Investors / Tickers / MTSI

MTSI·MACOM TECHNOLOGY SOLUTIONS H

borderline · AI-adjacentData as of 2026-07-05

Holder Count

1 / 24

1 of 24 tracked investors hold MTSI

Aggregate $

$261M

13F longs + subsequent 13G/D block filings, deduped

Share of AI Universe

0.1%

Share of aggregated AI exposure across 24 investors

Latest quarter · 2026-Q1

Comparing each investor's own latest 13F vs prior · most institutions have filed 2026-Q1

2026-Q1 0 new, 1 added, 0 trimmed, 0 exited, net +$127M

Cathie (ARK) uses a 90-day daily comparison; the ADD row includes her window result. A few institutions' latest 13F is still the prior quarter, flagged below.

New

No New this quarter

—

Added

Whale Rock Capital AI Portfolio

+$127M

Trimmed

No Trimmed this quarter

—

Exited

No Exited this quarter

—

Holders

Sorted by position $ desc by default; click headers to sort

Investor	Position $↓	% of AI Exposure	Latest 13F Action	Entry Quarter	Entry Price Range
Al Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC	$261M	4.8%	ADD2026-Q1	Before 2020-Q1	—

Holder Count: count of the 24 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.

Aggregate $: market value sum of the above positions.

Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 24 investors.

Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.

Entry Price Range: OHLC range of the quarter when the investor's holding first appeared in 13F; positions predating our coverage show "—".

Layers: chip · infra · model · app · enabler · autonomy · power.

Data live from source, as of 2026-07-05