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Bayforest Capital’s MACOM Technology Solutions MTSI Stock Holding History

Bayforest Capital’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 		$185K Buy
487
+49
+11% +$16.3K 0.17% 197
2026
Q1 		$97.3K Buy
438
+209
+91% +$46.7K 0.11% 362
2025
Q4 		$39.2K Buy
+229
New +$36.3K 0.03% 622
2025
Q3 		– Sell
-300
Closed -$43K – 855
2025
Q2 		$43K Sell
300
-2,002
-87% -$234K 0.02% 539
2025
Q1 		$231K Buy
2,302
+1,016
+79% +$124K 0.1% 358
2024
Q4 		$167K Buy
+1,286
New +$162K 0.21% 171

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

Bayforest Capital's MTSI Position: Q2 2026 in Review

Bayforest Capital increased its MACOM Technology Solutions (MTSI) stake by 11% in Q2 2026, buying an estimated $16.3K and bringing the position to 487 shares worth $185K. The position accounts for 0.17% of the portfolio, ranked #197.

Bayforest Capital first reported a position in MTSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $231K in Q1 2025. 656 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • Bayforest Capital held 487 shares of MACOM Technology Solutions worth $185K as of Q2 2026.
  • Bayforest Capital bought 49 MACOM Technology Solutions shares in Q2 2026, an estimated $16.3K.
  • MACOM Technology Solutions made up 0.17% of Bayforest Capital's portfolio in Q2 2026, its #197 holding.
  • Bayforest Capital first reported a position in MACOM Technology Solutions in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's MACOM Technology Solutions position peaked at $231K in Q1 2025.
  • 656 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.