Joel Greenblatt's MTSI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 71,605 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) worth $15.9 M, representing 0.05% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MTSI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 56,183 shares. Largest reduction occurred in Q3 2016, reducing 38,459 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's MACOM Technology Solutions Holdings (MTSI) Holding Value Over Time
Track share changes against reported price movement
Quarterly MACOM Technology Solutions Holdings (MTSI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +8,017 | Add 12.61% | 71,605 | $222.07 |
| Q4 2025 | +56,183 | Add 758.72% | 63,588 | $171.28 |
| Q3 2025 | -793 | Reduce 9.67% | 7,405 | $124.49 |
| Q2 2025 | +3,837 | Add 87.98% | 8,198 | $143.29 |
| Q1 2025 | +4,361 | New Buy | 4,361 | $100.38 |
| Q1 2023 | -5,989 | Sold Out | 0 | $0.00 |
| Q4 2022 | +5,989 | New Buy | 5,989 | $62.98 |
| Q3 2022 | -4,507 | Sold Out | 0 | $0.00 |
| Q2 2022 | +4,507 | New Buy | 4,507 | $46.15 |
| Q1 2022 | -10,119 | Sold Out | 0 | $0.00 |
| Q4 2021 | -15,521 | Reduce 60.53% | 10,119 | $78.27 |
| Q3 2021 | -12,844 | Reduce 33.37% | 25,640 | $64.86 |
| Q2 2021 | -15,338 | Reduce 28.50% | 38,484 | $64.08 |
| Q1 2021 | -28,134 | Reduce 34.33% | 53,822 | $58.02 |
| Q4 2020 | -1,710 | Reduce 2.04% | 81,956 | $55.04 |
| Q3 2020 | +48,899 | Add 140.65% | 83,666 | $34.00 |
| Q2 2020 | +34,767 | New Buy | 34,767 | $34.34 |
| Q3 2016 | -38,459 | Sold Out | 0 | $0.00 |
| Q2 2016 | +38,459 | New Buy | 38,459 | $32.97 |
| Q1 2015 | -7,406 | Sold Out | 0 | $0.00 |
| Q4 2014 | +7,406 | New Buy | 7,406 | $31.33 |
| Q1 2014 | -24,974 | Sold Out | 0 | $0.00 |
| Q4 2013 | +24,974 | New Buy | 24,974 | $16.98 |
Joel Greenblatt's MACOM Technology Solutions Holdings Investment FAQs
Joel Greenblatt first purchased MACOM Technology Solutions Holdings, Inc. (MTSI) in Q4 2013, acquiring 24,974 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held MACOM Technology Solutions Holdings, Inc. (MTSI) for 23 quarters since Q4 2013.
Joel Greenblatt's largest addition to MACOM Technology Solutions Holdings, Inc. (MTSI) was in Q4 2025, adding 63,588 shares worth $10.89 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 71,605 shares of MACOM Technology Solutions Holdings, Inc. (MTSI), valued at approximately $15.9 M.
As of the Q1 2026 filing, MACOM Technology Solutions Holdings, Inc. (MTSI) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in MACOM Technology Solutions Holdings, Inc. (MTSI) was 83,666 shares, as reported at the end of Q3 2020.