TwinBeech Capital’s MACOM Technology Solutions MTSI Stock Holding History

TwinBeech 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	$3.97M	Buy	+10,436	New	+$3.46M	0.72%	50
2025 Q4	–	Sell	-43,412	Closed	-$5.4M	–	762
2025 Q3	$5.4M	Buy	+43,412	New	+$5.73M	0.21%	132
2025 Q2	–	Sell	-65,723	Closed	-$6.6M	–	881
2025 Q1	$6.6M	Buy	65,723 +12,578	+24%	+$1.53M	0.12%	203
2024 Q4	$6.9M	Buy	+53,145	New	+$6.69M	0.12%	191
2024 Q3	–	Sell	-3,774	Closed	-$421K	–	814
2024 Q2	$421K	Buy	+3,774	New	+$385K	0.01%	463
2023 Q2	–	Sell	-18,035	Closed	-$1.28M	–	771
2023 Q1	$1.28M	Buy	18,035 +11,201	+164%	+$757K	0.03%	425
2022 Q4	$430K	Buy	+6,834	New	+$427K	0.01%	605
2022 Q2	–	Sell	-16,264	Closed	-$974K	–	648
2022 Q1	$974K	Buy	+16,264	New	+$1.02M	0.04%	323
2021 Q2	–	Sell	-12,176	Closed	-$706K	–	582
2021 Q1	$706K	Buy	+12,176	New	+$755K	0.1%	246

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

TwinBeech Capital's MTSI Position: Q2 2026 in Review

TwinBeech Capital opened a new position in MACOM Technology Solutions (MTSI) in Q2 2026: 10,436 shares worth $3.97M. The stake represents 0.72% of the portfolio and ranks #50 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in MTSI as recently as Q3 2025.

TwinBeech Capital first reported a position in MTSI in Q1 2021 and has held it in 9 quarters since. The position peaked at $6.9M in Q4 2024. 656 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

TwinBeech Capital held 10,436 shares of MACOM Technology Solutions worth $3.97M as of Q2 2026.
MACOM Technology Solutions was a new TwinBeech Capital position in Q2 2026.
MACOM Technology Solutions made up 0.72% of TwinBeech Capital's portfolio in Q2 2026, its #50 holding.
TwinBeech Capital first reported a position in MACOM Technology Solutions in Q1 2021 and has held it in 9 quarters since.
TwinBeech Capital's MACOM Technology Solutions position peaked at $6.9M in Q4 2024.
656 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

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