Artisan Partners
MTSI icon

Artisan Partners’s MACOM Technology Solutions MTSI Stock Holding History

Artisan Partners’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
Q1 		$233M Sell
1,047,159
-199,564
-16% -$44.5M 0.37% 65
2025
Q4 		$214M Sell
1,246,723
-746,235
-37% -$118M 0.32% 73
2025
Q3 		$248M Sell
1,992,958
-62,432
-3% -$8.24M 0.35% 70
2025
Q2 		$295M Sell
2,055,390
-381,195
-16% -$44.5M 0.43% 62
2025
Q1 		$245M Sell
2,436,585
-276,872
-10% -$33.7M 0.4% 64
2024
Q4 		$353M Sell
2,713,457
-227,106
-8% -$28.6M 0.53% 48
2024
Q3 		$327M Buy
2,940,563
+238,184
+9% +$25M 0.49% 55
2024
Q2 		$301M Buy
2,702,379
+667,427
+33% +$68M 0.45% 59
2024
Q1 		$195M Buy
2,034,952
+942,296
+86% +$83.3M 0.28% 85
2023
Q4 		$102M Sell
1,092,656
-35,726
-3% -$2.94M 0.16% 143
2023
Q3 		$92.1M Buy
1,128,382
+253,396
+29% +$18.7M 0.16% 136
2023
Q2 		$57.3M Buy
874,986
+135,441
+18% +$8.2M 0.09% 194
2023
Q1 		$52.4M Buy
739,545
+192,338
+35% +$13M 0.09% 212
2022
Q4 		$34.5M Buy
547,207
+86,736
+19% +$5.42M 0.06% 232
2022
Q3 		$23.8M Buy
+460,471
New +$25.2M 0.04% 247

Other funds holding MTSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners's MTSI Position: Q1 2026 in Review

Artisan Partners reduced its MACOM Technology Solutions (MTSI) stake by 16% in Q1 2026, selling an estimated $44.5M and leaving 1,047,159 shares worth $233M. The position accounts for 0.37% of the portfolio, ranked #65.

Artisan Partners first reported a position in MTSI in Q3 2022 and has held it in 15 quarters since. The position peaked at $353M in Q4 2024. 512 funds tracked by Wall St. Rank hold MTSI as of Q1 2026.

  • Artisan Partners held 1,047,159 shares of MACOM Technology Solutions worth $233M as of Q1 2026.
  • Artisan Partners sold 199,564 MACOM Technology Solutions shares in Q1 2026, an estimated $44.5M.
  • MACOM Technology Solutions made up 0.37% of Artisan Partners's portfolio in Q1 2026, its #65 holding.
  • Artisan Partners first reported a position in MACOM Technology Solutions in Q3 2022 and has held it in 15 quarters since.
  • Artisan Partners's MACOM Technology Solutions position peaked at $353M in Q4 2024.
  • 512 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q1 2026.

Based on Artisan Partners's 13F filing for Q1 2026, filed 13 May 2026.