MTSI (MACOM Technology Solutions Holdings, Inc) Stock Analysis - Hedge Fund Holdings

MACOM Technology Solutions Holdings, Inc (MTSI) is a publicly traded Technology sector company. As of May 20, 2026, MTSI trades at $360.25 with a market cap of $27.18B and a P/E ratio of 155.51. MTSI moved +4.82% today. Year to date, MTSI is +120.02%; over the trailing twelve months it is +204.19%. Its 52-week range spans $84.00 to $401.25. Analyst consensus is strong buy with an average price target of $384.38. Rallies surfaces MTSI's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns MTSI stock?

Hedge funds tracked by Rallies that own MTSI include Whale Rock, Rokos Capital, Eisler Capital, Bridgewater Associates, and Pinebridge Investments. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for MACOM Technology Solutions Holdings, Inc.

MTSI Key Metrics

Key financial metrics for MTSI
MetricValue
Price$360.25
Market Cap$27.18B
P/E Ratio155.51
EPS$2.38
Dividend Yield0.00%
52-Week High$401.25
52-Week Low$84.00
Volume1.10M
Avg Volume0
Revenue (TTM)$1.07B
Net Income$176.75M
Gross Margin55.68%

Top Hedge Funds Holding MTSI

  • Whale Rock holds 1.17M shares of MTSI, changed +50.00% as of Mar 31, 2026.
  • Rokos Capital holds 71.63K shares of MTSI, changed +0.00% as of Jun 30, 2025.
  • Eisler Capital holds 40.29K shares of MTSI, changed +0.00% as of Jun 30, 2024.
  • Bridgewater Associates holds 10.72K shares of MTSI, changed -37.37% as of Mar 31, 2026.
  • Pinebridge Investments holds 5.54K shares of MTSI, changed +0.00% as of Mar 31, 2025.

Latest MTSI News

Recent MTSI Insider Trades

  • Hwang Donghyun Thomas sold 300 (~$106.00K) on May 18, 2026.
  • Hwang Donghyun Thomas sold 300 (~$106.52K) on May 18, 2026.
  • Hwang Donghyun Thomas sold 500 (~$178.34K) on May 18, 2026.

MTSI Analyst Consensus

13 analysts cover MTSI: 0 strong buy, 11 buy, 2 hold, 0 sell, 0 strong sell. Consensus rating is strong buy. Average price target: $384.38.

Common questions about MTSI

Who owns MTSI stock?
Hedge funds tracked by Rallies that own MTSI include Whale Rock, Rokos Capital, Eisler Capital, Bridgewater Associates, and Pinebridge Investments. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for MACOM Technology Solutions Holdings, Inc.
Does Rallies show 13F holders for MTSI?
Yes. Rallies tracks hedge fund and 13F ownership data for MTSI, including fund names, share counts, latest tracked quarter, and position changes when available.
Is MTSI research on Rallies investment advice?
No. Rallies provides research, data, and educational context for MTSI. It does not provide personalized investment advice.
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