Ticker · CUSIP 55405Y100

MTSI

MACOM TECH SOLUTIONS HLDGS I
Technology·Semiconductors
···Share
Holders (tracked)
14
Combined shares
6,099,875
Combined value
$713.75M
Last close
$261.42
Quarter
2025Q4
Tracked holders · last 8 quarters
+3 vs previous quarter over the last 8.
14112024Q12025Q4
Price is +123.4% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

23 events
  1. Whale Rock Capital opened position2026-02-17
    +783,305 shares · 2025Q4
    13F
  2. D.E. Shaw & Co. trimmed2026-02-17
    −241,865 shares · 2025Q4
    13F
  3. AQR Capital Management added2026-02-17
    +9,665 shares · 2025Q4
    13F
  4. Izzy Englander (Millennium Mgmt) added2026-02-17
    +293,289 shares · 2025Q4
    13F
  5. Steve Cohen (Point72) trimmed2026-02-17
    −23,771 shares · 2025Q4
    13F
  6. T. Rowe Price added2026-02-17
    +136,262 shares · 2025Q4
    13F
  7. Wellington Management added2026-02-17
    +29,131 shares · 2025Q4
    13F
  8. Ken Griffin (Citadel Advisors) trimmed2026-02-17
    −261,512 shares · 2025Q4
    13F
  9. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +55,000 shares · 2025Q4
    13F
  10. Ray Dalio (Bridgewater Associates) trimmed2026-02-13
    −10,070 shares · 2025Q4
    13F
  11. Renaissance Technologies exited2026-02-12
    −131,215 shares · 2025Q4
    13F
  12. Norges Bank (Norway SWF) opened position2026-02-10
    +568,643 shares · 2025Q4
    13F
  13. Paul Tudor Jones (Tudor Investment) exited2025-12-09
    −66,532 shares · 2025Q3
    13F
  14. D.E. Shaw & Co. added2025-11-14
    +17,186 shares · 2025Q3
    13F
  15. AQR Capital Management trimmed2025-11-14
    −4,823 shares · 2025Q3
    13F
  16. Izzy Englander (Millennium Mgmt) trimmed2025-11-14
    −810,398 shares · 2025Q3
    13F
  17. Steve Cohen (Point72) trimmed2025-11-14
    −453,259 shares · 2025Q3
    13F
  18. T. Rowe Price trimmed2025-11-14
    −463,356 shares · 2025Q3
    13F
  19. Wellington Management added2025-11-14
    +634,903 shares · 2025Q3
    13F
  20. Norges Bank (Norway SWF) exited2025-11-13
    −795,146 shares · 2025Q3
    13F
  21. Renaissance Technologies opened position2025-11-13
    +131,215 shares · 2025Q3
    13F
  22. Ray Dalio (Bridgewater Associates) opened position2025-11-13
    +27,192 shares · 2025Q3
    13F
  23. Norges Bank (Norway SWF) added2025-11-12
    +39,800 shares · 2024Q3
    13F

Insider activity

No insider transactions in the last 30 days.
View full insider history for MTSI →
Follow-the-investor returns
If you'd copied each holder of MTSI…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2016Q1$0.12+220238.1%$505.8M
Ray Dalio (Bridgewater Associates)2024Q1$95.64+173.3%$4.5M
D.E. Shaw & Co.2018Q2$98.71+164.8%$24.4M
Paul Tudor Jones (Tudor Investment)2016Q2$102.17+155.9%$14.4M
Steve Cohen (Point72)2018Q1$102.93+154.0%$497K
Steve Cohen (Point72)2018Q1$102.93+154.0%$497K
AQR Capital Management2016Q1$106.17+146.2%$81.9M
Whale Rock Capital2017Q2$125.97+107.5%$204.8M
Wellington Management2016Q1$127.87+104.4%$265.5M
Izzy Englander (Millennium Mgmt)2017Q1$147.18+77.6%$157.6M
Ken Griffin (Citadel Advisors)2016Q2$165.27+58.2%$5.9M
Ken Griffin (Citadel Advisors)2016Q2$165.27+58.2%$5.9M
Ken Griffin (Citadel Advisors)2016Q2$165.27+58.2%$5.9M
Norges Bank (Norway SWF)2016Q1$1193.71-78.1%$148.7M

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions3
Added to4
Trimmed4
Exited1

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
13
$28.34B
2022Q2
15
$7.13B
2022Q3
11
$3.3M
2022Q4
10
$459.7M
2023Q1
12
$496.2M
2023Q2
11
$460.9M
2023Q3
10
$618.2M
2023Q4
9
$721.5M
2024Q1
11
$883.9M
2024Q2
10
$954.9M
2024Q3
10
$575.7M
2024Q4
11
$636.8M
2025Q1
10
$531.5M
2025Q2
11
$779.4M
2025Q3
11
$390.8M
2025Q4
14
$713.7M
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2026-03-27Gilbert CisnerosSell (P)$1K – $15KPDF ↗
2026-03-03Gilbert CisnerosBuy$1K – $15KPDF ↗
2026-01-20Gilbert CisnerosSell (P)$1K – $15KPDF ↗
2025-11-13Gilbert CisnerosSell (P)$1K – $15KPDF ↗
2025-04-09Josh GottheimerSell (P)$1K – $15KPDF ↗
2025-02-10Rob BresnahanBuy$1K – $15KPDF ↗

Who owns MTSI

14 super-investors · 2025Q4
Tracked stake
6.10M
shares
Combined value
$714M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New3Added4Trim7
#ManagerSharesValue
1Wellington Management1.02M$174M
2Whale Rock Capital783.3K$134M
3Izzy Englander
Millennium Mgmt
602.9K$103M
4Norges Bank
Norway SWF
568.6K$97M
5Steve Cohen
Point72
551.6K$94M
6AQR Capital Management313.4K$54M
7Ken Griffin
Citadel Advisors
133.1K$23M
8D.E. Shaw & Co.93.3K$16M
9Paul Tudor Jones
Tudor Investment
55.0K$9M
10Ken Griffin
Citadel Advisors
22.7K$4M
11Ray Dalio
Bridgewater Associates
17.1K$3M
12Ken Griffin
Citadel Advisors
6.6K$1M
13T. Rowe Price1.93M$331K
14Steve Cohen
Point72
1.9K$325K

Recent moves

20 transactions
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