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 Holdings Inc. (MTSI)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Walleye Capital Will England | 48,670 | $18,512,608 | -32% | 0.07% |
| 2. | AnglePoint Asset Management Jie Liu | 19,544 | $7,433,951 | -32% | 4.83% |
| 3. | 7,500 | $2,852,775 | +3% | 0.01% | |
| 4. | 5,700 | $2,168,109 | -14% | 0.01% | |
| 5. | Katamaran Capital Priya Kodeeswaran | 3,777 | $1,436,657 | -59% | 1.14% |
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 |
|---|---|---|---|---|---|---|
| $391.94 | 100 | $39,194.00 | 29,756 | 2026-06-25 | Filing | |
| $389.74 | 291 | $113,414.34 | 29,856 | 2026-06-25 | Filing | |
| $388.65 | 400 | $155,460.00 | 30,147 | 2026-06-25 | Filing | |
| $387.25 | 200 | $77,450.00 | 30,547 | 2026-06-25 | Filing | |
| $386.62 | 400 | $154,648.00 | 30,747 | 2026-06-25 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,512,899 | $3,618,421,462 | 0.05% | |
| 2. | 2,262,242 | $860,488,990 | 0.03% | |
| 3. | 1,166,242 | $443,584,418 | 0.14% | |
| 4. | 537,879 | $204,593,194 | 0.03% | |
| 5. | 410,179 | $156,019,786 | 0.05% |
News See All
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.
10 Best Fiber Optics Stocks to Buy for the AI Data Center Boom
AI data centers are putting unusual pressure on the optical networking supply chain, not because fiber is new, but because large AI clusters need far more bandwidth between accelerators, switches, racks...
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.
10 Best Photonic Computing Stocks to Buy Now
On May 24, CNBC reported that AI developers are now increasingly turning to photonics to fix data transfer bottlenecks between chips and systems, noting the technology uses light instead of electrical...
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.
10 Best Optical Networking Stocks to Buy According to Analysts
The generative artificial-intelligence boom is reordering priorities in the data center sector, and one of the results is rising demand for high-speed optical communications.
12 Best Multibagger Stocks to Buy in 2026
On May 16, Laura Wellon, Managing Director at UBS Wealth, joined BNN Bloomberg to provide an outlook on the markets.
MACOM Technology Solutions (MTSI) Delivered Record Revenue and Profitability in Q1
Aristotle Capital Boston, LLC, an investment advisor, released its first-quarter 2026 investor letter for “Small Cap Equity Fund”. A copy of the letter is available to download here. U.S.