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

Discovery 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
2026 Q2	$10.2M	Buy	+26,900	New	+$8.92M	0.42%	50

Other funds holding MTSI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Discovery Capital Management's MTSI Position: Q2 2026 in Review

Discovery Capital Management opened a new position in MACOM Technology Solutions (MTSI) in Q2 2026: 26,900 shares worth $10.2M. The stake represents 0.42% of the portfolio and ranks #50 among its holdings.

656 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

Discovery Capital Management held 26,900 shares of MACOM Technology Solutions worth $10.2M as of Q2 2026.
MACOM Technology Solutions was a new Discovery Capital Management position in Q2 2026.
MACOM Technology Solutions made up 0.42% of Discovery Capital Management's portfolio in Q2 2026, its #50 holding.
656 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

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