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Lee Ainslie’s MACOM Technology Solutions MTSI Stock Holding History

Lee Ainslie’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 		$682K Buy
+1,792
New +$594K 0.01% 142
2021
Q2 		– Sell
-2,233
Closed -$130K – 794
2021
Q1 		$130K Sell
2,233
-9,708
-81% -$602K ﹤0.01% 547
2020
Q4 		$657K Buy
+11,941
New +$510K 0.01% 313

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

Lee Ainslie's MTSI Position: Q2 2026 in Review

Lee Ainslie opened a new position in MACOM Technology Solutions (MTSI) in Q2 2026: 1,792 shares worth $682K. The stake represents 0.01% of the portfolio and ranks #142 among its holdings. This is a return to the name: Lee Ainslie previously reported a position in MTSI as recently as Q1 2021.

Lee Ainslie first reported a position in MTSI in Q4 2020 and has held it in 3 quarters since. 653 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • Lee Ainslie held 1,792 shares of MACOM Technology Solutions worth $682K as of Q2 2026.
  • MACOM Technology Solutions was a new Lee Ainslie position in Q2 2026.
  • MACOM Technology Solutions made up 0.01% of Lee Ainslie's portfolio in Q2 2026, its #142 holding.
  • Lee Ainslie first reported a position in MACOM Technology Solutions in Q4 2020 and has held it in 3 quarters since.
  • 653 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.