MACOM Technology Solutions (MTSI): Can Data Center and 5G Demand Drive More Upside?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
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 | 988,785 | $376,104,150 | -16% | 3.02% |
| 2. | Polar Capital Brian Ashford-Russell And Tim Woolley | 750,517 | $285,474,151 | -20% | 0.67% |
| 3. | Millennium Management Israel Englander | 430,400 | $163,711,248 | +29% | 0.06% |
| 4. | Evergreen Quality Fund Hillhouse Investment Management | 396,600 | $150,854,742 | 2.43% | |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 321,342 | $122,228,857 | +278% | 0.05% |
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 |
|---|---|---|---|---|---|---|
| $330.67 | 400 | $132,268.00 | 33,583 | 2026-08-17 | Filing | |
| $329.75 | 300 | $98,925.00 | 33,983 | 2026-08-17 | Filing | |
| $328.78 | 1,600 | $526,048.00 | 34,283 | 2026-08-17 | Filing | |
| $327.78 | 1,699 | $556,898.22 | 35,883 | 2026-08-17 | Filing | |
| $326.51 | 500 | $163,255.00 | 37,582 | 2026-08-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,527,144 | $4,004,209,656 | 0.17% | |
| 2. | 9,512,899 | $3,618,421,462 | 0.05% | |
| 3. | 3,605,324 | $1,371,357,090 | 0.06% | |
| 4. | 3,064,683 | $1,165,713,473 | 0.02% | |
| 5. | 2,262,242 | $860,488,990 | 0.03% |
News See All
What Makes MACOM Technology (MTSI) a Resilient Player in High-Growth Markets?
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
MACOM Technology Solutions (MTSI) Rose on Strong Results and Data Center Demand
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
What Makes MACOM Technology Solutions (MTSI) a Top Bet Now?
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here.
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MACOM Technology Solutions Holdings (MTSI) Sees Growth Momentum in Its Key End Markets
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
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MACOM Technology Solutions Holdings (MTSI) Gained from a Strong Earnings Trend
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Small Cap Fund”. A copy of the letter is available to download here.
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On May 16, Laura Wellon, Managing Director at UBS Wealth, joined BNN Bloomberg to provide an outlook on the markets.
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