§ SEMICONDUCTORS
USD · SemiconductorsMTSI
MACOM TECHNOLOGY SOLUTIONS H
USDSector · SemiconductorsBeta · 1.54
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 310.90HIGH 326.73LOW 307.8752W 84.00 — 258.98
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
404 increased/new, 193 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 110.3 | P/B | 7.15 |
| EPS (TTM) | 2.14 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 10.6M | 0.1% | +64% |
| BlackRock, Inc. | 8.6M | 0.0% | +14% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | n/a | n/a |
| State Street | 2.2M | 0.0% | +2% |
| JPMORGAN CHASE & CO | 2.0M | n/a | +82% |
◇ AC INTELLIGENCE
Top institutional owners for MTSI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER41.2% · 382 holders
QUALITY / COMPOUNDER27.1% · 35 holders
PASSIVE / INDEX19.8% · 12 holders
DEALER / BANK12.2% · 42 holders
INCOME / DEFENSIVE2.1% · 28 holders
TACTICAL / MACRO1.5% · 4 holders
GROWTH / MOMENTUM0.6% · 1 holder
SYSTEMATIC / QUANT0.5% · 8 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MTSI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MTSI yet.