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Steven Cohen’s MACOM Technology Solutions MTSI Stock Holding History

Steven Cohen’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 		$1.22M Sell
3,200
-2,100
-40% -$697K ﹤0.01% 2710
2026
Q1 		$1.18M Buy
+5,300
New +$1.18M ﹤0.01% 2663

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

Steven Cohen's MTSI Position: Q2 2026 in Review

Steven Cohen reduced its MACOM Technology Solutions (MTSI) stake by 46% in Q2 2026, selling an estimated $19.3M and leaving 67,457 shares worth $25.7M. The position accounts for 0.03% of the portfolio, ranked #743.

Steven Cohen first reported a position in MTSI in Q1 2018 and has held it in 20 quarters since. The position peaked at $284M in Q3 2024. 653 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • Steven Cohen held 67,457 shares of MACOM Technology Solutions worth $25.7M as of Q2 2026.
  • Steven Cohen sold 58,265 MACOM Technology Solutions shares in Q2 2026, an estimated $19.3M.
  • MACOM Technology Solutions made up 0.03% of Steven Cohen's portfolio in Q2 2026, its #743 holding.
  • Steven Cohen first reported a position in MACOM Technology Solutions in Q1 2018 and has held it in 20 quarters since.
  • Steven Cohen's MACOM Technology Solutions position peaked at $284M in Q3 2024.
  • 653 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.