Macom Technology Solutions H (MTSI) 13F Holders & Ownership Data (657 Funds, Q2 2026)

MTSI ranks #841 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

657 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.

Assenagon Asset Management S.A. has added to its MTSI position for two straight quarters, increasing it by $66.9M to reach $72.2M today.

Contravisory Investment Management, Inc. has trimmed its MTSI position for two straight quarters, cutting it by $3.0K while still holding $17.7K.

MTSI is down 4.1% 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 98.9.

• 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