MTSI
MACOM Technology Solutions Holdings, Inc. · Technology · Semiconductors
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +8.3% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 144 | +14 | 55.76M | $20.87B | +18 | −5 |
| Q1 2026 | 134 | +2 | 57.04M | $11.94B | +10 | −9 |
| Q4 2025 | 132 | +1 | 54.33M | $9.31B | +3 | −1 |
| Q3 2025 | 19 | +2 | 31.80M | $3.96B | +2 | −1 |
| Q2 2025 | 15 | 0 | 28.73M | $4.12B | +1 | −1 |
| Q1 2025 | 12 | -1 | 12.26M | $1.23B | +1 | −2 |
| Q4 2024 | 13 | +4 | 11.70M | $1.52B | +4 | — |
| Q3 2024 | 8 | -1 | 8.78M | $977.09M | — | −1 |
| Q2 2024 | 9 | — | 7.14M | $796.33M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 4.00M | +38.9% | $519.40M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | State Street Global Advisors ✦ (passive) | 2.02M | — | $262.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Point72 Asset Management ✦ | 1.97M | -22.8% | $256.24M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.02M | +0.7% | $132.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Millennium Management ✦ | 850.69K | +14.8% | $110.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 834.09K | +1.4% | $108.36M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Norges Bank ✦ (passive) | 637.62K | -1.4% | $82.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 163.56K | +37.2% | $21.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 112.73K | New | $14.64M | 0.0% | New | 1 | SEC ↗ ×3 |
| 10 | Two Sigma Investments ✦ | 59.00K | New | $7.66M | 0.0% | New | 1 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 18.94K | New | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 4.13K | +18.6% | $536,399 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Marshall Wace ✦ | 2.98K | New | $387,001 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $14.64M | 0.0% |
| Two Sigma Investments | $7.66M | 0.0% |
| Arrowstreet Capital | $2.46M | 0.0% |
| Marshall Wace | $387,001 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 510 holders, 72.04M shares, $14.26B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 252 sh · $69,350
Officer · 400 sh · $129,588
Officer · 900 sh · $292,734
Officer · 500 sh · $163,255
Officer · 1.59K sh · $509,706
Officer · 1.60K sh · $526,048
Officer · 300 sh · $98,925
Officer · 400 sh · $132,268
Officer · 1.70K sh · $556,898
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology