John Overdeck’s MACOM Technology Solutions MTSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.1M | Buy |
52,965
+13,648
| +35% | +$4.53M | 0.01% | 1051 |
|
|
2026
Q1 | $8.73M | Buy |
+39,317
| New | +$8.78M | 0.01% | 1495 |
|
|
2025
Q2 | – | Sell |
-7,465
| Closed | -$749K | – | 3407 |
|
|
2025
Q1 | $749K | Sell |
7,465
-51,535
| -87% | -$6.27M | ﹤0.01% | 2328 |
|
|
2024
Q4 | $7.66M | Buy |
+59,000
| New | +$7.42M | 0.02% | 874 |
|
|
2023
Q3 | – | Sell |
-32,255
| Closed | -$2.11M | – | 3116 |
|
|
2023
Q2 | $2.11M | Buy |
32,255
+17,921
| +125% | +$1.09M | 0.01% | 1400 |
|
|
2023
Q1 | $1.02M | Buy |
14,334
+700
| +5% | +$47.3K | ﹤0.01% | 1856 |
|
|
2022
Q4 | $859K | Sell |
13,634
-59,800
| -81% | -$3.73M | ﹤0.01% | 1774 |
|
|
2022
Q3 | $3.8M | Sell |
73,434
-25,697
| -26% | -$1.41M | 0.01% | 853 |
|
|
2022
Q2 | $4.57M | Buy |
99,131
+87,897
| +782% | +$4.53M | 0.02% | 819 |
|
|
2022
Q1 | $673K | Buy |
+11,234
| New | +$702K | ﹤0.01% | 1883 |
|
|
2021
Q2 | – | Sell |
-12,539
| Closed | -$728K | – | 4390 |
|
|
2021
Q1 | $728K | Sell |
12,539
-112,135
| -90% | -$6.95M | ﹤0.01% | 2601 |
|
|
2020
Q4 | $6.86M | Sell |
124,674
-145,528
| -54% | -$6.21M | 0.02% | 760 |
|
|
2020
Q3 | $9.19M | Buy |
270,202
+170,511
| +171% | +$6.19M | 0.03% | 534 |
|
|
2020
Q2 | $3.42M | Buy |
99,691
+81,665
| +453% | +$2.39M | 0.02% | 828 |
|
|
2020
Q1 | $341K | Sell |
18,026
-877
| -5% | -$22.3K | ﹤0.01% | 2203 |
|
|
2019
Q4 | $503K | Sell |
18,903
-181,455
| -91% | -$4.33M | ﹤0.01% | 2795 |
|
|
2019
Q3 | $4.31M | Sell |
200,358
-462,834
| -70% | -$9.04M | 0.01% | 943 |
|
|
2019
Q2 | $10M | Buy |
663,192
+444,714
| +204% | +$6.7M | 0.03% | 599 |
|
|
2019
Q1 | $3.65M | Sell |
218,478
-136,229
| -38% | -$2.37M | 0.01% | 1122 |
|
|
2018
Q4 | $5.15M | Sell |
354,707
-63,384
| -15% | -$1.02M | 0.02% | 782 |
|
|
2018
Q3 | $8.61M | Buy |
418,091
+289,194
| +224% | +$6.48M | 0.02% | 700 |
|
|
2018
Q2 | $2.97M | Sell |
128,897
-172,263
| -57% | -$3.66M | 0.01% | 1351 |
|
|
2018
Q1 | $5M | Buy |
301,160
+261,344
| +656% | +$6.74M | 0.02% | 951 |
|
|
2017
Q4 | $1.3M | Buy |
+39,816
| New | +$1.44M | ﹤0.01% | 1775 |
|
|
2017
Q2 | – | Sell |
-16,511
| Closed | -$891K | – | 3171 |
|
|
2017
Q1 | $797K | Sell |
16,511
-98,719
| -86% | -$4.62M | ﹤0.01% | 2061 |
|
|
2016
Q4 | $5.33M | Buy |
+115,230
| New | +$5.03M | 0.02% | 820 |
|
|
2016
Q3 | – | Sell |
-34,449
| Closed | -$1.14M | – | 3282 |
|
|
2016
Q2 | $1.14M | Sell |
34,449
-18,749
| -35% | -$711K | ﹤0.01% | 1638 |
|
|
2016
Q1 | $2.33M | Buy |
+53,198
| New | +$2.08M | 0.01% | 1100 |
|
|
2015
Q4 | – | Sell |
-16,341
| Closed | -$474K | – | 2866 |
|
|
2015
Q3 | $474K | Buy |
+16,341
| New | +$515K | ﹤0.01% | 1571 |
|
|
2015
Q1 | – | Sell |
-88,353
| Closed | -$2.76M | – | 2767 |
|
|
2014
Q4 | $2.76M | Buy |
+88,353
| New | +$2.19M | 0.02% | 882 |
|
|
2013
Q3 | – | Sell |
-22,892
| Closed | -$334K | – | 2010 |
|
|
2013
Q2 | $334K | Buy |
+22,892
| New | +$322K | ﹤0.01% | 1588 |
|
Other funds holding MTSI
John Overdeck's MTSI Position: Q2 2026 in Review
John Overdeck increased its MACOM Technology Solutions (MTSI) stake by 35% in Q2 2026, buying an estimated $4.53M and bringing the position to 52,965 shares worth $20.1M. The position accounts for 0.01% of the portfolio, ranked #1051.
John Overdeck first reported a position in MTSI in Q2 2013 and has held it in 31 quarters since. 653 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.
- John Overdeck held 52,965 shares of MACOM Technology Solutions worth $20.1M as of Q2 2026.
- John Overdeck bought 13,648 MACOM Technology Solutions shares in Q2 2026, an estimated $4.53M.
- MACOM Technology Solutions made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1051 holding.
- John Overdeck first reported a position in MACOM Technology Solutions in Q2 2013 and has held it in 31 quarters since.
- 653 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.