Guru Ownership Trend
Guru Analysis for MACOM Technology Solutions Holdings, Inc. (MTSI)
MACOM Technology Solutions Holdings, Inc. (MTSI), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $259.1 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $11.79 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 824.5%. Conversely, Ray Dalio reduced exposure by 37.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for MACOM Technology Solutions Holdings, Inc. (MTSI)
Major holders include Steven Cohen ($94.49 M), Cliff Asness ($53.67 M), Jefferies Group ($14.83 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.09 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.79 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited MTSI. The total reported sell value was $22.13 M.
Yes, 1 managers opened new positions in MTSI, and 3 increased their existing holdings. The total reported buy value was $33.92 M.
