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MTSI position history

The shares of Macom Tech Solutions (MTSI) that Whale Rock Capital Management LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q4: 783,305 shares, $134M, 1.7% of portfolio, New
  2. 2026 Q1: 1,174,991 shares, $261M, 3.4% of portfolio, Add +50.0%
  3. 2026 Q2: 988,785 shares, $376M, 3.0% of portfolio, Reduce −15.8%
Holdings date Value % of holdings Shares Filing date All 13F holders