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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $169.27 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $140.77 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 12.6%. Conversely, Jefferies Group reduced exposure by 78.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for MACOM Technology Solutions Holdings, Inc. (MTSI)
Major holders include Cliff Asness ($46.07 M), Steven Cohen ($27.92 M), Joel Greenblatt ($15.9 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 438,537 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $140.77 M, with 1 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited MTSI. The total reported sell value was $142.55 M.
Yes, 0 managers opened new positions in MTSI, and 1 increased their existing holdings. The total reported buy value was $1.78 M.