MACOM TECH SOLUTIONS HLDGS I

$MTSI
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Smart money positioned

12 of the Top-200 alpha managers hold $MTSI as of the latest 13F snapshot.

13F holders
9
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$MTSI is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.84%, with an average of 0.53% of portfolio. Largest holder: Medina Value Partners, LLC at 1.84%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Medina Value Partners, LLC
1.84% NEW
α +36.9pts
02
Hel Ved Capital Management Ltd
1.84% NEW
α +36.9pts
03
GM Advisory Group, LLC
1.80% held
α +16.5pts
04
Tandem Wealth Advisors LLC
0.73% NEW
α +14.1pts
05
NerdWallet Wealth Partners, LLC
0.08% held
α +11.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 9 of 9 · Source: 13F-HR
01
Vanguard Group Inc.
0.02% of portfolio
7,225,100 sh
02
State Street
0.02% of portfolio
2,152,751 sh
03
Citadel
0.09% of portfolio
590,570 sh
04
Citigroup Inc.
0.06% of portfolio
423,865 sh
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% of portfolio
190,789 sh
06
Hel Ved Capital Management Ltd
2.01% of portfolio
52,400 sh
07
Freemont Management S.A.
2.20% of portfolio
51,700 sh
08
Two Sigma
0.01% of portfolio
39,317 sh
09
Bridgewater Associates
0.01% of portfolio
10,723 sh

Insider activity · last 90 days

50 transactions · 6 filers
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S
29 Jun 2026
Unknown —
▼ SOLD
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S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $MTSI in the recent window.

Convergence · $MTSI

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:18 UTC.