Follow-The-Filings

Security · featured owners

MTSI Macom Tech Solutions Hldgs I

COM Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 3.0% (Alex Sacerdote - Whale Ro...) · not free-float ownership

  1. Alex Sacerdote reduce 3.0%
  2. Polen Capital Management add 0.01%
  3. Lee Ainslie new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 3.0% Reduce −15.8% 988,785 $376M history
Polen Capital Management 2026 Q2 0.01% Add +92.7% 2,048 $779K history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 1,792 $682K history

3 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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 $761.19M $903.08M $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 $947.6M $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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders