Macom Technology Solutions H (MTSI) Held by Superinvestors
MACOM TECHNOLOGY SOLUTIONS H (MTSI) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $377.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Whale Rock Capital Management is currently the largest disclosed institutional shareholder of MTSI tracked by InsiderSet, reporting ownership valued at approximately $376.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $233.59M, representing an estimated loss of -37.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MTSI value among the investors covered in this analysis. Major shareholders include Whale Rock Capital Management, Sequoia Financial Advisors, Polen Capital Management, and several other long-term asset managers with concentrated positions in MACOM TECHNOLOGY SOLUTIONS H (MTSI).
This page ranks the largest institutional MTSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Whale Rock Capital Management | Alex Sacerdote | 3.02% | 988,785 | $376,104,150 | $233,590,568 | -$142,513,582 | -37.89% |
| Sequoia Financial Advisors | 0.00% | 2,073 | $788,508 | $489,726 | -$298,782 | -37.89% | |
| Polen Capital Management | David M. Polen | 0.01% | 2,048 | $778,998 | $483,820 | -$295,178 | -37.89% |
Frequently asked questions about MTSI
Who are the largest superinvestors holding MTSI?
The largest superinvestors holding MTSI in the latest SEC Form 13F filings include Whale Rock Capital Management, Sequoia Financial Advisors, and Polen Capital Management. InsiderSet ranks these superinvestors by their latest reported MTSI position.
What does the MTSI superinvestors page include?
This page tracks MTSI positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. MACOM TECHNOLOGY SOLUTIONS H (MTSI) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold MTSI?
InsiderSet currently tracks 3 superinvestors reporting MTSI holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own MTSI.
How much MTSI stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $377.67M in MTSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were MTSI superinvestor holdings last updated?
The latest MTSI superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor MTSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its MTSI position after the reporting date.
Are superinvestors buying or selling MTSI?
Buying and selling can be analyzed by comparing MTSI positions across consecutive 13F reporting periods. InsiderSet's MTSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MTSI ownership changes.
How have superinvestor MTSI holdings changed over time?
InsiderSet tracks MTSI holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.