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MTSI Macom Tech Solutions Holdings

Information Technology, filed as MACOM TECH SOLUTIONS HLDGS I (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 3 Owners
  • Max 3.0%
  • $378M
  • 1 new 1 add 1 reduce

In 2026 Q2 Lee Ainslie opened a position in Macom Tech Solutions, Polen Capital Management added, and Alex Sacerdote trimmed.

Who owns this now

Largest portfolio weights among holders, up to 3.0% (Alex Sacerdote, Whale Rock Capital Management). Not free-float ownership.

  1. Alex Sacerdote Reduce 3.0%
  2. Polen Capital Management Add 0.01%
  3. Lee Ainslie New 0.01%

Who owns MTSI

Sorted by value, long equity only, as of 2026 Q2.

History
Alex Sacerdote, Whale Rock Capital Management 3.0%, was 3.4% Reduce −15.8% 988,785 $376M History
Polen Capital Management 0.01% Add +92.7% 2,048 $779K History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 1,792 $682K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MTSI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MTSI insider trades
  • None no insider bought on the open market
  • $320M sold by 5 insiders outside a trading plan
  • $36.3M sold by 5 insiders under 10b5-1 plans
  1. Ambra R. Roth SVP, GC and Secretary
    Planned sale
    $196K 653 shares at $300.00 6.6% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  2. Robert Dennehy COO
    Planned sale
    $69K 252 shares at $275.20 1.9% of stake
    Traded Aug 28 Filed Sep 1
    ↗
  3. John Kober CFO
    Planned sale
    $2.4M 7,389 shares at $326.08 18% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  4. Donghyun Thomas Hwang SVP, Global Sales
    Planned sale
    $1M 2,620 shares at $383.87 8.1% of stake
    Traded Jun 25 Filed Jun 29
    ↗
  5. Stephen G Daly CEO
    Planned sale
    $5.8M 15,828 shares at $365.75 29% of stake
    Traded May 29 Filed Jun 2
    ↗
  6. John Kober CFO
    Planned sale
    $2.7M 7,644 shares at $359.25 16% of stake
    Traded May 18 Filed May 20
    ↗
  7. Donghyun Thomas Hwang SVP, Global Sales
    Planned sale
    $936K 2,595 shares at $360.64 7.4% of stake
    Traded May 18 Filed May 20
    ↗
  8. Peter Y Chung Director
    Sale
    $16.4M 43,268 shares at $378.20 87% of stake
    Traded May 14 Filed May 18
    ↗
  9. Charles R Bland Director
    Sale
    $304K 800 shares at $380.00 5.3% of stake
    Traded May 13 Filed May 15
    ↗
  10. Geoffrey G Ribar Director
    Sale
    $587K 1,623 shares at $361.84 11% of stake
    Traded May 11 Filed May 13
    ↗
  11. Donghyun Thomas Hwang SVP, Global Sales
    Planned sale
    $1M 3,718 shares at $276.74 9.6% of stake
    Traded Apr 30 Filed May 4
    ↗
  12. Robert Dennehy COO
    Planned sale
    $4.5M 18,398 shares at $245.25 59% of stake
    Traded Feb 26 Filed Mar 2
    ↗
  13. Geoffrey G Ribar Director
    Sale
    $569K 2,244 shares at $253.59 14% of stake
    Traded Feb 25 Filed Feb 27
    ↗
  14. John Ritchie Director
    Sale
    $401K 1,573 shares at $255.00 15% of stake
    Traded Feb 25 Filed Feb 27
    ↗
  15. Susan Ocampo 10% owner
    Sale
    $80M 315,272 shares at $253.69 7.7% of stake
    Traded Feb 24–25 Filed Feb 26
    ↗

Also filed in the last 12 months, not counted as buying or selling: 27 stock grants, 24 share withholdings for taxes, and 6 gifts.

Congress

3 members of Congress traded MTSI in the last three years: 2 buys and 9 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $15K–$50K Sep 29 filed Oct 12
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Sep 21 filed Oct 12
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Jul 16 filed Sep 4
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K May 22 filed Jun 8
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Mar 27 filed Apr 7
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 3 filed Apr 7

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $648.41M $729.58M $967.26M
Gross profit $385.8M $393.77M $529M
Gross margin * 59.5% 54.0% 54.7%
Net income $91.58M $76.86M -$54.21M
Net margin * 14.1% 10.5% -5.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.761B $0.903B $1.21B
Total non-current assets * $792.05M $852.56M $898.27M
Total assets $1.55B $1.76B $2.1B
Total current liabilities $83.52M $108.18M $325.12M
Total non-current liabilities * $522.12M $521.11M $451.15M
Total equity $0.948B $1.13B $1.33B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $166.92M $162.64M $235.37M
Cash from investing $36.34M -$181.13M -$328.26M
Cash from financing -$149.02M -$9.06M $58.1M
Net change in cash $54M -$27.15M -$34.66M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.