MTSI
MACOM Technology Solutions Holdings, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q2 2024 | 8Q | $103 | $356 | +246% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $103 | $356 | +247% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $103 | $356 | +247% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $356 | — |
| Two Sigma Investments re-entered | Q1 2025(8Q snapshot) | 5Q | $123 | $356 | +189% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q3 2024 | Q2 2026 | → $376 | +266% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | → $239 | +47% |
| Citadel Advisors 2× in & out | Q4 2024 | Q1 2025 | — | +0% |
| Maverick Capital | Q1 2021 | Q3 2021 | → $60 | -11% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MACOM Technology Solutions Holdings, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40000904454-26-000328Jun 2, 2026
- Form 40000904454-26-000317May 21, 2026
- Form 40000904454-26-000314May 20, 2026
- Form 40000904454-26-000312May 20, 2026
- Form 40000904454-26-000310May 20, 2026
- Form 40000904454-26-000308May 20, 2026
- Form 40001239366-26-000008May 18, 2026
- Form 40000904454-26-000300May 15, 2026
- Form 40000904454-26-000283May 13, 2026
- Form 40000904454-26-000250May 4, 2026
- Form 40000904454-26-000182Mar 10, 2026
- Form 40000904454-26-000180Mar 10, 2026
- Form 40000904454-26-000178Mar 10, 2026
- Form 40000904454-26-000176Mar 10, 2026
- Form 40000904454-26-000174Mar 10, 2026
Fundamentals
XBRL · MACOM Technology Solutions Holdings, Inc.Annual figures sourced directly from MACOM Technology Solutions Holdings, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for MACOM Technology Solutions Holdings, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- 8-KMaterial eventMar 9, 2026
- 10-QQuarterly reportFeb 5, 2026
- 8-KMaterial eventFeb 5, 2026
- DEF 14AProxy statementJan 16, 2026
- 8-KMaterial eventJan 12, 2026
- 8-KMaterial eventNov 25, 2025
- 10-KAnnual reportNov 14, 2025
- 8-KMaterial eventNov 6, 2025
- 8-KMaterial eventAug 8, 2025
- 10-QQuarterly reportAug 7, 2025
- 8-KMaterial eventAug 7, 2025
- 10-QQuarterly reportMay 8, 2025
- 8-KMaterial eventMay 8, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $376 | $356 | -5% |
| Point72 Asset Management | Q2 2026 | open | $0.00 | — | +0% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | $162 | $239 | +47% |
| Bridgewater Associates | Q4 2025 | open | $162 | $375 | +131% |
| Two Sigma Investments | Q3 2025 | Q2 2026 | $0.00 | — | +0% |
| Two Sigma Investments | Q1 2025 | Q3 2025 | $123 | $125 | +2% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $103 | $356 | +247% |
| D.E. Shaw | Q3 2024 | Q2 2026 | $103 | $376 | +266% |
| AQR Capital Management | Q3 2024 | open | $103 | $356 | +247% |
| Millennium Management | Q3 2024 | open | $103 | $356 | +247% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Point72 Asset Management | Q3 2024 | open | $103 | $356 | +247% |
| Bridgewater Associates | Q2 2024 | Q3 2024 | $103 | $103 | -0% |
| Maverick Capital | Q1 2021 | Q3 2021 | $68 | $60 | -11% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.