Which hedge funds own MTSI? MACOM TECH SOLUTIONS HLDGS I, Q2 2026 13F holders
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14 of the hedge funds tracked by WhaleCreep disclosed a position in MTSI (MACOM TECH SOLUTIONS HLDGS I) in their Q2 2026 13F filings, worth $645.1m in total. The largest holder by portfolio weight is Whale Rock Capital Management at 3.0% of its book. 7 managers opened a new position this quarter: Discovery Capital Management, Brevan Howard Capital Management, Tudor Investment, Maverick Capital. 1 exited: Bridgewater Associates.
14tracked managers holding
7opened this quarter
1exited this quarter
Which hedge funds hold MTSI? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Whale Rock Capital Management | Q2 2026 | 3.0% | $376.1m | 988,785 | -16% | reduced |
| Discovery Capital Management | Q2 2026 | 0.4% | $10.2m | 26,900 | – | new |
| Brevan Howard Capital Management | Q2 2026 | 0.3% | $23.6m | 61,932 | – | new |
| Millennium Management | Q2 2026 | 0.1% | $163.7m | 430,400 | 28% | added |
| Tudor Investment | Q2 2026 | 0.1% | $23.2m | 60,937 | – | new |
| Point72 Asset Management LP | Q2 2026 | 0.0% | $25.7m | 67,457 | -46% | reduced |
| Citadel Advisors | Q2 2026 | 0.0% | $16.6m | 43,699 | -93% | reduced |
| Polen Capital Management | Q2 2026 | 0.0% | $779.0k | 2,048 | 93% | added |
| Maverick Capital | Q2 2026 | 0.0% | $681.6k | 1,792 | – | new |
| WCM Investment Management | Q2 2026 | 0.0% | $2.6m | 7,078 | – | new |
| First Manhattan | Q2 2026 | 0.0% | $950.9k | 2,500 | 0% | held |
| Holocene Advisors | Q2 2026 | 0.0% | $563.3k | 1,481 | – | new |
| Marshall Wace | Q2 2026 | 0.0% | $418.4k | 1,100 | -96% | reduced |
| Ancora Advisors | Q2 2026 | 0.0% | $1.5k | 4 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Bridgewater Associates | 0.4% | $2.4m |
How has hedge fund ownership of MTSI changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 14 | $645.1m |
| Q1 2026 | 8 | $503.2m |
| Q4 2025 | 5 | $241.4m |
| Q3 2025 | 4 | $91.7m |
| Q2 2025 | 3 | $157.3m |
| Q1 2025 | 2 | $278.8m |
| Q4 2024 | 3 | $292.3m |
| Q3 2024 | 4 | $323.6m |
| Q2 2024 | 3 | $124.8m |
| Q1 2024 | 5 | $130.7m |
| Q4 2023 | 3 | $23.6m |
| Q3 2023 | 4 | $30.2m |
| Q2 2023 | 5 | $29.7m |
| Q1 2023 | 4 | $36.7m |
| Q4 2022 | 3 | $16.8m |
| Q3 2022 | 3 | $17.9m |
Counts every tracked manager that disclosed MTSI in that quarter's filing, including managers that have since stopped filing.