MTSI MACOM Technology Solutions Holdings, Inc.

NASDAQ
$239.62

MACOM Technology Solutions Holdings, Inc. (MTSI) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+7.69
21 buyers / 18 sellers
MIXED
Funds compared
39
funds with comparable MTSI positions
34 current holders · 23 prior-quarter holders
Net share change
+23.6K
+1.22M added, -1.19M cut
Position activity
16 new 5 increased 13 reduced 5 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Qube Research & Technologies Ltd Quant New +790.7K $300.8M 0.3% 67
Bridgewater Associates Quant Macro Sold Out -10.7K -100.0% $4.1M 0.0% 63
WORLDQUANT MILLENNIUM ADVISORS LLC Quant New +43.0K $16.4M 0.1% 60
Discovery Capital Management Long/Short Macro New +26.9K $10.2M 0.4% 60
Polar Asset Management Partners Long/Short Sold Out -27.8K -100.0% $10.6M 0.0% 59
CITADEL ADVISORS LLC Quant Reduced -546.9K -92.6% $208.0M 0.0% 58
Tudor Investment Corporation Macro New +60.9K $23.2M 0.1% 58
Capula Management Quant Macro New +2.9K $1.1M 0.0% 58
Maverick Capital Long/Short Growth New +1.8K $681.6K 0.0% 57
Whale Rock Capital Management Growth Tech Reduced -186.2K -15.8% $70.8M 3.0% 57

Most significant buyers

By move score, not size.

  • Qube Research & Technologies Ltd New · +790.7K
  • WORLDQUANT MILLENNIUM ADVISORS LLC New · +43.0K
  • Discovery Capital Management New · +26.9K
  • Tudor Investment Corporation New · +60.9K
  • Capula Management New · +2.9K

Most significant sellers

By move score, not size.

  • Bridgewater Associates Sold Out · -10.7K
  • Polar Asset Management Partners Sold Out · -27.8K
  • CITADEL ADVISORS LLC Reduced · -546.9K
  • Whale Rock Capital Management Reduced · -186.2K
  • Cinctive Capital Management Sold Out · -44.1K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Qube Research & Technologies Ltd 2 790.7K 0 +790.7K 0.3% New 67
Bridgewater Associates 1 0 10.7K -10.7K -100.0% 0.0% Sold Out 63
WORLDQUANT MILLENNIUM ADVISORS LLC 2 43.0K 0 +43.0K 0.1% New 60
Discovery Capital Management 2 26.9K 0 +26.9K 0.4% New 60
Polar Asset Management Partners 3 0 27.8K -27.8K -100.0% 0.0% Sold Out 59
CITADEL ADVISORS LLC 1 43.7K 590.6K -546.9K -92.6% 0.0% Reduced 58
Tudor Investment Corporation 2 60.9K 0 +60.9K 0.1% New 58
Capula Management 2 2.9K 0 +2.9K 0.0% New 58
Maverick Capital 2 1.8K 0 +1.8K 0.0% New 57
Whale Rock Capital Management 1 988.8K 1.2M -186.2K -15.8% 3.0% Reduced 57
Cinctive Capital Management 3 0 44.1K -44.1K -100.0% 0.0% Sold Out 57
Weiss Asset Management 2 18.1K 0 +18.1K 0.1% New 57
Jain Global 3 0 26.7K -26.7K -100.0% 0.0% Sold Out 56
Holocene Advisors, LP 2 1.5K 0 +1.5K 0.0% New 56
Brevan Howard Capital Management 3 61.9K 0 +61.9K 0.4% New 56
Armistice Capital 3 0 16.8K -16.8K -100.0% 0.0% Sold Out 55
Hudson Bay Capital Management 3 2.9K 0 +2.9K 0.0% New 55
Trexquant Investment 3 26.6K 0 +26.6K 0.1% New 55
Capstone Investment Advisors 3 1.8K 0 +1.8K 0.0% New 53
J. Goldman & Co. 3 7.2K 0 +7.2K 0.1% New 53
MARSHALL WACE, LLP 2 1.1K 25.0K -23.9K -95.6% 0.0% Reduced 51
Engineers Gate 4 4.4K 0 +4.4K 0.0% New 50
Balyasny Asset Management L.P. 2 22.8K 95.3K -72.4K -76.0% 0.0% Reduced 49
LMR Partners 3 9.1K 75.0K -65.9K -87.9% 0.0% Reduced 49
Aquatic Capital Management 4 1.5K 0 +1.5K 0.0% New 48
Quantbot Technologies 4 2.5K 0 +2.5K 0.0% New 45
Point72 Asset Management, L.P. 1 67.5K 125.7K -58.3K -46.3% 0.0% Reduced 44
Schonfeld Strategic Advisors 3 9.8K 40.6K -30.8K -76.0% 0.0% Reduced 43
MILLENNIUM MANAGEMENT LLC 2 430.4K 335.2K +95.2K +28.4% 0.1% Increased 38
Caxton Associates 3 7.0K 15.3K -8.3K -54.3% 0.1% Reduced 38
TWO SIGMA INVESTMENTS, LP 2 53.0K 39.3K +13.6K +34.7% 0.0% Increased 36
ExodusPoint Capital Management 3 16.1K 30.7K -14.6K -47.7% 0.1% Reduced 35
Squarepoint Ops LLC 2 136.6K 172.2K -35.6K -20.7% 0.1% Reduced 33
Gotham Asset Management, LLC 2 92.3K 71.6K +20.7K +29.0% 0.1% Increased 33
Walleye Capital 3 48.7K 70.6K -22.0K -31.1% 0.1% Reduced 31
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 80.1K 70.1K +10.0K +14.3% 0.0% Increased 30
AQR Capital Management 3 234.1K 212.2K +21.9K +10.3% 0.0% Increased 24
Boothbay Fund Management 4 6.9K 8.3K -1.4K -17.3% 0.1% Reduced 22
Man Group 3 5.7K 5.8K -78 -1.4% 0.0% Reduced 21

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.