 1.48% | +13,504 | New |
| Oregon Public Employees Retirement Fund | 13,245 | $2.94M | 0.04% | +470+3.7% | Added |