MTSI
MACOM Technology Solutions Holdings, Inc. · Technology · Semiconductors
动量输入(同类管理人):
持有人广度 +11.8% ·
股份流向 -0.1% ·
净新建仓位 +5.3%
— 公式
持股分散化 — 持有人增多,合计持仓比例缩小
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q3 2025
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (被动) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (被动) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (被动) | 7.07M | +5.9% | $879.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 7.05M | +20.8% | $877.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 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 ✦ (被动) | 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 ✦ (被动) | 1.23M | +6.7% | $153.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | Geode Capital Management ✦ (被动) | 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 | 新增 | $16.33M | 0.0% | New | 1 | SEC ↗ |
| 83 | Bridgewater Associates ✦ | 27.19K | 新增 | $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 ↗ |
"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
| Renaissance Technologies | $16.33M | 0.0% |
| Bridgewater Associates | $3.39M | 0.0% |
已清仓
| Norges Bank | $113.94M | 曾为 0.0% |
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。
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)
Officer · 1.59K 股 · $509,706
Officer · 400 股 · $129,588
Officer · 900 股 · $292,734
Officer · 500 股 · $163,255
Officer · 1.70K 股 · $556,898
Officer · 1.60K 股 · $526,048
Officer · 300 股 · $98,925
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