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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $124.47 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $10.16 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jefferies Group reduced exposure by 75.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for MACOM Technology Solutions Holdings, Inc. (MTSI)
Major holders include Cliff Asness ($88.01 M), Joel Greenblatt ($35.13 M), Steven Cohen ($25.66 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 461,045 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $10.16 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 $29.8 M.
Yes, 2 managers opened new positions in MTSI, and 2 increased their existing holdings. The total reported buy value was $39.97 M.