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MTSI·MACOM TECHNOLOGY SOLUTIONS H
borderline · AI 关联数据实时读取 · 截至 2026-08-26
持有机构数
28 / 100
追踪的 100 位投资人中 28 位持有 MTSI
合计仓位 $
$2.38B
13F 长仓 + 期间 13G/D 大宗申报去重合计
占全站 AI 敞口
0.1%
占 100 位投资人 AI 敞口总和的比例
最新一期动向 · 2026-Q2
建仓 NEW
Holocene Advisors
Hudson Bay Capital AI 持仓组合
淡马锡
CDPQ AI 持仓组合
Maverick Capital
DSM Capital AI 持仓组合
Evergreen Quality AI 持仓组合
Himension AI 持仓组合+$182M
Holocene AdvisorsHudson Bay Capital AI 持仓组合淡马锡CDPQ AI 持仓组合Maverick CapitalDSM Capital AI 持仓组合Evergreen Quality AI 持仓组合Himension AI 持仓组合加仓 ADD
Norges Bank
T. Rowe Price
Polen Capital
Adage Capital
AQR Capital
Two Sigma AI 持仓组合
CPP Investments AI 持仓组合
Millennium+$624M
Norges BankT. Rowe PricePolen CapitalAdage CapitalAQR CapitalTwo Sigma AI 持仓组合CPP Investments AI 持仓组合Millennium减仓 TRIM
桥水
Balyasny
Jennison Associates AI 持仓组合
Marshall Wace
Citadel
Schonfeld AI 持仓组合
Wellington Management AI 持仓组合
Analog Century AI 持仓组合
Whale Rock Capital
Point72+$142M
桥水BalyasnyJennison Associates AI 持仓组合Marshall WaceCitadelSchonfeld AI 持仓组合Wellington Management AI 持仓组合Analog Century AI 持仓组合Whale Rock CapitalPoint72清仓 EXIT
本季无清仓 EXIT
—持有机构明细
默认按仓位 $ 降序 · 点表头切换排序| 投资人 | 仓位 $↓ | 占其 AI 敞口 | 最新 13F 行动 | 建仓季 |
|---|---|---|---|---|
Wellington Management Wellington Management Group LLP | $459M | 0.2% | TRIM2026-Q2 | 早于 2020-Q1 |
Norges Bank Investment Management Norges Bank | $379M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $376M | 4.1% | TRIM2026-Q2 | 早于 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $373M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $164M | 0.7% | ADD2026-Q2 | 早于 2020-Q1 |
Evergreen Quality Fund Evergreen Quality Fund GP, Ltd. | $151M | 3.1% | NEW2026-Q2 | 早于 2020-Q1 |
Analog Century Management Analog Century Management LP | $113M | 6.2% | TRIM2026-Q2 | 早于 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $103M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Cliff Asness / AQR Capital AQR Capital Management LLC | $88M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Adage Capital Partners Adage Capital Partners GP, L.L.C. | $30M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Steve Cohen / Point72 Point72 Asset Management, L.P. | $26M | 0.2% | TRIM2026-Q2 | 早于 2020-Q1 |
John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $20M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $19M | 0.1% | NEW2026-Q2 | 早于 2020-Q1 |
 Marsico Capital Management Marsico Capital Management, LLC | $17M | 0.8% | HOLD2026-Q2 | 早于 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $17M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $15M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $9M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Temasek Holdings Temasek Holdings (Private) Ltd | $8M | 0.1% | NEW2026-Q2 | 早于 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $4M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Ray Dalio / Bridgewater Bridgewater Associates, LP | $2M | 0.0% | TRIM2026-Q1 | 早于 2020-Q1 |
 Man Group plc Man Group plc | $2M | 0.0% | HOLD2026-Q2 | 早于 2020-Q1 |
Himension Capital Himension Capital (Singapore) Pte. Ltd. | $1M | 0.1% | NEW2026-Q2 | 早于 2020-Q1 |
Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $1M | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Polen Capital Management Polen Capital Management, LLC | $778998 | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
Lee Ainslie / Maverick Capital Maverick Capital, Ltd. | $681623 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Brandon Haley / Holocene Advisors Holocene Advisors LP | $563328 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $418407 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
DSM Capital Partners DSM Capital Partners LLC | $306959 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
仓位动作明细
共 129 条 · 按时间倒序| 时间 | 投资人 | 动作 | Δ $ | Δ 股数 |
|---|---|---|---|---|
| 2026-Q2 | 加仓 | +$15M | +10.0K | |
| 2026-Q2 | 减仓 | −$16M | −140.1K | |
| 2026-Q2 | 加仓 | +$42M | +21.9K | |
| 2026-Q2 | 减仓 | −$12M | −72.4K | |
| 2026-Q2 | 清仓 | −$2M | −10.7K | |
| 2026-Q2 | 建仓 | +$19M | +49.4K | |
| 2026-Q2 | 减仓 | −$115M | −546.9K | |
| 2026-Q2 | 加仓 | +$14M | +35.3K | |
| 2026-Q2 | 清仓 | −$0 | +0 | |
| 2026-Q2 | 建仓 | +$307K | +807 | |
| 2026-Q2 | 建仓 | +$151M | +396.6K | |
| 2026-Q2 | 建仓 | +$1M | +3.4K | |
| 2026-Q2 | 建仓 | +$563K | +1.5K | |
| 2026-Q2 | 建仓 | +$1M | +2.9K | |
| 2026-Q2 | 减仓 | −$36M | −30.1K | |
| 2026-Q2 | 减仓 | −$882K | −78 | |
| 2026-Q2 | 减仓 | −$5M | −23.9K | |
| 2026-Q2 | 建仓 | +$682K | +1.8K | |
| 2026-Q2 | 加仓 | +$89M | +95.2K | |
| 2026-Q2 | 加仓 | +$282M | +428.1K | |
| 2026-Q2 | 减仓 | −$2M | −58.3K | |
| 2026-Q2 | 加仓 | +$543K | +985 | |
| 2026-Q2 | 减仓 | −$5M | −30.8K | |
| 2026-Q2 | 加仓 | +$170M | +65.3K | |
| 2026-Q2 | 建仓 | +$8M | +21.3K | |
| 2026-Q2 | 清仓 | −$14M | −64.4K | |
| 2026-Q2 | 加仓 | +$11M | +13.6K | |
| 2026-Q2 | 减仓 | −$115M | −342.3K | |
| 2026-Q2 | 减仓 | −$115M | −186.2K | |
| 2026-Q1 | 减仓 | −$19M | −132.4K | |
| 2026-Q1 | 减仓 | −$8M | −101.1K | |
| 2026-Q1 | 减仓 | −$1M | −36.5K | |
| 2026-Q1 | 减仓 | −$551K | −6.4K | |
| 2026-Q1 | 减仓 | −$6M | −52.9K | |
| 2026-Q1 | 加仓 | +$299K | +38 | |
| 2026-Q1 | 加仓 | +$5M | +22.4K | |
| 2026-Q1 | 加仓 | +$72M | +305.1K | |
| 2026-Q1 | 减仓 | −$67M | −425.9K | |
| 2026-Q1 | 建仓 | +$236K | +1.1K | |
| 2026-Q1 | 减仓 | −$128M | −1.02M | |
| 2026-Q1 | 加仓 | +$127M | +391.7K | |
| 2025-Q4 | 建仓 | +$35M | +202.5K | |
| 2025-Q4 | 加仓 | +$16M | +9.7K | |
| 2025-Q4 | 减仓 | −$1M | −59.9K | |
| 2025-Q4 | 减仓 | −$452K | −10.1K | |
| 2025-Q4 | 减仓 | −$26M | −241.9K | |
| 2025-Q4 | 加仓 | +$18M | +8.9K | |
| 2025-Q4 | 减仓 | −$66K | −2.7K | |
| 2025-Q4 | 减仓 | −$962K | −8.7K | |
| 2025-Q4 | 减仓 | −$17M | −226.5K | |
| 2025-Q4 | 减仓 | −$23M | −23.8K | |
| 2025-Q4 | 加仓 | +$107M | +136.3K | |
| 2025-Q4 | 建仓 | +$134M | +783.3K | |
| 2025-Q3 | 减仓 | −$6M | −4.8K | |
| 2025-Q3 | 建仓 | +$24M | +191.6K | |
| 2025-Q3 | 建仓 | +$3M | +27.2K | |
| 2025-Q3 | 加仓 | +$4M | +17.2K | |
| 2025-Q3 | 减仓 | −$41M | −244.0K | |
| 2025-Q3 | 加仓 | +$109K | +1.9K | |
| 2025-Q3 | 加仓 | +$860K | +7.5K | |
| 2025-Q3 | 减仓 | −$76M | −453.3K | |
| 2025-Q3 | 减仓 | −$100M | −463.4K | |
| 2025-Q2 | 加仓 | +$21M | +61.1K | |
| 2025-Q2 | 加仓 | +$20M | +67.9K | |
| 2025-Q2 | 减仓 | −$21M | −42.7K | |
| 2025-Q2 | 加仓 | +$324K | +433 | |
| 2025-Q2 | 建仓 | +$544K | +3.8K | |
| 2025-Q2 | 加仓 | +$37M | +24.8K | |
| 2025-Q2 | 减仓 | −$131M | −1.75M | |
| 2025-Q2 | 减仓 | −$4M | −924.2K | |
| 2025-Q1 | 加仓 | +$23M | +243.3K | |
| 2025-Q1 | 加仓 | +$4M | +86.6K | |
| 2025-Q1 | 加仓 | +$6M | +97.9K | |
| 2025-Q1 | 减仓 | −$1M | −9.9K | |
| 2025-Q1 | 加仓 | +$6M | +132.8K | |
| 2025-Q1 | 加仓 | +$22M | +803.0K | |
| 2025-Q1 | 减仓 | −$200M | −812.2K | |
| 2024-Q4 | 加仓 | +$149K | +648 | |
| 2024-Q4 | 建仓 | +$18M | +141.3K | |
| 2024-Q4 | 加仓 | +$8M | +44.4K | |
| 2024-Q4 | 加仓 | +$10M | +2.6K | |
| 2024-Q4 | 减仓 | −$184K | −1.0K | |
| 2024-Q4 | 建仓 | +$387K | +3.0K | |
| 2024-Q4 | 减仓 | −$11M | −9.0K | |
| 2024-Q4 | 减仓 | −$28M | −582.9K | |
| 2024-Q4 | 加仓 | +$199M | +1.12M | |
| 2024-Q3 | 减仓 | −$1M | −12.2K | |
| 2024-Q3 | 加仓 | +$4M | +33.6K | |
| 2024-Q3 | 加仓 | +$8M | +71.1K | |
| 2024-Q3 | 减仓 | −$814K | −7.3K | |
| 2024-Q3 | 加仓 | +$4M | +39.8K | |
| 2024-Q3 | 加仓 | +$180M | +1.62M | |
| 2024-Q3 | 加仓 | +$28M | +257.3K | |
| 2024-Q2 | 加仓 | +$327K | +629 | |
| 2024-Q2 | 清仓 | −$7M | −76.5K | |
| 2024-Q2 | 加仓 | +$1M | +1.4K | |
| 2024-Q2 | 加仓 | +$20M | +137.3K | |
| 2024-Q2 | 加仓 | +$1M | +9.7K | |
| 2024-Q2 | 减仓 | −$1M | −12.6K | |
| 2024-Q2 | 加仓 | +$13M | +33.4K | |
| 2024-Q2 | 减仓 | −$77K | −153.6K | |
| 2024-Q2 | 加仓 | +$159M | +1.23M | |
| 2024-Q1 | 加仓 | +$43K | +225 | |
| 2024-Q1 | 建仓 | +$7M | +76.5K | |
| 2024-Q1 | 减仓 | −$10M | −105.0K | |
| 2024-Q1 | 减仓 | −$29K | −9.6K | |
| 2024-Q1 | 建仓 | +$2M | +17.1K | |
| 2024-Q1 | 加仓 | +$11M | +97.3K | |
| 2024-Q1 | 建仓 | +$104M | +1.09M | |
| 2024-Q1 | 加仓 | +$18M | +154.1K | |
| 2023-Q4 | 减仓 | −$46K | −2.6K | |
| 2023-Q4 | 建仓 | +$2M | +20.1K | |
| 2023-Q4 | 减仓 | −$12M | −171.0K | |
| 2023-Q4 | 清仓 | −$1M | −15.6K | |
| 2023-Q4 | 减仓 | −$2M | −74.1K | |
| 2023-Q4 | 减仓 | −$3M | −39.5K | |
| 2023-Q4 | 减仓 | −$87K | −3.1K | |
| 2023-Q4 | 加仓 | +$109M | +1.16M | |
| 2023-Q3 | 减仓 | −$184K | −1.7K | |
| 2023-Q3 | 减仓 | −$7M | −197.4K | |
| 2023-Q3 | 减仓 | −$105K | −5.4K | |
| 2023-Q3 | 减仓 | −$6M | −3.9K | |
| 2023-Q3 | 减仓 | −$103K | −11.7K | |
| 2023-Q3 | 建仓 | +$3M | +33.2K | |
| 2023-Q3 | 加仓 | +$8M | +75.8K | |
| 2023-Q3 | 减仓 | −$1M | −40.1K | |
| 2023-Q2 | 加仓 | +$2M | +7.0K | |
| 2023-Q2 | 加仓 | +$717K | +40.8K | |
| 2023-Q2 | 加仓 | +$849K | +16.9K |
