HCM
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HMS Capital Management’s MACOM Technology Solutions MTSI Stock Holding History

HMS 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 		$1.2M Sell
3,147
-32
-1% -$10.6K 0.45% 46
2026
Q1 		$706K Buy
3,179
+140
+5% +$31.3K 0.27% 65
2025
Q4 		$521K Sell
3,039
-19
-0.6% -$3.02K 0.22% 73
2025
Q3 		$381K Sell
3,058
-128
-4% -$16.9K 0.16% 85
2025
Q2 		$457K Sell
3,186
-43
-1% -$5.02K 0.21% 77
2025
Q1 		$290K Sell
3,229
-45
-1% -$5.48K 0.16% 92
2024
Q4 		$425K Buy
+3,274
New +$412K 0.21% 81

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

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

HMS Capital Management reduced its MACOM Technology Solutions (MTSI) stake by 1% in Q2 2026, selling an estimated $10.6K and leaving 3,147 shares worth $1.2M. The position accounts for 0.45% of the portfolio, ranked #46.

HMS Capital Management first reported a position in MTSI in Q4 2024 and has held it in 7 quarters since. 658 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • HMS Capital Management held 3,147 shares of MACOM Technology Solutions worth $1.2M as of Q2 2026.
  • HMS Capital Management sold 32 MACOM Technology Solutions shares in Q2 2026, an estimated $10.6K.
  • MACOM Technology Solutions made up 0.45% of HMS Capital Management's portfolio in Q2 2026, its #46 holding.
  • HMS Capital Management first reported a position in MACOM Technology Solutions in Q4 2024 and has held it in 7 quarters since.
  • 658 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.