Macom Technology Solutions Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Macom Technology Solutions Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 389 institutions that filed 13F reports for both quarters added to or opened positions in Macom Technology Solutions Holdings, and 228 cut or closed them. Together they sold a net 1.7M shares, −2.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−6.8%); index fund managers were net buyers of 1.4M shares (+6.8%). 179 opened a new position and 40 sold out entirely.

Bought, Q2 2026 389 institutions, 179 of them new holders Sold, Q2 2026 228 institutions, 40 of them sold out

Net change, all compared −1.7M shares (−2.4%)

Net change, active managers −2.1M shares (−6.8%), 37 bought, 41 sold

Buyers versus sellers

institutions compared, 684

389 bought 67 228 sold

Active managers and hedge funds 37 bought · 41 sold · −2.1M

Index fund managers 11 bought · 1 sold · +1.4M

Other institutions 341 bought · 186 sold · −1.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+947K +11.1%	9.5M	$3.6B
Qube Research & Technologies Ltd Hedge fund	+791K New position	791K	$301M
Jane Street Group, LLC	+532K +22579.8%	535K	$203M
Clearbridge Investments, LLC Active manager	+441K New position	441K	$168M
Evergreen Quality Fund Gp, Ltd.	+397K New position	397K	$151M
Goldman Sachs Group Inc	+382K +88.6%	812K	$309M
Allspring Global Investments Holdings, LLC	+362K New position	362K	$127M
Massachusetts Financial Services Co Active manager	+338K +40.8%	1.2M	$444M
Franklin Resources Inc Active manager	+297K +59.2%	799K	$304M
Assenagon Asset Management S.A.	+250K +1042.7%	274K	$104M
Deutsche Bank Ag\	+245K +208.5%	363K	$138M
Federated Hermes, Inc. Active manager	+245K +5362.1%	249K	$94.8M
Arrowstreet Capital, Limited Partnership Hedge fund	+236K +277.9%	321K	$122M
Bank Of America Corp	+171K +35.5%	651K	$248M
Rafferty Asset Management, LLC Index funds	+165K +35.3%	633K	$241M
Bank Of New York Mellon Corp	+137K +34.2%	538K	$205M
Wells Fargo & Company	+117K +421.7%	145K	$55.2M
Susquehanna International Group, LLP	+116K +312.6%	154K	$58.4M
CIBC Bancorp Usa Inc.	+115K New position	115K	$43.7M
State Street Corp Index funds	+109K +5.1%	2.3M	$860M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+791K New position	791K	$301M
Clearbridge Investments, LLC Active manager	+441K New position	441K	$168M
Massachusetts Financial Services Co Active manager	+338K +40.8%	1.2M	$444M
Franklin Resources Inc Active manager	+297K +59.2%	799K	$304M
Federated Hermes, Inc. Active manager	+245K +5362.1%	249K	$94.8M
Arrowstreet Capital, Limited Partnership Hedge fund	+236K +277.9%	321K	$122M
Millennium Management LLC Hedge fund	+95K +28.4%	430K	$164M
Price T Rowe Associates Inc Active manager	+65K +7.1%	980K	$373M
Brevan Howard Capital Management LP Hedge fund	+62K New position	62K	$23.6M
Tudor Investment Corp Et Al Hedge fund	+61K New position	61K	$23.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−1.6M −36.5%	2.9M	$1.1B
Invesco Ltd.	−1.5M −41.5%	2.1M	$818M
Citadel Advisors LLC Hedge fund	−547K −92.6%	44K	$16.6M
UBS Group AG	−419K −51.8%	390K	$148M
Artisan Partners Limited Partnership Active manager	−419K −40.0%	628K	$239M
Wellington Management Group LLP Active manager	−342K −22.1%	1.2M	$459M
Nomura Asset Management International Inc.	−328K −51.6%	307K	$117M
Barclays PLC	−267K −36.4%	467K	$178M
Dimensional Fund Advisors LP	−243K −45.9%	286K	$109M
Alliancebernstein L.P. Active manager	−220K −27.8%	570K	$126M
Gw&K Investment Management, LLC	−204K −24.4%	635K	$241M
Stephens Investment Management Group LLC	−199K −38.7%	316K	$120M
Whale Rock Capital Management LLC Hedge fund	−186K −15.8%	989K	$376M
Polar Capital Holdings PLC Active manager	−180K −19.4%	751K	$285M
Morgan Stanley	−175K −31.5%	380K	$145M
Manufacturers Life Insurance Company, The	−163K −53.2%	143K	$54.5M
Analog Century Management LP Hedge fund	−140K −32.1%	296K	$113M
E20 Capital Ltd	−137K Sold out	0	—
Capital Research Global Investors Active manager	−137K −11.2%	1.1M	$413M
New York State Common Retirement Fund	−134K −55.2%	109K	$41.4M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−1.6M −36.5%	2.9M	$1.1B
Citadel Advisors LLC Hedge fund	−547K −92.6%	44K	$16.6M
Artisan Partners Limited Partnership Active manager	−419K −40.0%	628K	$239M
Wellington Management Group LLP Active manager	−342K −22.1%	1.2M	$459M
Alliancebernstein L.P. Active manager	−220K −27.8%	570K	$126M
Whale Rock Capital Management LLC Hedge fund	−186K −15.8%	989K	$376M
Polar Capital Holdings PLC Active manager	−180K −19.4%	751K	$285M
Analog Century Management LP Hedge fund	−140K −32.1%	296K	$113M
Capital Research Global Investors Active manager	−137K −11.2%	1.1M	$413M
Loomis Sayles & Co L P Active manager	−116K −35.9%	207K	$78.6M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Qube Research & Technologies LtdHedge fund	791K	$301M
Clearbridge Investments, LLCActive manager	441K	$168M
Evergreen Quality Fund Gp, Ltd.	397K	$151M
Allspring Global Investments Holdings, LLC	362K	$127M
CIBC Bancorp Usa Inc.	115K	$43.7M
Panview Capital Ltd	98K	$37.3M
Brevan Howard Capital Management LPHedge fund	62K	$23.6M
Tudor Investment Corp Et AlHedge fund	61K	$23.2M
ING Groep NV	52K	$19.7M
Caisse De Depot Et Placement Du Quebec	49K	$18.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
E20 Capital Ltd	137K	$30.4M
Fenghe Fund Management Pte. Ltd.	111K	$24.5M
Cloudalpha Capital Management Limited/Hong Kong	77K	$17.1M
Thornburg Investment Management IncActive manager	75K	$16.6M
Trivest Advisors Ltd	64K	$14.3M
Freemont Management S.A.	52K	$11.5M
Cinctive Capital Management LPHedge fund	44K	$9.8M
Bridge City Capital, LLC	28K	$6.3M
Polar Asset Management Partners Inc.	28K	$6.2M
Jain Global LLCHedge fund	27K	$5.9M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 653
Ten largest holders: 52.9%
Index fund managers: 30.5%
Active managers and hedge funds: 38.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	37	41	19	5	−2.1M	−6.8%
Index fund managers	11	1	0	0	+1.4M	+6.8%
Other institutions	341	186	160	35	−1.1M	−5.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Macom Technology Solutions Holdings.

Only managers that filed a holdings report for both quarters are compared (684 here). 15 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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