MACOM Technology Solutions Holdings, Inc. (MTSI)
NASDAQ · Semiconductors & Components · Semiconductors & Related Devices
- Price
- $275.84
- Day
- -1.38%
- Market cap
- $21.07B
- P/E
- 87.4
Close 2026-09-23.
The company
Overview We design, develop and manufacture differentiated semiconductor products and solutions for the Industrial and Defense (“I&D”), Data Center and Telecommunications (“Telecom”) industries for customers who demand high performance, quality and reliability. We are headquartered in Lowell, Massachusetts, with operational facilities throughout North America, Europe and Asia. We have more than 70 years of application expertise, combined with expertise in analog and mixed signal circuit design, compound semiconductor fabrication (including gallium arsenide (GaAs), gallium nitride (GaN), indium phosphide (InP) and specialized silicon), advanced packaging and back-end assembly and test. We offer a broad portfolio of thousands of standard and custom devices, which include integrated circuits (“ICs”), multi-chip modules (MCM), diodes, amplifiers, switches and switch limiters, passive and active components and radio frequency (RF) and optical subsystems, which make up dozens of product lines that service over 6,000 end customers in our three primary markets. Our products are electronic components that our customers generally incorporate into larger electronic systems, such as wireless basestations, high-capacity optical networks, data center networks, radar, medical systems, satellite networks and test and measurement applications.
From Item 1: Overview.
By geography
- United States — 44%
- China — 28%
- Other Countries — 16%
- Asia Pacific — 12%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- FMR LLC — $3.65B
- BlackRock, Inc. — $2.44B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $1.37B
- VANGUARD CAPITAL MANAGEMENT LLC — $1.17B
- STATE STREET CORP — $860.49M
- BlackRock, Inc. — $772M
- JPMORGAN CHASE & CO — $481.88M
- GEODE CAPITAL MANAGEMENT, LLC — $440.95M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Dennehy Robert (Senior VP and COO) sold 252 shares at $275.20 on 2026-08-28
- Kober John (Senior VP and CFO) sold 1,590 shares at $320.57 on 2026-08-17
- Kober John (Senior VP and CFO) sold 400 shares at $323.97 on 2026-08-17
- Kober John (Senior VP and CFO) sold 900 shares at $325.26 on 2026-08-17
- Kober John (Senior VP and CFO) sold 500 shares at $326.51 on 2026-08-17
- Kober John (Senior VP and CFO) sold 1,699 shares at $327.78 on 2026-08-17
Recent filings
- 4 — 2026-09-01
- 144 — 2026-08-28
- 4 — 2026-08-19
- SCHEDULE 13G/A — 2026-08-14
- SCHEDULE 13G/A — 2026-08-12
- 10-Q — 2026-08-06
- 8-K — 2026-08-06
- SCHEDULE 13G/A — 2026-07-08
- 4 — 2026-06-29
- 4 — 2026-06-02