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

Polar Capital Holdings’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
Q1 		$207M Buy
+930,778
New +$208M 0.73% 38
2025
Q3 		– Sell
-930,551
Closed -$133M – 282
2025
Q2 		$133M Buy
930,551
+148,179
+19% +$17.3M 0.7% 45
2025
Q1 		$78.5M Sell
782,372
-288,699
-27% -$35.1M 0.48% 58
2024
Q4 		$139M Sell
1,071,071
-25,921
-2% -$3.26M 0.78% 32
2024
Q3 		$122M Buy
+1,096,992
New +$115M 0.58% 40

Other funds holding MTSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polar Capital Holdings's MTSI Position: Q1 2026 in Review

Polar Capital Holdings opened a new position in MACOM Technology Solutions (MTSI) in Q1 2026: 930,778 shares worth $207M. The stake represents 0.73% of the portfolio and ranks #38 among its holdings. This is a return to the name: Polar Capital Holdings previously reported a position in MTSI as recently as Q2 2025.

Polar Capital Holdings first reported a position in MTSI in Q3 2024 and has held it in 5 quarters since. 512 funds tracked by Wall St. Rank hold MTSI as of Q1 2026.

  • Polar Capital Holdings held 930,778 shares of MACOM Technology Solutions worth $207M as of Q1 2026.
  • MACOM Technology Solutions was a new Polar Capital Holdings position in Q1 2026.
  • MACOM Technology Solutions made up 0.73% of Polar Capital Holdings's portfolio in Q1 2026, its #38 holding.
  • Polar Capital Holdings first reported a position in MACOM Technology Solutions in Q3 2024 and has held it in 5 quarters since.
  • 512 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q1 2026.

Based on Polar Capital Holdings's 13F filing for Q1 2026, filed 15 May 2026.