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.
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. | Point72 Asset Management Steve Cohen | 575,412 | $71,633,076 | -45% | 0.12% |
| 2. | Citadel Investment Group Ken Griffin | 394,635 | $49,128,111 | -72% | 0.01% |
| 3. | 32,000,000 | $48,460,160 | 0.21% | ||
| 4. | Driehaus Capital Richard Driehaus | 374,890 | $46,670,056 | +8% | 0.33% |
| 5. | D E Shaw D. E. Shaw | 335,163 | $41,724,442 | +6% | 0.02% |
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 |
|---|---|---|---|---|---|---|
| $190.07 | 121,067 | $23,011,204.69 | 4,478,323 | 2025-12-09 | Filing | |
| $189.36 | 100 | $18,936.00 | 43,878 | 2025-12-04 | Filing | |
| $188.62 | 300 | $56,586.00 | 43,978 | 2025-12-04 | Filing | |
| $187.60 | 880 | $165,088.00 | 44,278 | 2025-12-04 | Filing | |
| $186.76 | 875 | $163,415.00 | 45,158 | 2025-12-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,067,757 | $879,865,070 | 0.01% | |
| 2. | 7,051,486 | $877,839,490 | 0.02% | |
| 3. | 5,525,688 | $687,892,880 | 0.04% | |
| 4. | 3,467,894 | $431,718,100 | 0.07% | |
| 5. | 2,165,430 | $269,574,381 | 0.01% |
News See All
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.
10 Fastest-Growing Semiconductor Stocks to Buy
After a sharp downturn in 2023, the semiconductor industry rebounded in 2024 and is now firmly in an AI-driven growth phase.
Here’s What Impacted MACOM Technology Solutions Holdings (MTSI) in Q3
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q4 2025 Earnings Call Transcript
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q4 2025 Earnings Call Transcript November 6, 2025MACOM Technology Solutions Holdings, Inc. beats earnings expectations.
MACOM Technology Solutions (MTSI) Fell Despite Reporting Strong Results
Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
MACOM Technology Solutions Holdings, Inc. (MTSI): A Bull Case Theory
We came across a bullish thesis on MACOM Technology Solutions Holdings, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on MTSI.
Here are the Drivers Behind MACOM Technology Solutions Holdings’ (MTSI) Surge in Q2
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Stifel Raises MACOM (MTSI) Price Target, Maintains Buy Rating
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the must-buy semiconductor stocks to invest in. Macom Technology Solutions Holdings, Inc.
10 Must-Buy Semiconductor Stocks to Invest In
Global semiconductor sales are picking up real steam, and it’s starting to feel like the industry is firmly back on an upward track.
Hedge Fund Resource Center Billionaire Hedge Funds
