ValuationViz

MTSI fund manager activity

MACOM Technology Solutions Holdings, Inc · Nasdaq. Reported by 6 tracked fund managers in their 13F filings, Q4 2013 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Joel Greenblatt - Gotham Asset ManagementAdded92,346$35,125,6480.08%Aug 14, 2026
Lee Ainslie - Maverick CapitalNew1,792$681,6230.01%Aug 14, 2026
Polen Capital ManagementAdded2,048$778,9980.01%Aug 4, 2026
Alex Sacerdote - Whale Rock Capital ManagementTrimmed988,785$376,104,1503.02%Aug 14, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Joel Greenblatt - Gotham Asset ManagementAdded71,605$15,901,3220.05%May 15, 2026
Polen Capital ManagementNew1,063$236,0600.00%May 14, 2026
Alex Sacerdote - Whale Rock Capital ManagementAdded1,174,991$260,930,2513.37%May 15, 2026

Older quarters