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Bryce Point Capital’s MACOM Technology Solutions MTSI Stock Holding History

Bryce Point 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
2025
Q3 		$572K Buy
+4,594
New +$606K 0.7% 57
2025
Q1 		– Sell
-11,484
Closed -$1.49M – 357
2024
Q4 		$1.49M Buy
+11,484
New +$1.44M 0.43% 73

Other funds holding MTSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bryce Point Capital's MTSI Position: Q3 2025 in Review

Bryce Point Capital opened a new position in MACOM Technology Solutions (MTSI) in Q3 2025: 4,594 shares worth $572K. The stake represents 0.7% of the portfolio and ranks #57 among its holdings. This is a return to the name: Bryce Point Capital previously reported a position in MTSI as recently as Q4 2024.

Bryce Point Capital first reported a position in MTSI in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.49M in Q4 2024. 430 funds tracked by Wall St. Rank hold MTSI as of Q3 2025.

  • Bryce Point Capital held 4,594 shares of MACOM Technology Solutions worth $572K as of Q3 2025.
  • MACOM Technology Solutions was a new Bryce Point Capital position in Q3 2025.
  • MACOM Technology Solutions made up 0.7% of Bryce Point Capital's portfolio in Q3 2025, its #57 holding.
  • Bryce Point Capital first reported a position in MACOM Technology Solutions in Q4 2024 and has held it in 2 quarters since.
  • Bryce Point Capital's MACOM Technology Solutions position peaked at $1.49M in Q4 2024.
  • 430 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q3 2025.

Based on Bryce Point Capital's 13F filing for Q3 2025, filed 6 Nov 2025.