$MTSI is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.20%, with an average of 0.38% of portfolio. Largest holder: Freemont Management S.A. at 2.20%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
MACOM TECH SOLUTIONS HLDGS I
13F holders
495
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 495 · Source: 13F-HR01
Roberts Capital Advisors, LLC
—
—
02
Atlantic Edge Private Wealth Management, LLC
—
—
03
Axa S.a.
—
—
04
State Street
—
—
05
Poplar Forest Capital LLC
—
—
06
Envestnet Asset Management Inc.
—
—
07
HBK Sorce Advisory LLC
—
—
08
Schroder Investment Management Group
—
—
09
Fernbridge Capital Management LP
—
—
10
Staley Capital Advisers Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
14 holders · Q1 202601
Freemont Management S.A.
2.20% NEW
α +20.1pts
02
Hel Ved Capital Management Ltd
1.84% NEW
α +36.9pts
03
Sandler Capital Management
0.79% NEW
α +12.8pts
04
New Age Alpha Advisors, LLC
0.17% held
α +10.8pts
05
RiverPark Advisors, LLC
0.13% NEW
α +21.5pts
06
Wellington Management Group LLP
0.06% held
α +10.5pts
07
Citigroup Inc.
0.04% held
α +26.3pts
08
Walkner Condon Financial Advisors LLC
0.04% held
α +23.7pts
09
Fulton Bank, N.a.
0.03% held
α +23.8pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
11
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
12
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
13
Quarry LP
0.00% held
α +10.6pts
14
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $MTSI in the recent window.
Congress trades · last 90 days
4 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $MTSI lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $MTSI — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:50 UTC.