Hel Ved Capital Management’s MACOM Technology Solutions MTSI Stock Holding History

Hel Ved 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	$7.02M	Sell	18,450 -33,950	-65%	-$11.3M	0.52%	36
2026 Q1	$11.6M	Buy	+52,400	New	+$11.7M	1.38%	13
2025 Q3	–	Sell	-38,400	Closed	-$5.5M	–	101
2025 Q2	$5.5M	Buy	+38,400	New	+$4.49M	1.45%	21
2025 Q1	–	Sell	-4,000	Closed	-$520K	–	87
2024 Q4	$520K	Buy	+4,000	New	+$503K	0.15%	78
2024 Q3	–	Sell	-20,100	Closed	-$2.24M	–	63
2024 Q2	$2.24M	Buy	+20,100	New	+$2.05M	0.61%	37

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

Hel Ved Capital Management's MTSI Position: Q2 2026 in Review

Hel Ved Capital Management reduced its MACOM Technology Solutions (MTSI) stake by 65% in Q2 2026, selling an estimated $11.3M and leaving 18,450 shares worth $7.02M. The position accounts for 0.52% of the portfolio, ranked #36.

Hel Ved Capital Management first reported a position in MTSI in Q2 2024 and has held it in 5 quarters since. The position peaked at $11.6M in Q1 2026. 656 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

Hel Ved Capital Management held 18,450 shares of MACOM Technology Solutions worth $7.02M as of Q2 2026.
Hel Ved Capital Management sold 33,950 MACOM Technology Solutions shares in Q2 2026, an estimated $11.3M.
MACOM Technology Solutions made up 0.52% of Hel Ved Capital Management's portfolio in Q2 2026, its #36 holding.
Hel Ved Capital Management first reported a position in MACOM Technology Solutions in Q2 2024 and has held it in 5 quarters since.
Hel Ved Capital Management's MACOM Technology Solutions position peaked at $11.6M in Q1 2026.
656 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

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