Macom Technology Solutions H (MTSI) 13F Holders & Ownership Data (654 Funds, Q2 2026)

MTSI ranks #840 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

654 institutions disclose a position in MTSI, but none treat it as a major bet — even Analog Century Management LP, its most concentrated holder, allocates just 4.1% of its own portfolio to it.

Fidelity has added to its MTSI position for two straight quarters, increasing it by $2.9B to reach $4.0B today.

Steve Cohen has trimmed its MTSI position for two straight quarters, cutting it by $65.8M while still holding $29.0M.

MTSI is down 4.3% today, but institutions show net buying of $8.4B this quarter — a divergence between today's price move and the underlying institutional flow.

MTSI posted net income of $240.9M over the trailing twelve months, and currently trades at a P/E of 81.5.

• Profitable — net income of $240.9M over the trailing twelve months
• Revenue grew 37.7% year over year
• Net income improved year over year, from -$86.5M to $240.9M
• Generated $235.4M in positive operating cash flow
• Current ratio of 3.71x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.58x equity — within a conventional range