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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 		$3.2M Buy
+8,400
New +$2.79M ﹤0.01% 2563
2020
Q2 		– Sell
-14,100
Closed -$267K – 3318
2020
Q1 		$267K Buy
+14,100
New +$358K ﹤0.01% 2415
2017
Q3 		– Sell
-4,400
Closed -$245K – 3036
2017
Q2 		$245K Buy
+4,400
New +$237K ﹤0.01% 2719

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.