证券记录 · 已归档季度
MTSI
MACOM Technology Solutions Holdings, Inc. · Technology · Semiconductors
13被追踪持有人
+4Δ持有人
11.70M持有股份
$1.52B报告持仓市值
+4新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +8.3% ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 146 | +14 | 56.07M | $20.98B | +18 | −3 |
| 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 | — | — |
持有人 · Q4 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 4.00M | +38.9% | $519.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 4.00M | +38.9% | $519.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (被动) | 2.02M | — | $262.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (被动) | 2.02M | — | $262.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 1.97M | -22.8% | $256.24M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (被动) | 1.02M | +0.7% | $132.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (被动) | 1.02M | +0.7% | $132.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 850.69K | +14.8% | $110.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 834.09K | +1.4% | $108.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 834.09K | +1.4% | $108.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (被动) | 637.62K | -1.4% | $82.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 163.56K | +37.2% | $21.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 112.73K | 新增 | $14.64M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 112.73K | 新增 | $14.64M | 0.0% | New | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 112.73K | 新增 | $14.64M | 0.0% | New | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 59.00K | 新增 | $7.66M | 0.0% | New | 1 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 18.94K | 新增 | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 4.13K | +18.6% | $536,399 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 4.13K | +18.6% | $536,399 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 4.13K | +18.6% | $536,399 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Marshall Wace ✦ | 2.98K | 新增 | $387,001 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Wellington Management | $14.64M | 0.0% |
| Wellington Management | $14.64M | 0.0% |
| 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% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 510 持有人, 72.04M 股份, $14.26B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 17
Kober John
Officer · 1.59K 股 · $509,706
Aug 17
Kober John
Officer · 400 股 · $129,588
Aug 17
Kober John
Officer · 900 股 · $292,734
Aug 17
Kober John
Officer · 500 股 · $163,255
Aug 17
Kober John
Officer · 1.70K 股 · $556,898
Aug 17
Kober John
Officer · 1.60K 股 · $526,048
Aug 17
Kober John
Officer · 300 股 · $98,925
Aug 17
Kober John
Officer · 400 股 · $132,268
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 14
SC 13G/A — T. Rowe Price Investment Management…
Aug 12
SC 13G/A — OCAMPO SUSAN
Jul 08
SC 13G/A — BlackRock, Inc.
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2024 ·
方法论 ·
通过API获取此数据