MACOM TECH SOLUTIONS HLDGS I

$MTSI
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Smart money positioned

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

13F holders
495
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

14 holders · Q1 2026

$MTSI is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.20%, with an average of 0.38% of portfolio. Largest holder: Freemont Management S.A. at 2.20%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Freemont Management S.A.
2.20% NEW
α +20.1pts
02
Hel Ved Capital Management Ltd
1.84% NEW
α +36.9pts
03
Sandler Capital Management
0.79% NEW
α +12.8pts
04
New Age Alpha Advisors, LLC
0.17% held
α +10.8pts
05
RiverPark Advisors, LLC
0.13% NEW
α +21.5pts

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 10 of 495 · Source: 13F-HR
01
Roberts Capital Advisors, LLC
0.69% of portfolio
4,486,082 sh
02
Atlantic Edge Private Wealth Management, LLC
0.03% of portfolio
2,283,440 sh
03
Axa S.a.
0.02% of portfolio
2,152,751 sh
04
State Street
0.01% of portfolio
2,118,667 sh
05
Poplar Forest Capital LLC
0.41% of portfolio
2,094,318 sh
06
Envestnet Asset Management Inc.
0.04% of portfolio
1,222,672 sh
07
HBK Sorce Advisory LLC
3.37% of portfolio
1,174,991 sh
08
Schroder Investment Management Group
0.04% of portfolio
981,048 sh
09
Fernbridge Capital Management LP
0.73% of portfolio
930,778 sh
10
Staley Capital Advisers Inc.
0.04% of portfolio
789,042 sh
See all 495 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $MTSI in the recent window.

Congress trades · last 90 days

4 disclosures · STOCK Act
Gil Cisneros
House · California · Traded Jan 20
SOLD
$MTSIMACOM Technology Solutions Holdings Inc
$1K–$15K
Feb 13STOCK
Gil Cisneros
House · California · Traded Nov 13
SOLD
$MTSIMACOM Technology Solutions Holdings Inc
$1K–$15K
Dec 15STOCK
Josh Gottheimer
House · New Jersey · Traded Apr 9
SOLD
$MTSIMACOM Technology Solutions Holdings Inc
$1K–$15K
May 14STOCK
Rob Bresnahan
House · Pennsylvania · Traded Feb 10
BOUGHT
$MTSIMACOM Technology Solutions Holdings Inc
$1K–$15K
Mar 7STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:31 UTC.