MTSI
MACOM Technology Solutions Holdings, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +11.8% ·
flujo de acciones -0.1% ·
nuevas posiciones netas +5.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5.53M | +2.3% | $687.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 5.53M | +2.3% | $687.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 5.53M | +2.3% | $687.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 5.53M | +2.3% | $687.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 5.53M | +2.3% | $687.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 5.53M | +2.3% | $687.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 5.53M | +2.3% | $687.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 2.60M | — | $323.48M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | State Street Global Advisors ✦ (pasivo) | 2.17M | +4.0% | $269.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 1.80M | -20.5% | $223.89M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 1.80M | -20.5% | $223.89M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 53 | Geode Capital Management ✦ (pasivo) | 1.23M | +6.7% | $153.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | Geode Capital Management ✦ (pasivo) | 1.23M | +6.7% | $153.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | Wellington Management ✦ | 986.44K | +180.6% | $122.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Wellington Management ✦ | 986.44K | +180.6% | $122.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Wellington Management ✦ | 986.44K | +180.6% | $122.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 777.07K | — | $96.74M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Point72 Asset Management ✦ | 575.41K | -44.1% | $71.63M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 507.54K | — | $63.18M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Goldman Sachs Group ✦ | 507.54K | — | $63.18M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Goldman Sachs Group ✦ | 507.54K | — | $63.18M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 507.54K | — | $63.18M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Citadel Advisors ✦ | 394.63K | -71.6% | $49.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 75 | D. E. Shaw & Co. ✦ | 335.16K | +5.4% | $41.72M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 76 | Millennium Management ✦ | 309.65K | -72.3% | $38.55M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | AQR Capital Management ✦ | 303.69K | -1.6% | $37.81M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 78 | AQR Capital Management ✦ | 303.69K | -1.6% | $37.81M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 79 | AQR Capital Management ✦ | 303.69K | -1.6% | $37.81M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 80 | AQR Capital Management ✦ | 303.69K | -1.6% | $37.81M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 303.69K | -1.6% | $37.81M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 82 | Renaissance Technologies ✦ | 131.22K | Nuevo | $16.33M | 0.0% | New | 1 | SEC ↗ |
| 83 | Bridgewater Associates ✦ | 27.19K | Nuevo | $3.39M | 0.0% | New | 1 | SEC ↗ |
| 84 | Marshall Wace ✦ | 11.28K | +197.2% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Marshall Wace ✦ | 11.28K | +197.2% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Gotham Asset Management ✦ | 7.41K | -9.7% | $921,848 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $16.33M | 0.0% |
| Bridgewater Associates | $3.39M | 0.0% |
Posición cerrada
| Norges Bank | $113.94M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 510 tenedores, 72.04M acciones, $14.26B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 1.59K acc. · $509,706
Officer · 400 acc. · $129,588
Officer · 900 acc. · $292,734
Officer · 500 acc. · $163,255
Officer · 1.70K acc. · $556,898
Officer · 1.60K acc. · $526,048
Officer · 300 acc. · $98,925
Officer · 400 acc. · $132,268
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología