Macom Technology Solutions Holdings, Inc
Held by 7 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 55405Y100 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 7 of the investors we track own this stock. In the latest quarter, 3 of them bought more of it and 3 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
7
-1 vs last quarter (like-for-like)
Total value held
$622.68M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$11.02M
-4.3% vs last quarter
Net shares bought
-506.0K
Est. net flow -$190.78M
Quarter activity
3 bought · 3 sold
0 new · 1 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns MTSI?
Who added and who trimmed · Q2 2026
Estimated dollar change per manager (change in shares × this quarter's price). Click a bar to open the manager.
Who owns MTSI? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank | Norges Bank Investment Management | 996.73K | $379.13M | 0.0% | — | — | — | — |
| 2 | Israel Englander | Millennium Management | 430.40K | $163.71M | 0.1% | Added | +95.2K | +28.4% | +$36.21M |
| 3 | Steve Cohen | Point72 Asset Management | 67.46K | $25.66M | 0.0% | Reduced | -58.3K | -46.3% | -$22.16M |
| 4 | Two Sigma | Two Sigma Investments | 52.97K | $20.15M | 0.0% | Added | +13.6K | +34.7% | +$5.19M |
| 5 | Tom Marsico | Marsico Capital Management | 43.73K | $16.63M | 0.4% | Held | 0 | 0.0% | $0 |
| 6 | Ken Griffin | Citadel Advisors | 43.70K | $16.62M | 0.0% | Reduced | -546.9K | -92.6% | -$208.01M |
| 7 | Polen Capital | Polen Capital Management | 2.05K | $779.00K | 0.0% | Added | +985 | +92.7% | +$374.66K |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Ray Dalio | Bridgewater Associates | -10.7K | $2.38M |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gil Cisneros Politician | Sep 21, 2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Oct 12, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Sep 29, 2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | 150 Main Street Trust > Bank of America | Oct 12, 2026 | 13 days | PTR ↗ |
| Gil Cisneros Politician | Jul 16, 2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Sep 4, 2026 | 50 days Late | PTR ↗ |
| Gil Cisneros Politician | May 22, 2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jun 8, 2026 | 17 days | PTR ↗ |
| Gil Cisneros Politician | Mar 27, 2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Apr 7, 2026 | 11 days | PTR ↗ |
| Gil Cisneros Politician | Mar 3, 2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Apr 7, 2026 | 35 days | PTR ↗ |
| Gil Cisneros Politician | Jan 20, 2026 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Feb 13, 2026 | 24 days | PTR ↗ |
| Gil Cisneros Politician | Nov 13, 2025 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Dec 15, 2025 | 32 days | PTR ↗ |
| Josh Gottheimer Politician | Apr 9, 2025 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | May 14, 2025 | 35 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Feb 10, 2025 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | JP Morgan Brokerage Account #2 | Mar 7, 2025 | 25 days | PTR ↗ |
| Josh Gottheimer Politician | Jun 21, 2024 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 9, 2024 | 18 days | PTR ↗ |