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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $230.76 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $50.69 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Jefferies Group reduced exposure by 76.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.12% | Reduce -44.1% | 575,412 | $71.63 M | Q3 2025 | |
| 0.02% | Reduce -1.6% | 303,685 | $37.81 M | Q3 2025 | |
| 0.02% | New Buy | 131,215 | $16.33 M | Q3 2025 | |
| 0.01% | New Buy | 27,192 | $3.39 M | Q3 2025 | |
| 0.01% | Reduce -76.3% | 9,365 | $1.17 M | Q3 2025 | |
| 0.00% | Reduce -9.7% | 7,405 | $921,848 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for MACOM Technology Solutions Holdings, Inc. (MTSI)
Major holders include Steven Cohen ($71.63 M), Cliff Asness ($37.81 M), Renaissance Technologies ($16.33 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.05 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $50.69 M, with 2 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 $70.41 M.
Yes, 2 managers opened new positions in MTSI, and 0 increased their existing holdings. The total reported buy value was $19.72 M.