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Alex Sacerdote’s MACOM Technology Solutions MTSI Stock Holding History

Alex Sacerdote’s Portfolio MTSI Stock Details MTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376M Sell
988,785
-186,206
-16% -$61.8M 3.02% 15
2026
Q1 		$261M Buy
1,174,991
+391,686
+50% +$87.4M 3.37% 15
2025
Q4 		$134M Buy
+783,305
New +$124M 1.72% 25
2017
Q3 		– Sell
-307,247
Closed -$17.1M – 39
2017
Q2 		$17.1M Buy
+307,247
New +$16.6M 1.2% 25
2015
Q2 		– Sell
-279,206
Closed -$10.4M – 37
2015
Q1 		$10.4M Buy
+279,206
New +$9.34M 1.07% 26

Other funds holding MTSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alex Sacerdote's MTSI Position: Q2 2026 in Review

Alex Sacerdote reduced its MACOM Technology Solutions (MTSI) stake by 16% in Q2 2026, selling an estimated $61.8M and leaving 988,785 shares worth $376M. The position accounts for 3.02% of the portfolio, ranked #15.

Alex Sacerdote first reported a position in MTSI in Q1 2015 and has held it in 5 quarters since. 653 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • Alex Sacerdote held 988,785 shares of MACOM Technology Solutions worth $376M as of Q2 2026.
  • Alex Sacerdote sold 186,206 MACOM Technology Solutions shares in Q2 2026, an estimated $61.8M.
  • MACOM Technology Solutions made up 3.02% of Alex Sacerdote's portfolio in Q2 2026, its #15 holding.
  • Alex Sacerdote first reported a position in MACOM Technology Solutions in Q1 2015 and has held it in 5 quarters since.
  • 653 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on Whale Rock Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.