MTSI
MACOM Technology Solutions Holdings, Inc. · Technology · Semiconductors
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.7% ·
aandelenstroom +4.8% ·
netto nieuwe posities -8.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 3.19M | -20.3% | $319.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 3.19M | -20.3% | $319.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Point72 Asset Management ✦ | 2.78M | +40.7% | $278.60M | 0.8% | ▲ Add | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passief) | 2.08M | +3.0% | $208.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 1.12M | +9.9% | $112.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passief) | 1.12M | +9.9% | $112.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 1.04M | +24.9% | $104.60M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 1.04M | +24.9% | $104.60M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | Norges Bank ✦ (passief) | 770.38K | +20.8% | $77.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Millennium Management ✦ | 681.17K | -19.9% | $68.38M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 250.12K | +52.9% | $25.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 247.40K | +5891.8% | $23.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 247.40K | +5891.8% | $23.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 247.40K | +5891.8% | $23.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 247.40K | +5891.8% | $23.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 247.40K | +5891.8% | $23.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 87.53K | -22.4% | $8.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 87.53K | -22.4% | $8.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wellington Management ✦ | 87.53K | -22.4% | $8.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 7.46K | -87.3% | $749,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 4.36K | Nieuw | $437,757 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Gotham Asset Management | $437,757 | 0.0% |
Verlaten
| Arrowstreet Capital | $2.46M | was 0.0% |
| Marshall Wace | $387,001 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 510 houders, 72.04M aandelen, $14.26B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 1.59K aand · $509,706
Officer · 400 aand · $129,588
Officer · 900 aand · $292,734
Officer · 500 aand · $163,255
Officer · 1.70K aand · $556,898
Officer · 1.60K aand · $526,048
Officer · 300 aand · $98,925
Officer · 400 aand · $132,268
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie