TwinBeech Capital’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
Sell
-65,723
Closed -$6.6M 881
2025
Q1
$6.6M Buy
65,723
+12,578
+24% +$1.26M 0.12% 203
2024
Q4
$6.9M Buy
+53,145
New +$6.9M 0.12% 191
2024
Q3
Sell
-3,774
Closed -$421K 814
2024
Q2
$421K Buy
+3,774
New +$421K 0.01% 463
2023
Q2
Sell
-18,035
Closed -$1.28M 771
2023
Q1
$1.28M Buy
18,035
+11,201
+164% +$793K 0.03% 425
2022
Q4
$430K Buy
+6,834
New +$430K 0.01% 605
2022
Q2
Sell
-16,264
Closed -$974K 648
2022
Q1
$974K Buy
+16,264
New +$974K 0.04% 323
2021
Q2
Sell
-12,176
Closed -$706K 582
2021
Q1
$706K Buy
+12,176
New +$706K 0.1% 246