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Katamaran Capital’s MACOM Technology Solutions MTSI Stock Holding History

Katamaran Capital’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 		$1.44M Sell
3,777
-5,232
-58% -$1.74M 1.14% 33
2026
Q1 		$2M Sell
9,009
-7,286
-45% -$1.63M 1.61% 23
2025
Q4 		$2.79M Buy
+16,295
New +$2.59M 2.11% 23

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

Katamaran Capital's MTSI Position: Q2 2026 in Review

Katamaran Capital reduced its MACOM Technology Solutions (MTSI) stake by 58% in Q2 2026, selling an estimated $1.74M and leaving 3,777 shares worth $1.44M. The position accounts for 1.14% of the portfolio, ranked #33.

Katamaran Capital first reported a position in MTSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.79M in Q4 2025. 658 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • Katamaran Capital held 3,777 shares of MACOM Technology Solutions worth $1.44M as of Q2 2026.
  • Katamaran Capital sold 5,232 MACOM Technology Solutions shares in Q2 2026, an estimated $1.74M.
  • MACOM Technology Solutions made up 1.14% of Katamaran Capital's portfolio in Q2 2026, its #33 holding.
  • Katamaran Capital first reported a position in MACOM Technology Solutions in Q4 2025 and has held it in 3 quarters since.
  • Katamaran Capital's MACOM Technology Solutions position peaked at $2.79M in Q4 2025.
  • 658 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

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