Bayesian Capital Management’s MACOM Technology Solutions MTSI Stock Holding History

Bayesian Capital Management’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
2025 Q3	–	Sell	-3,283	Closed	-$470K	–	710
2025 Q2	$470K	Buy	+3,283	New	+$384K	0.07%	297
2025 Q1	–	Sell	-3,657	Closed	-$475K	–	842
2024 Q4	$475K	Buy	+3,657	New	+$460K	0.06%	382
2021 Q1	–	Sell	-4,542	Closed	-$250K	–	641
2020 Q4	$250K	Sell	4,542 -6,200	-58%	-$265K	0.07%	336
2020 Q3	$365K	Sell	10,742 -1,000	-9%	-$36.3K	0.09%	301
2020 Q2	$403K	Sell	11,742 -4,700	-29%	-$137K	0.09%	288
2020 Q1	$311K	Buy	+16,442	New	+$418K	0.07%	440

Other funds holding MTSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bayesian Capital Management's MTSI Position: Q3 2025 in Review

Bayesian Capital Management sold out of MACOM Technology Solutions (MTSI) in Q3 2025, closing a stake of 3,283 shares — an estimated $470K sold.

Bayesian Capital Management first reported a position in MTSI in Q1 2020 and held it in 6 quarters. The position peaked at $475K in Q4 2024. 430 funds tracked by Wall St. Rank hold MTSI as of Q3 2025.

Bayesian Capital Management reported no remaining MACOM Technology Solutions position as of Q3 2025 after selling out during the quarter.
Bayesian Capital Management sold 3,283 MACOM Technology Solutions shares in Q3 2025, an estimated $470K.
Bayesian Capital Management first reported a position in MACOM Technology Solutions in Q1 2020 and held it in 6 quarters.
Bayesian Capital Management's MACOM Technology Solutions position peaked at $475K in Q4 2024.
430 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.