MACOM Tech (MTSI) Delivers $271.6 M FQ1 2026 Revenue Driven by Record Industrial & Defense, Data Center Growth
MACOM Technology Solutions Holdings Inc. (NASDAQ:MTSI) is one of the best NASDAQ growth stocks to buy for the next 2 years.
Macom Technology Solutions Holdings Inc. (MTSI)
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Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 783,305 | $134,164,480 | 1.72% | |
| 2. | Millennium Management Israel Englander | 602,940 | $103,271,563 | +95% | 0.04% |
| 3. | Point72 Asset Management Steve Cohen | 551,641 | $94,485,070 | -5% | 0.11% |
| 4. | Driehaus Capital Richard Driehaus | 482,051 | $82,565,695 | +29% | 0.56% |
| 5. | 32,000,000 | $66,259,840 | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.35 | 40,000 | $534,000.00 | 9,808,142 | 2019-05-22 | Filing | |
| $13.26 | 60,000 | $795,600.00 | 9,768,142 | 2019-05-20 | Filing | |
| $20.89 | 23,900 | $499,271.00 | 94,250 | 2018-08-03 | Filing | |
| $20.89 | 23,900 | $499,271.00 | 94,250 | 2018-08-03 | Filing | |
| $21.00 | 25,000 | $525,000.00 | 70,350 | 2018-08-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $250.00 | 3,156 | $789,003.79 | 4,075,167 | 2026-02-18 | Filing | |
| $246.02 | 600 | $147,610.86 | 4,078,323 | 2026-02-17 | Filing | |
| $245.31 | 79,523 | $19,507,826.89 | 4,078,923 | 2026-02-17 | Filing | |
| $247.70 | 520 | $128,804.00 | 48,508 | 2026-02-17 | Filing | |
| $246.63 | 600 | $147,978.00 | 49,028 | 2026-02-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,524,936 | $1,288,871,029 | 0.02% | |
| 2. | 7,225,100 | $1,237,515,129 | 0.02% | |
| 3. | 6,480,651 | $1,110,005,983 | 0.06% | |
| 4. | 3,424,570 | $586,560,405 | 0.09% | |
| 5. | 2,118,667 | $362,885,284 | 0.01% |
News See All
10 Best NASDAQ Growth Stocks to Buy for the Next 2 Years
On February 19, Tom Lee of Fundstrat and BitMine joined 'Closing Bell' on CNBC to talk about the state of the markets.
MACOM Technology Solutions Holdings (MTSI) Surged Following Strong Results
Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund”. A copy of the letter can be downloaded here. U.S.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q1 2026 Earnings Call Transcript
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q1 2026 Earnings Call Transcript February 5, 2026MACOM Technology Solutions Holdings, Inc. beats earnings expectations.
MACOM Technology Solutions Holdings, Inc. (MTSI): A Bull Case Theory
We came across a bullish thesis on MACOM Technology Solutions Holdings, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Analysts Raised MACOM Targets in November and December on Solid EPS and Sector Tailwinds
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the fastest-growing semiconductor stocks to buy.
10 Fastest-Growing Semiconductor Stocks to Buy
After a sharp downturn in 2023, the semiconductor industry rebounded in 2024 and is now firmly in an AI-driven growth phase.
Here’s What Impacted MACOM Technology Solutions Holdings (MTSI) in Q3
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q4 2025 Earnings Call Transcript
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q4 2025 Earnings Call Transcript November 6, 2025MACOM Technology Solutions Holdings, Inc. beats earnings expectations.
MACOM Technology Solutions (MTSI) Fell Despite Reporting Strong Results
Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
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