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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
Q2 		$285M Sell
750,517
-180,261
-19% -$59.8M 0.67% 40
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 $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

Polar Capital Holdings's MTSI Position: Q2 2026 in Review

Polar Capital Holdings reduced its MACOM Technology Solutions (MTSI) stake by 19% in Q2 2026, selling an estimated $59.8M and leaving 750,517 shares worth $285M. The position accounts for 0.67% of the portfolio, ranked #40.

Polar Capital Holdings first reported a position in MTSI in Q3 2024 and has held it in 6 quarters since. 658 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • Polar Capital Holdings held 750,517 shares of MACOM Technology Solutions worth $285M as of Q2 2026.
  • Polar Capital Holdings sold 180,261 MACOM Technology Solutions shares in Q2 2026, an estimated $59.8M.
  • MACOM Technology Solutions made up 0.67% of Polar Capital Holdings's portfolio in Q2 2026, its #40 holding.
  • Polar Capital Holdings first reported a position in MACOM Technology Solutions in Q3 2024 and has held it in 6 quarters since.
  • 658 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

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