MTSINasdaqSemiconductors & Related DevicesFiscal year ends October 3
MACOM Technology Solutions Holdings, Inc.
Financials through Q3 FY2026, quarter ended Jul 3, 2026Last filing: 10-Q on Aug 6, 2026
$265.79+3.55 (+1.35%)
Close on Oct 19, 2026
- Market cap
- $20.84B
- P/E (TTM)
- 84.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.9%
73M of 76M shares
Institutional holders
657
188 new, 40 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 183 sales
Net sold $355.67M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 8,033,059 | 10.70% | 13G (passive) amendment | Jan 30, 2026 |
| BlackRock, Inc. | 7,964,299 | 10.40% | 13G (passive) amendment | Jun 30, 2026 |
| Susan M. Ocampo | 4,884,490 | 6.40% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC | 10,617,760 | 14.10% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MTSI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 10,527,144 | 13.78% | $4.00B | −83,296 | 0.17% |
| BlackRock, Inc. | 9,512,899 | 12.46% | $3.62B | +946,616 | 0.05% |
| Vanguard Portfolio Management LLC | 3,605,324 | 4.72% | $1.37B | +18,243 | 0.06% |
| Vanguard Capital Management LLC | 3,064,683 | 4.01% | $1.17B | +71,832 | 0.02% |
| T. Rowe Price Investment Management, Inc. | 2,850,185 | 3.73% | $1.08M | −1,635,897 | 0.71% |
| State Street Corp | 2,262,242 | 2.96% | $860.49M | +109,491 | 0.03% |
| Invesco Ltd. | 2,149,581 | 2.81% | $817.64M | −1,524,234 | 0.06% |
| JPMorgan Chase & Co | 2,125,091 | 2.78% | $792.99M | +109,461 | 0.04% |
| Geode Capital Management, LLC | 1,409,741 | 1.85% | $536.34M | +50,207 | 0.03% |
| Wellington Management Group Llp | 1,205,711 | 1.58% | $458.62M | −342,324 | 0.08% |
| Massachusetts Financial Services Co /Ma/ | 1,166,242 | 1.53% | $443.58M | +337,794 | 0.14% |
| Capital Research Global Investors | 1,086,149 | 1.42% | $413.14M | −136,523 | 0.06% |
| Norges Bank | 996,731 | 1.31% | $379.13M | New | 0.04% |
| Whale Rock Capital Management LLC | 988,785 | 1.29% | $376.10M | −186,206 | 3.02% |
| Price T Rowe Associates Inc /Md/ | 980,134 | 1.28% | $372.82K | +65,284 | 0.04% |
| Neuberger Berman Group LLC | 826,969 | 1.08% | $314.39M | +38,150 | 0.21% |
| Goldman Sachs Group Inc | 812,421 | 1.06% | $309.02M | +381,621 | 0.03% |
| Franklin Resources Inc | 798,891 | 1.05% | $303.87M | +296,922 | 0.07% |
| Qube Research & Technologies Ltd | 790,678 | 1.04% | $300.75M | New | 0.28% |
| Polar Capital Holdings Plc | 750,517 | 0.98% | $285.47M | −180,261 | 0.67% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 657 | 73M | 95.9% | 188 / 212 | 189 / 40 | 11M | 11M |
| Q1 2026 | 515 | 74M | 97.0% | 106 / 173 | 173 / 46 | 19M | 12M |
| Q4 2025 | 461 | 75M | 97.9% | 91 / 162 | 140 / 51 | 12M | 8M |
| Q3 2025 | 430 | 71M | 92.8% | 69 / 165 | 130 / 55 | 12M | 7M |
| Q2 2025 | 420 | 66M | 86.9% | 81 / 183 | 105 / 40 | 8M | 5M |
| Q1 2025 | 385 | 64M | 83.6% | 58 / 170 | 110 / 56 | 7M | 5M |
| Q4 2024 | 386 | 62M | 81.7% | 85 / 120 | 117 / 30 | 5M | 7M |
| Q3 2024 | 339 | 64M | 83.8% | 59 / 115 | 114 / 62 | 12M | 6M |
| Q2 2024 | 345 | 63M | 82.2% | 70 / 105 | 120 / 25 | 8M | 8M |
| Q1 2024 | 303 | 63M | 82.5% | 39 / 101 | 111 / 32 | 6M | 3M |
| Q4 2023 | 296 | 60M | 79.0% | 50 / 97 | 111 / 24 | 7M | 3M |
| Q3 2023 | 274 | 57M | 74.0% | 52 / 90 | 89 / 42 | 6M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MTSI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Select Semiconductors Portfolio | 3,808,564 | 4.99% | $1.39B | 2.70% | May 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 2,245,420 | 2.94% | $854.09M | 0.69% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,179,866 | 2.85% | $829.16M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,574,806 | 2.06% | $599.01M | 0.32% | Jun 30, 2026 |
| iShares Semiconductor ETF | 1,475,674 | 1.93% | $561.30M | 1.17% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 1,185,457 | 1.55% | $450.91M | 1.96% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,057,263 | 1.38% | $402.15M | 0.43% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 907,833 | 1.19% | $345.31M | 0.73% | Jun 30, 2026 |
| Fidelity OTC Portfolio | 858,700 | 1.12% | $215.91M | 0.50% | Jul 31, 2026 |
| iShares A.I. Innovation and Tech Active ETF | 827,846 | 1.08% | $208.15M | 1.61% | Jul 31, 2026 |
| Vanguard Explorer Fund | 823,041 | 1.08% | $206.95M | 0.94% | Jul 31, 2026 |
| Vanguard Information Technology Index Fund | 763,732 | 1.00% | $278.49M | 0.16% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 752,265 | 0.99% | $286.14M | 0.29% | Jun 30, 2026 |
| Fidelity Advisor Semiconductors Fund | 592,692 | 0.78% | $149.03M | 2.07% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 533,081 | 0.70% | $194.38M | 0.08% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stephen G. Daly | President and CEO, Director | 49,213 | 0.06% | Jun 2, 2026 |
| Robert Dennehy | Senior VP and COO | 12,758 | 0.02% | Sep 1, 2026 |
| John Kober | Senior VP and CFO | 33,583 | 0.04% | Aug 19, 2026 |
| Donghyun Thomas Hwang | SVP, Global Sales | 32,176 | 0.04% | Jun 29, 2026 |
| Ambra R. Roth | SVP, GC and Secretary | 11,963 | 0.02% | Nov 21, 2025 |
| Wayne Mack Struble | SVP, Advanced Semiconductor | 29,384 | 0.04% | Nov 10, 2025 |
| Murugesan Shanmugaraj | Director | 5,214 | 0.01% | May 21, 2026 |
| Charles R. Bland | Director | 13,638 | 0.02% | May 20, 2026 |
| Peter Y. Chung | Director | 6,781 | 0.01% | May 18, 2026 |
| Geoffrey G. Ribar | Director | 12,563 | 0.02% | May 13, 2026 |
| Bryan Ingram | Director | 1,747 | 0.00% | Mar 10, 2026 |
| Jihye Whang Rosenband | Director | 7,165 | 0.01% | Mar 10, 2026 |
| John Ritchie | Director | 9,466 | 0.01% | Mar 10, 2026 |
| Susan Ocampo | 10% owner | 7,275,860 | 9.53% | Feb 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert Dennehy Senior VP and COO | Aug 28, 2026 | Sale(10b5-1 plan) | −252 | $275.20 | $69.35K | 12,758 |
| John Kober Senior VP and CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −400 | $330.67 | $132.27K | 33,583 |
| John Kober Senior VP and CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −400 | $323.97 | $129.59K | 38,982 |
| John Kober Senior VP and CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −900 | $325.26 | $292.73K | 38,082 |
| John Kober Senior VP and CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −500 | $326.51 | $163.26K | 37,582 |
| John Kober Senior VP and CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −1,699 | $327.78 | $556.90K | 35,883 |
| John Kober Senior VP and CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −1,600 | $328.78 | $526.05K | 34,283 |
| John Kober Senior VP and CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −300 | $329.75 | $98.93K | 33,983 |
| John Kober Senior VP and CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −1,590 | $320.57 | $509.71K | 39,382 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −100 | $369.99 | $37.00K | 32,176 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −100 | $367.30 | $36.73K | 32,276 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −200 | $375.34 | $75.07K | 31,976 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −100 | $379.80 | $37.98K | 31,876 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −100 | $391.94 | $39.19K | 29,756 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −291 | $389.74 | $113.41K | 29,856 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −400 | $388.65 | $155.46K | 30,147 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −200 | $387.25 | $77.45K | 30,547 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −400 | $386.62 | $154.65K | 30,747 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −9 | $384.35 | $3.46K | 31,147 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −300 | $382.91 | $114.87K | 31,156 |
| Donghyun Thomas Hwang SVP, Global Sales | Jun 25, 2026 | Sale(10b5-1 plan) | −420 | $382.04 | $160.46K | 31,456 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −904 | $362.02 | $327.27K | 49,213 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −1,500 | $358.44 | $537.66K | 52,717 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −2,200 | $359.37 | $790.61K | 50,517 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −400 | $360.49 | $144.20K | 50,117 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −400 | $391.07 | $156.43K | 38,389 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −2,429 | $362.94 | $881.58K | 46,784 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −2,075 | $363.87 | $755.03K | 44,709 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −2,820 | $364.89 | $1.03M | 41,889 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −300 | $366.46 | $109.94K | 41,589 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −600 | $367.95 | $220.77K | 40,989 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −300 | $369.38 | $110.81K | 40,689 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −300 | $374.09 | $112.23K | 40,389 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −200 | $375.10 | $75.02K | 40,189 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −149 | $389.40 | $58.02K | 38,789 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −551 | $388.38 | $214.00K | 38,938 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −100 | $386.46 | $38.65K | 39,489 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −100 | $382.60 | $38.26K | 39,589 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −100 | $380.98 | $38.10K | 39,689 |
| Stephen G. Daly President and CEO, Director | May 29, 2026 | Sale(10b5-1 plan) | −400 | $378.86 | $151.54K | 39,789 |
| Murugesan Shanmugaraj Director | May 19, 2026 | Gift | −1,400 | – | – | 5,214 |
| Charles R. Bland Director | May 19, 2026 | Gift | −300 | – | – | 13,638 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −100 | $377.70 | $37.77K | 32,471 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −100 | $369.06 | $36.91K | 32,571 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −200 | $367.50 | $73.50K | 32,671 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −100 | $364.93 | $36.49K | 32,871 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −100 | $362.89 | $36.29K | 32,971 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −500 | $360.38 | $180.19K | 33,071 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −300 | $358.84 | $107.65K | 33,571 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −500 | $356.68 | $178.34K | 33,871 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −300 | $355.06 | $106.52K | 34,371 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −95 | $381.23 | $36.22K | 32,376 |
| Donghyun Thomas Hwang SVP, Global Sales | May 18, 2026 | Sale(10b5-1 plan) | −300 | $353.32 | $106.00K | 34,671 |
| Charles R. Bland Director | May 18, 2026 | Gift | −400 | – | – | 13,938 |
| John Kober Senior VP and CFO | May 18, 2026 | Sale(10b5-1 plan) | −200 | $377.70 | $75.54K | 40,972 |
| John Kober Senior VP and CFO | May 18, 2026 | Sale(10b5-1 plan) | −400 | $367.79 | $147.12K | 41,172 |
| John Kober Senior VP and CFO | May 18, 2026 | Sale(10b5-1 plan) | −400 | $365.68 | $146.27K | 41,572 |
| John Kober Senior VP and CFO | May 18, 2026 | Sale(10b5-1 plan) | −537 | $364.55 | $195.76K | 41,972 |
| John Kober Senior VP and CFO | May 18, 2026 | Sale(10b5-1 plan) | −363 | $362.96 | $131.75K | 42,509 |
| John Kober Senior VP and CFO | May 18, 2026 | Sale(10b5-1 plan) | −300 | $361.61 | $108.48K | 42,872 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Roth Ambra Officer | Oct 1, 2026 | 653 | $185.99K | Oct 1, 2026 | Restricted Stock Units |
| Dennehy Robert Officer | Aug 28, 2026 | 252 | $69.84K | Aug 28, 2026 | Employee Stock Purchase Plan |
| Daly Stephen Director, Officer | May 29, 2026 | 15,828 | $6.19M | May 29, 2026 | Performance Stock Units |
| Susan Ocampo Owner | May 26, 2026 | 190,787 | $78.26M | May 26, 2026 | Founder Shares |
| F. Kober Ill John Officer | May 18, 2026 | 15,033 | $5.65M | May 18, 2026 | Performance Stock Units |
| Chung Peter Director | May 14, 2026 | 43,268 | $16.36M | May 14, 2026 | Restricted Stock |
| Susan Ocampo Owner | May 13, 2026 | 100,000 | $38.02M | May 13, 2026 | Founder Shares |
| Bland Charles Director | May 12, 2026 | 800 | $286.75K | May 12, 2026 | RSU Vest |
| Ribar Geoffrey Director | May 11, 2026 | 1,623 | $587.27K | May 11, 2026 | Restricted Stock |
| Susan Ocampo Owner | May 11, 2026 | 200,000 | $72.19M | May 11, 2026 | Founder Shares |
| Susan Ocampo Owner | May 8, 2026 | 24,530 | $8.83M | May 8, 2026 | Founder Shares |
| Susan Ocampo Owner | May 7, 2026 | 400,000 | $132.66M | May 7, 2026 | Founder Shares |
| Susan Ocampo Owner | May 6, 2026 | 176,663 | $54.53M | May 6, 2026 | Founder Shares |
| Thomas Hwang Donghyun Officer | Apr 30, 2026 | 8,933 | $2.41M | Apr 30, 2026 | Performance Stock Units |
| Susan Ocampo Owner | Apr 24, 2026 | 100,000 | $29.02M | Apr 24, 2026 | Founder Shares |