Solid Results and Improved Guidance Lifted MACOM Technology (MTSI) Shares by 38%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 investor letter.
Macom Technology Solutions Holdings Inc. (MTSI)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 783,305 | $134,164,480 | 1.72% | |
| 2. | Millennium Management Israel Englander | 602,940 | $103,271,563 | +95% | 0.04% |
| 3. | Point72 Asset Management Steve Cohen | 551,641 | $94,485,070 | -5% | 0.11% |
| 4. | Driehaus Capital Richard Driehaus | 482,051 | $82,565,695 | +29% | 0.56% |
| 5. | 32,000,000 | $66,259,840 | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.35 | 40,000 | $534,000.00 | 9,808,142 | 2019-05-22 | Filing | |
| $13.26 | 60,000 | $795,600.00 | 9,768,142 | 2019-05-20 | Filing | |
| $20.89 | 23,900 | $499,271.00 | 94,250 | 2018-08-03 | Filing | |
| $20.89 | 23,900 | $499,271.00 | 94,250 | 2018-08-03 | Filing | |
| $21.00 | 25,000 | $525,000.00 | 70,350 | 2018-08-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $253.58 | 1,571 | $398,374.18 | 12,864 | 2026-02-26 | Filing | |
| $250.52 | 500 | $125,260.00 | 14,435 | 2026-02-26 | Filing | |
| $248.97 | 400 | $99,588.00 | 14,935 | 2026-02-26 | Filing | |
| $246.70 | 2,576 | $635,499.20 | 15,335 | 2026-02-26 | Filing | |
| $244.85 | 4,100 | $1,003,885.00 | 17,911 | 2026-02-26 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 22,695 | $5,039,879 | 0.49% | |
| 2. | 6,396 | $1,524,167 | 0.05% | |
| 3. | 4,720 | $1,048,171 | 0.01% | |
| 4. | 2,797 | $621,201 | 0.01% | |
| 5. | 2,384 | $588,848 | 0.02% |
News See All
MACOM Technology Solutions Holdings (MTSI) is Gaining Significant Growth in the Data Center and Defense End Markets
Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”. A copy of the letter is available to download here.
In-line Results and Stronger Than Expected Outlook Lifted MACOM Technology Solutions Holdings (MTSI) Higher
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”. A copy of the letter can be downloaded here.
MACOM Tech (MTSI) Delivers $271.6 M FQ1 2026 Revenue Driven by Record Industrial & Defense, Data Center Growth
MACOM Technology Solutions Holdings Inc. (NASDAQ:MTSI) is one of the best NASDAQ growth stocks to buy for the next 2 years.
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MACOM Technology Solutions Holdings (MTSI) Surged Following Strong Results
Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund”. A copy of the letter can be downloaded here. U.S.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q1 2026 Earnings Call Transcript
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q1 2026 Earnings Call Transcript February 5, 2026MACOM Technology Solutions Holdings, Inc. beats earnings expectations.
MACOM Technology Solutions Holdings, Inc. (MTSI): A Bull Case Theory
We came across a bullish thesis on MACOM Technology Solutions Holdings, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Analysts Raised MACOM Targets in November and December on Solid EPS and Sector Tailwinds
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the fastest-growing semiconductor stocks to buy.
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After a sharp downturn in 2023, the semiconductor industry rebounded in 2024 and is now firmly in an AI-driven growth phase.
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