MTSI in the 13F filings

M/a-com Technology Solutions Holdings In · CUSIP 55405Y100

Sector · Semiconductors Theme · AI infrastructure and semiconductors· L3VLUP-defined Theme · Semiconductors

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 31; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 16 listed it in both
Shares listed: 25,307,241; combined, among listed positions
Reported value: $5.6bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,874,342.

Managers listing MTSI in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

31 of 31 holders

				Action		Filing
Fidelity (FMR LLC)	10,610,440	$2.4bn	0.12%	Added	+4,129,789	15 May 2026 (the filing on sec.gov)
Invesco Ltd	3,673,815	$816m	0.08%	Added	+249,245	12 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	1,548,035	$344m	0.06%	Added	+532,466	15 May 2026 (the filing on sec.gov)
Capital Research Global Investors	1,222,672	$272m	under 0.1%	Trimmed	-114,042	13 May 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC	1,174,991	$261m	3.37%	Added	+391,686	15 May 2026 (the filing on sec.gov)
Artisan Partners LP	1,047,159	$233m	0.37%	Trimmed	-199,564	13 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	914,850	$203m	under 0.1%	Trimmed	-1,019,834	15 May 2026 (the filing on sec.gov)
MFS Investment Management	828,448	$184m	0.06%	Added	+360,651	14 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	788,819	$175m	0.13%	Added	+123,396	27 Oct 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	784,118	$174m	0.08%	Added	+105,032	18 May 2026 (the filing on sec.gov)
AllianceBernstein LP	789,042	$135m	under 0.1%	Trimmed	-274,328	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	590,570	$131m	under 0.1%	Added	+457,447	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	335,214	$74m	under 0.1%	Trimmed	-267,726	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	212,219	$46m	under 0.1%	Trimmed	-101,131	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	172,153	$38m	under 0.1%	Added	+19,136	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	125,722	$28m	under 0.1%	Trimmed	-425,919	15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	95,261	$21m	under 0.1%	Trimmed	-36,480	15 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	85,035	$19m	under 0.1%	Added	+14,566	14 May 2026 (the filing on sec.gov)
Walleye Capital LLC	70,621	$16m	0.07%	Added	+14,373	13 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	40,552	$9.0m	0.06%	Trimmed	-17,757	15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	39,317	$8.7m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	37,232	$8.3m	under 0.1%	Added	+14,920	15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	30,719	$6.8m	0.05%	New	new	14 May 2026 (the filing on sec.gov)
Marshall Wace LLP	24,972	$5.5m	under 0.1%	Added	+22,396	15 May 2026 (the filing on sec.gov)
PDT Partners LLC	15,777	$3.5m	0.21%	Held	0	15 May 2026 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Fidelity (FMR LLC)existing position · 10,610,440 shares now+4,129,789
Wellington Management Group LLPexisting position · 1,548,035 shares now+532,466
Citadel Advisors LLCexisting position · 590,570 shares now+457,447
Whale Rock Capital Management LLCexisting position · 1,174,991 shares now+391,686
MFS Investment Managementexisting position · 828,448 shares now+360,651

Reductions

T. Rowe Price Associates Incexisting position · 914,850 shares now-1,019,834
Point72 Asset Management LPexisting position · 125,722 shares now-425,919
AllianceBernstein LPexisting position · 789,042 shares now-274,328
Millennium Management LLCexisting position · 335,214 shares now-267,726
Artisan Partners LPexisting position · 1,047,159 shares now-199,564

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

12 in Q3 2024 to 23 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

MTSI by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	1	$14m	n.a.	n.a.
Q3 2013	1	$16m	n.a.	n.a.
Q4 2013	1	$16m	n.a.	n.a.
Q1 2014	1	$23m	n.a.	n.a.
Q2 2014	2	$28m	n.a.	n.a.
Q3 2014	2	$33m	n.a.	n.a.
Q4 2014	1	$13m	n.a.	n.a.
Q1 2015	3	$41m	n.a.	n.a.
Q2 2015	2	$15m	n.a.	n.a.
Q3 2015	2	$18m	n.a.	n.a.
Q4 2015	2	$16m	n.a.	n.a.
Q1 2016	4	$192m	n.a.	n.a.
Q2 2016	3	$51m	n.a.	n.a.
Q3 2016	3	$158m	n.a.	n.a.
Q4 2016	3	$212m	n.a.	n.a.
Q1 2017	2	$268m	n.a.	n.a.
Q2 2017	6	$411m	n.a.	n.a.
Q3 2017	3	$327m	n.a.	n.a.
Q4 2017	4	$168m	n.a.	n.a.
Q1 2018	2	$98m	n.a.	n.a.
Q2 2018	2	$153m	n.a.	n.a.
Q3 2018	2	$92m	n.a.	n.a.
Q4 2018	2	$63m	n.a.	n.a.
Q1 2019	3	$51m	n.a.	n.a.
Q2 2019	5	$87m	n.a.	n.a.
Q3 2019	4	$174m	n.a.	n.a.
Q4 2019	4	$226m	n.a.	n.a.
Q1 2020	4	$148m	n.a.	n.a.
Q2 2020	6	$269m	n.a.	n.a.
Q3 2020	6	$285m	n.a.	n.a.
Q4 2020	7	$447m	n.a.	n.a.
Q1 2021	5	$401m	n.a.	n.a.
Q2 2021	7	$509m	n.a.	n.a.
Q3 2021	8	$558m	n.a.	n.a.
Q4 2021	8	$647m	n.a.	n.a.
Q1 2022	9	$495m	n.a.	n.a.
Q2 2022	10	$397m	n.a.	n.a.
Q3 2022	7	$460m	n.a.	n.a.
Q4 2022	6	$642m	n.a.	n.a.
Q1 2023	8	$742m	n.a.	n.a.
Q2 2023	5	$444m	n.a.	n.a.
Q3 2023	6	$1.0bn	n.a.	n.a.
Q4 2023	8	$1.4bn	2	5
Q1 2024	10	$1.7bn	7	2
Q2 2024	10	$2.3bn	4	6
Q3 2024	12	$2.4bn	7	4
Q4 2024	13	$2.9bn	6	7
Q1 2025	12	$2.1bn	8	5
Q2 2025	15	$3.1bn	9	5
Q3 2025	12	$2.3bn	6	7
Q4 2025	16	$3.5bn	15	15
Q1 2026	18	$5.2bn	19	14
Q2 2026	23	$8.2bn	18	20

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MTSI and NVDA →MTSI and AVGO →MTSI and MU →Choose a stock to compare with MTSI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MTSI, latest filings →Back to the 13F Explorer →

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