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John Overdeck’s MACOM Technology Solutions MTSI Stock Holding History

John Overdeck’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 		$1.26M Buy
+3,300
New +$1.09M ﹤0.01% 3433
2019
Q4 		– Sell
-9,500
Closed -$204K – 3873
2019
Q3 		$204K Buy
+9,500
New +$186K ﹤0.01% 3184
2018
Q1 		– Sell
-6,600
Closed -$215K – 3378
2017
Q4 		$215K Buy
+6,600
New +$239K ﹤0.01% 2892

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

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.