SummitTX Capital’s MACOM Technology Solutions MTSI Stock Holding History

SummitTX Capital’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	$7.14M	Buy	18,775 +16,077	+596%	+$5.33M	0.18%	138
2026 Q1	$599K	Buy	+2,698	New	+$602K	0.02%	534
2025 Q4	–	Sell	-40,458	Closed	-$5.04M	–	881
2025 Q3	$5.04M	Sell	40,458 -43,506	-52%	-$5.74M	0.21%	115
2025 Q2	$12M	Sell	83,964 -7,908	-9%	-$924K	0.52%	30
2025 Q1	$9.22M	Buy	+91,872	New	+$11.2M	0.4%	46

Other funds holding MTSI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SummitTX Capital's MTSI Position: Q2 2026 in Review

SummitTX Capital increased its MACOM Technology Solutions (MTSI) stake by 596% in Q2 2026, buying an estimated $5.33M and bringing the position to 18,775 shares worth $7.14M. The position accounts for 0.18% of the portfolio, ranked #138.

SummitTX Capital first reported a position in MTSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $12M in Q2 2025. 656 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

SummitTX Capital held 18,775 shares of MACOM Technology Solutions worth $7.14M as of Q2 2026.
SummitTX Capital bought 16,077 MACOM Technology Solutions shares in Q2 2026, an estimated $5.33M.
MACOM Technology Solutions made up 0.18% of SummitTX Capital's portfolio in Q2 2026, its #138 holding.
SummitTX Capital first reported a position in MACOM Technology Solutions in Q1 2025 and has held it in 5 quarters since.
SummitTX Capital's MACOM Technology Solutions position peaked at $12M in Q2 2025.
656 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

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