MTSI
MACOM TECHNOLOGY SOLUTIONS HData as of 2026 Q2 (06-30) · 13F snapshot
Summary
MACOM TECHNOLOGY SOLUTIONS H (MTSI) is held as common stock by 6 tracked hedge-fund managers, with a combined reported value of ~$640.40M; the largest are Alex Sacerdote, Izzy Englander, Joel Greenblatt. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 1 new, 2 added, 3 trimmed, 1 closed. 16 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.
Attention · MediumThis quarter · Mixed
Common-stock holders64 also report options
Congress trades16
Price$278.56vs quarter-end-26.77%
Sectors0
This quarter's moves
Top holderAlex SacerdoteNew1
Added2
Trimmed / sold4
Common-stock positions
PUT and CALL disclosures are excluded from these holder counts and values.
Alex SacerdoteTrim
Value $376.10M3.0% of portfolio988,7852026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Alex Sacerdote | $376.10M | 3.0% | Trim |
PUT / CALL disclosures
Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.
Value $64.66M— of portfolio170,0002026 Q2
Value $22.37M— of portfolio58,8002026 Q2
Value $2.13M— of portfolio5,6002026 Q2
Value $1.22M— of portfolio3,2002026 Q2
Value $1.18M— of portfolio3,1002026 Q2
Value $798.8K— of portfolio2,1002026 Q2
Value $570.6K— of portfolio1,5002026 Q2
Value $304.3K— of portfolio8002026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinCALL | $64.66M | — | — |
| Ken GriffinPUT | $22.37M | — | — |
| Steven CohenPUT | $2.13M | — | — |
| Steven CohenCALL | $1.22M | — | — |
| Paul Tudor JonesCALL | $1.18M | — | — |
| Izzy EnglanderPUT | $798.8K | — | — |
| Paul Tudor JonesPUT | $570.6K | — | — |
| Izzy EnglanderCALL | $304.3K | — | — |
Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.