Macom Technology Solutions HMTSI

13F holders, Q4 2025 (December 31)
462holders +32
73new positions
50sold out
9famous investors
$171.39avg. 13F price*

At the end of Q4 2025, 462 institutions reported holding Macom Technology Solutions H (MTSI) in their 13F filings, up 32 from Q3 2025. 73 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.2B) and FMR LLC ($1.1B). 9 famous investors held it, including Alex Sacerdote (1.7% of Whale Rock Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Macom Technology Solutions H
CUSIP
55405Y100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 303Q1 2024Q2 2024: 345Q2 2024Q3 2024: 339Q3 2024Q4 2024: 386Q4 2024Q1 2025: 385Q1 2025Q2 2025: 419Q2 2025Q3 2025: 430Q3 2025Q4 2025: 462Q4 2025Q1 2026: 516Q1 2026Q2 2026: 659Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions73$355.4M
Exits50$203.0M

All 13F filers, Q3 2025 → Q4 2025: 7,550,626 shares bought and 6,687,779 shares sold, net +862,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 462 holders

BlackRock, Inc. 0.02% Add +6.7% 7,524,936 $1.3B
Vanguard Group Inc. 0.02% Add +2.2% 7,225,100 $1.2B
FMR LLC 0.06% Add +17.3% 6,480,651 $1.1B
T. Rowe Price Investment Management, Inc. 0.58% Reduce -1.4% 5,400,028 $924.9M
Invesco Ltd. 0.06% Reduce -1.3% 3,424,570 $586.6M
State Street Corp. 0.01% Reduce -2.2% 2,118,667 $362.9M
T. Rowe Price Associates Inc. 0.04% Add +7.6% 1,934,684 $331.4M
Capital Research Global Investors 0.04% Reduce -12.8% 1,336,714 $229.0M
Geode Capital Management, LLC 0.01% Add +3.0% 1,267,103 $217.1M
Artisan Partners Limited Partnership 0.33% Reduce -37.4% 1,246,723 $213.5M
GW&K Investment Management, LLC 1.80% Add +6.1% 1,217,935 $208.6M
JPMorgan Chase & Co. 0.01% Reduce -14.8% 1,106,343 $189.5M
Alliancebernstein L.P. 0.06% Reduce -28.9% 1,063,370 $182.1M
Wellington Management Group LLP 0.03% Add +3.0% 1,015,569 $173.9M
Dimensional Fund Advisors LP 0.03% Reduce -2.2% 947,132 $162.2M
UBS Group AG 0.03% Add +31.9% 909,799 $155.8M
Whale Rock Capital Management 1.72% New 783,305 $134.2M
Morgan Stanley 0.01% Reduce -2.4% 758,162 $129.9M
Nomura Asset Management International Inc. 0.19% — 745,794 $127.7M
Janus Henderson Group PLC 0.05% Add +49.3% 679,086 $116.3M
Neuberger Berman Group LLC 0.09% Reduce -27.6% 665,423 $114.1M
Bank of America Corp. 0.01% Reduce -25.0% 656,453 $112.4M
Charles Schwab Investment Management Inc. 0.02% Add +0.9% 641,372 $109.9M
Raymond James Financial Inc. 0.03% Add +122.1% 602,450 $104.4M
Analog Century Management LP 5.11% Reduce -11.5% 606,169 $103.8M
Millennium Management 0.08% Add +94.7% 602,940 $103.3M
Rafferty Asset Management, LLC 0.34% Add +7.0% 580,178 $99.4M
Barclays PLC 0.04% Add +37.0% 574,446 $98.4M
Bessemer Group Inc. 0.15% Add +170782.0% 569,037 $97.5M
Norges Bank 0.01% — 568,643 $97.4M
Point72 Asset Management 0.15% Reduce -4.1% 551,641 $94.5M
Stephens Investment Management Group LLC 1.21% Reduce -0.1% 541,059 $92.7M
Goldman Sachs Group Inc. 0.01% Add +4.5% 530,355 $90.8M
FengHe Fund Management Pte. Ltd. 5.10% New 529,326 $90.7M
American Century Companies Inc. 0.04% Add +6.5% 513,238 $87.9M
Northern Trust Corp. 0.01% Reduce -2.2% 509,769 $87.3M
Loomis Sayles & Co. L P 0.10% Reduce -4.5% 484,374 $83.0M
Manufacturers Life Insurance Company, The 0.07% Reduce -29.9% 482,817 $82.7M
Driehaus Capital Management LLC 0.56% Add +28.6% 482,051 $82.6M
Massachusetts Financial Services Co. 0.03% Add +19.8% 467,797 $80.1M
Bank of New York Mellon Corp 0.01% Reduce -2.3% 384,883 $65.9M
Fiera Capital Corp 0.21% Add +33.2% 378,203 $64.8M
Geneva Capital Management LLC 1.20% Reduce -10.1% 372,559 $63.8M
Jennison Associates LLC 0.04% Add +2.6% 352,650 $60.4M
Schroder Investment Management Group 0.04% Reduce -30.2% 327,574 $57.3M
AQR Capital Management 0.03% Add +3.2% 313,350 $53.7M
Citigroup Inc. 0.03% Add +56.8% 291,691 $50.0M
New York State Common Retirement Fund 0.07% Reduce -17.8% 291,263 $49.9M
TD Asset Management Inc 0.04% Add +3.8% 280,018 $48.0M
Capitolis Liquid Global Markets LLC 0.28% Add +407.4% 274,000 $46.9M
Aristotle Capital Boston, LLC 2.41% Reduce -21.4% 256,388 $43.9M
TimesSquare Capital Management, LLC 0.64% Add +4.1% 246,866 $42.3M
Segall Bryant & Hamill, LLC 0.54% Add +34.7% 232,348 $39.8M
Westfield Capital Management Co. LP 0.16% Reduce -47.1% 231,093 $39.6M
Lord, Abbett & Co. LLC 0.12% Reduce -2.1% 226,019 $38.7M
Sei Investments Co. 0.04% Reduce -15.2% 216,968 $37.2M
Silvercrest Asset Management Group LLC 0.25% Reduce -18.5% 209,510 $35.9M
Adage Capital Partners Gp, L.L.C. 0.05% New 202,500 $34.7M
Nuveen, LLC 0.01% Reduce -6.3% 200,627 $34.4M
BNP Paribas Financial Markets 0.02% Add +106.8% 199,504 $34.2M
Public Employees Retirement Association of Colorado 0.12% No change 197,529 $33.8M
Ameriprise Financial Inc. 0.01% Reduce -6.9% 179,252 $30.7M
Oberweis Asset Management Inc./ 1.12% Add +0.7% 178,960 $30.7M
Assenagon Asset Management S.A. 0.04% Add +577.1% 172,823 $29.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +2.9% 164,958 $28.3M
Amundi 0.01% Reduce -25.3% 161,946 $27.7M
Rhumbline Advisers 0.02% Reduce -2.8% 158,681 $27.2M
Squarepoint Ops LLC 0.05% Reduce -22.6% 153,017 $26.2M
Ranger Investment Management, L.P. 1.76% Add +26.9% 149,496 $25.6M
Bank of Montreal 0.01% Add +19.8% 148,820 $25.5M
Principal Financial Group Inc. 0.01% Reduce -3.1% 137,674 $23.6M
Kennedy Capital Management LLC 0.50% Reduce -0.1% 136,819 $23.4M
Envestnet Asset Management Inc. 0.01% Add +1.4% 134,884 $23.1M
Citadel Advisors 0.02% Reduce -66.3% 133,123 $22.8M
Swiss National Bank 0.01% Add +7.9% 132,250 $22.7M
Balyasny Asset Management L.P. 0.04% Reduce -31.3% 131,741 $22.6M
Next Century Growth Investors LLC 1.49% Reduce -24.1% 125,466 $21.5M
Silverberg Bernstein Capital Management LLC 12.32% Reduce -2.4% 124,524 $21.3M
Victory Capital Management Inc. 0.01% Reduce -45.9% 110,311 $18.9M
Retirement Systems of Alabama 0.06% Reduce -0.5% 106,264 $18.2M
California Public Employees Retirement System 0.01% Add +0.5% 106,112 $18.2M
HSBC Holdings PLC 0.01% Add +5004.6% 102,909 $17.8M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +22.4% 98,880 $16.9M
Legal & General Group Plc 0.00% Reduce -14.0% 97,498 $16.7M
D. E. Shaw & Co. 0.01% Reduce -72.2% 93,298 $16.0M
Thornburg Investment Management Inc. 0.20% Add +5.2% 92,639 $15.9M
Deutsche Bank AG 0.00% Add +1.1% 88,148 $15.1M
EULAV Asset Management 0.40% No change 87,046 $14.9M
Jefferies Financial Group Inc. 0.12% Add +824.5% 86,578 $14.8M
Royal Bank of Canada 0.00% Reduce -58.7% 85,102 $14.6M
Peregrine Capital Management LLC 0.44% New 83,501 $14.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +30.8% 82,036 $14.1M
Frontier Capital Management Co. LLC 0.15% Reduce -16.2% 80,808 $13.8M
Defiance ETFs, LLC 0.44% — 76,490 $13.4M
Penserra Capital Management LLC 0.16% Reduce -2.0% 76,490 $13.1M
State of Wisconsin Investment Board 0.03% Add +1.9% 74,331 $12.7M
Polar Asset Management Partners Inc. 0.32% Reduce -74.7% 72,476 $12.4M
First Trust Advisors LP 0.01% Reduce -60.6% 71,150 $12.2M
Arrowstreet Capital, Limited Partnership 0.01% New 70,469 $12.1M
Nicholas Investment Partners, LP 0.92% Add +46.9% 65,203 $11.2M

"% of holder's portfolio" is MTSI's weight in each manager's 13F, not the share of Macom Technology Solutions H the manager owns.

Show all 462 holders