Janus Henderson Group
MTSI icon

Janus Henderson Group’s MACOM Technology Solutions MTSI Stock Holding History

Janus Henderson Group’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
Q1 		$174M Buy
784,118
+105,032
+15% +$23.4M 0.08% 208
2025
Q4 		$116M Buy
679,086
+224,306
+49% +$35.6M 0.05% 257
2025
Q3 		$56.6M Sell
454,780
-7,642
-2% -$1.01M 0.03% 387
2025
Q2 		$66.3M Buy
462,422
+6,321
+1% +$739K 0.03% 338
2025
Q1 		$44.9M Buy
456,101
+8,298
+2% +$1.01M 0.02% 407
2024
Q4 		$58.2M Sell
447,803
-209,461
-32% -$26.3M 0.03% 353
2024
Q3 		$73.1M Sell
657,264
-172,546
-21% -$18.1M 0.04% 317
2024
Q2 		$92.5M Sell
829,810
-71,969
-8% -$7.34M 0.05% 276
2024
Q1 		$86.2M Sell
901,779
-120,910
-12% -$10.7M 0.05% 286
2023
Q4 		$95.1M Sell
1,022,689
-157,801
-13% -$13M 0.06% 262
2023
Q3 		$96.3M Buy
1,180,490
+331,800
+39% +$24.5M 0.06% 249
2023
Q2 		$55.6M Buy
848,690
+5,314
+0.6% +$322K 0.03% 369
2023
Q1 		$59.7M Buy
843,376
+833,648
+8,570% +$56.3M 0.04% 342
2022
Q4 		$612K Hold
9,728
– – ﹤0.01% 1602
2022
Q3 		$504K Sell
9,728
-100
-1% -$5.48K ﹤0.01% 1943
2022
Q2 		$453K Buy
9,828
+105
+1% +$5.42K ﹤0.01% 1824
2022
Q1 		$581K Buy
9,723
+6
+0.1% +$375 ﹤0.01% 1807
2021
Q4 		$761K Buy
9,717
+4,889
+101% +$353K ﹤0.01% 1635
2021
Q3 		$313K Buy
+4,828
New +$297K ﹤0.01% 1871

Other funds holding MTSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group's MTSI Position: Q1 2026 in Review

Janus Henderson Group increased its MACOM Technology Solutions (MTSI) stake by 15% in Q1 2026, buying an estimated $23.4M and bringing the position to 784,118 shares worth $174M. The position accounts for 0.08% of the portfolio, ranked #208.

Janus Henderson Group first reported a position in MTSI in Q3 2021 and has held it in 19 quarters since. 512 funds tracked by Wall St. Rank hold MTSI as of Q1 2026.

  • Janus Henderson Group held 784,118 shares of MACOM Technology Solutions worth $174M as of Q1 2026.
  • Janus Henderson Group bought 105,032 MACOM Technology Solutions shares in Q1 2026, an estimated $23.4M.
  • MACOM Technology Solutions made up 0.08% of Janus Henderson Group's portfolio in Q1 2026, its #208 holding.
  • Janus Henderson Group first reported a position in MACOM Technology Solutions in Q3 2021 and has held it in 19 quarters since.
  • 512 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.