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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 2026

Institutional positions in MACOM Technology Solutions Holdings, Inc. as of Jun 30, 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
659
+148 vs. Q1 2026
Shares held
73.1M
−182.5K (−0.2%) vs. Q1 2026
Total value
$27.7B
+$11.5B (+70.9%) vs. Q1 2026
New holders
188
212 more added
Sold out
40
190 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 2026: 659 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 2026: $27.7B
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 2026

Shares, value and share of portfolio for each institution holding MACOM Technology Solutions Holdings, Inc.; share changes are against Q1 2026.

Institutions holding MTSI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Next Century Growth Investors LLC63,773$24.3M1.29%−66,483−51.0%Reduced
Nomura Asset Management Co Ltd62,500$23.8M0.05%+4,600+7.9%Added
Brevan Howard Capital Management LP61,932$23.6M0.33%+61,932New
Tudor Investment Corp Et Al60,937$23.2M0.10%+60,937New
Vanguard Asset Management, Ltd56,643$21.5M0.01%+4,508+8.6%Added
Peregrine Capital Management LLC56,469$21.5M0.70%−10,141−15.2%Reduced
Two Sigma Investments, LP52,965$20.1M0.02%+13,648+34.7%Added
Silvercrest Asset Management Group LLC52,797$20.1M0.13%−65,372−55.3%Reduced
ING Groep NV51,800$19.7M0.10%+51,800New
Universal- Beteiligungs- und Servicegesellschaft mbH50,179$19.1M0.03%−21,114−29.6%Reduced
Thrivent Financial for Lutherans50,154$19.1M0.03%+30,045+149.4%Added
State Board of Administration of Florida Retirement System49,943$19.0M0.03%+2,881+6.1%Added
Caisse de Depot Et Placement du Quebec49,400$18.8M0.03%+49,400New
Walleye Capital LLC48,670$18.5M0.09%−21,951−31.1%Reduced
Empowered Funds, LLC46,934$17.9M0.09%+12,036+34.5%Added
Penserra Capital Management LLC46,030$17.5M0.13%−5,869−11.3%Reduced
Swedbank AB45,950$17.5M0.02%−12,856−21.9%Reduced
Algert Global LLC45,900$17.5M0.21%+17,100+59.4%Added
Avalon Global Asset Management LLC45,700$17.4M2.56%−5,000−9.9%Reduced
Marsico Capital Management LLC43,726$16.6M0.43%00.0%Unchanged
Citadel Advisors LLC43,699$16.6M0.01%−546,871−92.6%Reduced
Worldquant Millennium Advisors LLC42,999$16.4M0.06%+42,999New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.42,125$16.0M0.02%+20,809+97.6%Added
LPL Financial LLC42,010$16.0M0.00%+11,251+36.6%Added
Natixis Advisors, L.P.40,981$15.6M0.02%+442+1.1%Added
Canada Pension Plan Investment Board39,812$15.1M0.01%+35,312+784.7%Added
Raiffeisen Bank International AG39,600$14.8M0.17%−8,000−16.8%Reduced
NLB Skladi, upravljanje premozenja, d.o.o.38,301$14.6M0.55%00.0%Unchanged
Great West Life Assurance Co37,963$14.4M0.02%+550+1.5%Added
Defiance ETFs, LLC41,020$14.4M0.20%−944−2.2%Reduced
New York State Teachers Retirement System37,768$14.4M0.03%+3,927+11.6%Added
Nicholas Investment Partners, LP36,127$13.7M0.77%−13,396−27.1%Reduced
Spear Advisors LLC36,086$13.7M4.71%+36,086New
Bank Julius Baer & Co. Ltd, Zurich35,964$13.7M0.04%+5,463+17.9%Added
MetLife Investment Management34,241$13.0M0.06%+1,735+5.3%Added
USS Investment Management Ltd33,532$12.7M0.05%+33,532New
Stifel Financial Corp33,450$12.7M0.01%+7,421+28.5%Added
STRS Ohio32,826$12.5M0.05%−5,659−14.7%Reduced
Ieq Capital, LLC32,162$12.2M0.06%+32,162New
Amalgamated Bank30,935$11.8M0.08%+1,439+4.9%Added
Police & Firemen's Retirement System of New Jersey30,218$11.5M0.09%+1,937+6.8%Added
Maytus Capital Management, LLC30,150$11.5M1.80%+30,150New
Creative Planning29,829$11.3M0.01%+3,906+15.1%Added
G2 Investment Partners Management LLC29,269$11.1M2.03%−3,725−11.3%Reduced
Emerald Investment Advisers, LLC29,168$11.1M0.74%−1,547−5.0%Reduced
Mutual of America Capital Management LLC28,984$11.0M0.11%+3,086+11.9%Added
Covea Finance28,900$11.0M0.35%−200−0.7%Reduced
Treasurer of the State of North Carolina28,496$10.8M0.03%+120+0.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)27,482$10.5M0.02%+1,372+5.3%Added
Quantinno Capital Management LP26,964$10.3M0.01%−872−3.1%Reduced
Discovery Capital Management, LLC26,900$10.2M0.42%+26,900New
Trexquant Investment LP26,594$10.1M0.06%+26,594New
Nissay Asset Management Corp26,564$10.1M0.04%+8,210+44.7%Added
Vanguard Global Advisers, LLC26,300$10.0M0.00%−638−2.4%Reduced
EULAV Asset Management26,046$9.91M0.32%−22,000−45.8%Reduced
Ensign Peak Advisors, Inc25,991$9.89M0.02%+22,435+630.9%Added
Osterweis Capital Management Inc25,396$9.66M0.46%−11,147−30.5%Reduced
EFG International AG25,201$9.58M0.18%−563−2.2%Reduced
Teachers Retirement System of the State of Kentucky24,984$9.50M0.06%−975−3.8%Reduced
Horizon Investments, LLC24,288$9.24M0.10%+23,232+2,200.0%Added
State of Tennessee, Treasury Department23,707$9.02M0.03%+1,737+7.9%Added
EAM Investors, LLC23,662$9.00M0.80%−374−1.6%Reduced
UniSuper Management Pty Ltd23,498$8.94M0.05%+23,498New
Insight Holdings Group, LLC23,080$8.78M0.67%+1,490+6.9%Added
Balyasny Asset Management LLC22,830$8.68M0.02%−72,431−76.0%Reduced
Jones Financial Companies LLLP22,889$8.45M0.00%+61+0.3%Added
State of New Jersey Common Pension Fund D21,829$8.30M0.03%−1,006−4.4%Reduced
KBC Group NV21,789$8.29M0.02%−2,034−8.5%Reduced
Temasek Holdings (Private) Ltd21,259$8.09M0.02%+21,259New
Capitolis Liquid Global Markets LLC20,867$7.94M0.03%+20,867New
Voya Investment Management LLC20,531$7.81M0.01%+10,531+105.3%Added
Advisor Group Holdings, Inc.20,117$7.65M0.01%−3,353−14.3%Reduced
Public Employees Retirement System of Ohio20,042$7.62M0.02%−188−0.9%Reduced
AnglePoint Asset Management Ltd19,544$7.43M4.83%−9,137−31.9%Reduced
Louisiana State Employees Retirement System19,200$7.30M0.11%+500+2.7%Added
SummitTX Capital, L.P.18,775$7.14M0.19%+16,077+595.9%Added
Arizona State Retirement System18,628$7.09M0.04%+85+0.5%Added
Hel Ved Capital Management Ltd18,450$7.02M0.99%−33,950−64.8%Reduced
Cerity Partners LLC18,349$6.98M0.01%+1,192+6.9%Added
XTX Topco Ltd18,328$6.97M0.09%+15,975+678.9%Added
Fifth Third Bancorp18,227$6.93M0.01%−241−1.3%Reduced
Hilton Capital Management, LLC18,215$6.93M0.47%−1,268−6.5%Reduced
Ameritas Investment Partners, Inc.18,176$6.91M0.18%−2,423−11.8%Reduced
Weiss Asset Management LP18,120$6.89M0.08%+18,120New
Yousif Capital Management, LLC18,073$6.87M0.08%−914−4.8%Reduced
Thames Capital Management LLC17,960$6.83M0.56%00.0%Unchanged
Pacer Advisors, Inc.17,758$6.75M0.02%+5,723+47.6%Added
Pathstone Holdings, LLC17,402$6.62M0.02%−857−4.7%Reduced
Credit Agricole S A17,321$6.59M0.02%+51+0.3%Added
Vanguard Investments Australia, Ltd.17,153$6.52M0.02%+228+1.3%Added
Guggenheim Capital LLC17,006$6.47M0.04%−3,927−18.8%Reduced
ExodusPoint Capital Management, LP16,079$6.12M0.06%−14,640−47.7%Reduced
Toroso Investments, LLC15,986$6.08M0.01%+2,803+21.3%Added
New Age Alpha Advisors, LLC15,833$6.02M0.26%−178−1.1%Reduced
Azzad Asset Management Inc15,832$6.02M0.53%−4,281−21.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys15,708$5.97M0.03%−455−2.8%Reduced
KLP Kapitalforvaltning AS15,600$5.93M0.02%+700+4.7%Added
Linden Thomas Advisory Services, LLC15,380$5.85M0.47%−7,315−32.2%Reduced
Jump Financial, LLC15,326$5.83M0.05%+15,326New
State of Michigan Retirement System15,300$5.82M0.03%−200−1.3%Reduced