Polar Capital Holdings’s MACOM Technology Solutions MTSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$133M	Buy	930,551 +148,179	+19%	+$21.2M	0.7%	45
2025 Q1	$78.5M	Sell	782,372 -288,699	-27%	-$29M	0.48%	58
2024 Q4	$139M	Sell	1,071,071 -25,921	-2%	-$3.37M	0.78%	32
2024 Q3	$122M	Buy	+1,096,992	New	+$122M	0.58%	40