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Which hedge funds own MTSI? MACOM TECH SOLUTIONS HLDGS I, Q2 2026 13F holders

TechnologySemiconductors

71 tracked hedge funds disclosed a position in MTSI (MACOM TECH SOLUTIONS HLDGS I) in their Q2 2026 13F filings, worth $1.9bn in total. The largest holder by portfolio weight is Panview Capital Ltd at 6.6% of its book. 30 opened a new position this quarter: Panview Capital Ltd, Maytus Capital Management, LLC, Twinbeech Capital LP, Discovery Capital Management, LLC. 15 exited: FengHe Fund Management Pte. Ltd., CloudAlpha Capital Management Limited/Hong Kong, Persistent Asset Partners Ltd.

71
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
30
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
15
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$451m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$101m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$1.9bn
Combined value
Sum of the holders' reported positions in the security.
5.7%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

71 rows
Panview Capital Ltd Hedge fund6.6%$37.3m97,984–new
Maytree Asset Management Ltd Hedge fund4.8%$7.4m19,544−32%reduced
Sunstone Asset Management, LP Hedge fund4.8%$4.4m11,661−18%reduced
Analog Century Management LP Hedge fund4.1%$113m296,293−32%reduced
Whale Rock Capital Management LLC Hedge fund3.0%$376m988,785−16%reduced
Avalon Global Asset Management LLC Hedge fund2.6%$17.4m45,700−9.9%reduced
Candelo Capital Management LP Hedge fund2.2%$3.0m7,970−21%reduced
G2 Investment Partners Management LLC Hedge fund2.0%$11.1m29,269−11%reduced
Maytus Capital Management, LLC Hedge fund1.8%$11.5m30,150–new
Hel Ved Capital Management Ltd Hedge fund1.0%$7.0m18,450−65%reduced
Polar Capital Holdings Plc Hedge fund0.8%$285m750,517−19%reduced
Sandler Capital Management Hedge fund0.8%$1.3m3,447−50%reduced
Twinbeech Capital LP Hedge fund0.7%$4.0m10,436–new
Thames Capital Management LLC Hedge fund0.6%$6.8m17,9600.0%held
Discovery Capital Management, LLC Hedge fund0.4%$10.2m26,900–new
Lotus Technology Management, LP Hedge fund0.3%$279k733–new
Qube Research & Technologies Ltd Hedge fund0.3%$301m790,678–new
Brevan Howard Capital Management LP Hedge fund0.3%$23.6m61,932–new
Twin Tree Management, LP Hedge fund0.3%$1.9m4,981+25%added
Ground Swell Capital, LLC Hedge fund0.3%$271k712–new
Concentric Capital Strategies, LP Hedge fund0.2%$3.5m9,209−61%reduced
Catalyst Funds Management Pty Ltd Hedge fund0.2%$3.5m9,161+14%added
SummitTX Capital, L.P. Hedge fund0.2%$7.1m18,775+596%added
Campbell & CO Investment Adviser LLC Hedge fund0.2%$3.5m9,125–new
Pinnbrook Capital Management LP Hedge fund0.2%$1.1m2,800–new
Fox Run Management, L.L.C. Hedge fund0.2%$1.0m2,722–new
Bayforest Capital Ltd Hedge fund0.2%$185k487+11%added
Landscape Capital Management, L.L.C. Hedge fund0.2%$2.4m6,331–new
Greenland Capital Management LP Hedge fund0.1%$690k1,814–new
Fulcrum Asset Management LLP Hedge fund0.1%$1.2m3,249–new
S Squared Technology, LLC Hedge fund0.1%$380k1,0000.0%held
Millennium Management LLC Hedge fund0.1%$164m430,400+28%added
Squarepoint Ops LLC Hedge fund0.1%$51.9m136,576−21%reduced
J. Goldman & Co LP Hedge fund0.10%$2.8m7,233–new
Tudor Investment Corp ET AL Hedge fund0.10%$23.2m60,937–new
QVT Financial LP Hedge fund0.09%$1.5m3,876−16%reduced
Walleye Capital LLC Hedge fund0.09%$18.5m48,670−31%reduced
Weiss Asset Management LP Hedge fund0.08%$6.9m18,120–new
West Family Investments, Inc. Family office0.07%$234k615–new
Trexquant Investment LP Hedge fund0.06%$10.1m26,594–new
ExodusPoint Capital Management, LP Hedge fund0.06%$6.1m16,079−48%reduced
Arrowstreet Capital, Limited Partnership Hedge fund0.05%$122m321,342+278%added
Caxton Associates LLP Hedge fund0.05%$2.7m7,018−54%reduced
Boothbay Fund Management, LLC Hedge fund0.05%$2.6m6,863−17%reduced
Adage Capital Partners GP, L.L.C. Hedge fund0.04%$30.5m80,057+14%added
Mirabella Financial Services LLP Hedge fund0.04%$416k1,093−82%reduced
Point72 Asset Management, L.P. Hedge fund0.04%$25.7m67,457−46%reduced
Prelude Capital Management, LLC Hedge fund0.04%$525k1,381–new
Quantbot Technologies LP Hedge fund0.04%$945k2,484–new
Qsemble Capital Management, LP Hedge fund0.03%$256k672–new