MTSI — MACOM Technology Solutions Holdings Inc
In 2026 Q2, 10 of the 140 tracked hedge funds reported a position in MACOM Technology Solutions Holdings Inc (MTSI), worth $803.73M combined. Over the quarter 3 opened or added, 10 trimmed or exited.
Hedge fund holders, 2026 Q2
| Fund | Value | Portfolio % | Change |
|---|---|---|---|
| Whale Rock | $376.10M | 3.00% | -15.8% |
| Polar Capital | $285.47M | 0.81% | -19.4% |
| Analog | $112.70M | 4.10% | -32.1% |
| Maytus | $11.47M | 1.80% | NEW |
| Hel Ved | $7.02M | 0.99% | -64.8% |
| O'Neil | $4.45M | 0.99% | NEW |
| Caxton Associates | $2.67M | 0.05% | -54.3% |
| Essex | $1.87M | 0.25% | NO CHANGE |
| QVT | $1.47M | 0.09% | -16.5% |
| Emerald | $505.89K | 0.01% | NEW |
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Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.