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Which funds own MTSI

Macom Tech Solutions HLDGS I in the Q2 2026 filings. At least 12 of the 91 current managers on file reported a position, worth $6.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 12; at least, of 91 current
Combined value: $6.1bn; as reported
Opened: 3; new this quarter
Added to: 3; already held
Trimmed or sold out: 7; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Fidelity (FMR LLC) Long-only · $2304bn book	$4.0bn	0.2%	10,527,144	+$1.6bn-83,296	Trimmed
MFS Investment Management Long-only · $315bn book	$444m	0.1%	1,166,242	+$260m+337,794	Added
Capital Research Global Investors Long-only · $717bn book	$413m	0.1%	1,086,149	+$142m-136,523	Trimmed
Whale Rock Capital Management LLC Long/short equity · $12.5bn book	$376m	3.0%	988,785	+$115m-186,206	Trimmed
Neuberger Berman Group LLC Long-only · $150bn book	$314m	0.2%	826,969	+$139m+38,150	Added
Janus Henderson Group Ltd Long-only · $245bn book	$257m	0.1%	674,790	+$83m-109,328	Trimmed
Artisan Partners LP Long-only · $63.1bn book	$239m	0.4%	627,850	+$6.3m-419,309	Trimmed
Brevan Howard Capital Management LP Macro · $13.5bn book	$24m	0.2%	61,932	opened61,932	New
Discovery Capital Management LLC Macro · $2.4bn book	$10m	0.4%	26,900	opened26,900	New
Caxton Associates LLP Macro · $5.3bn book	$2.7m	0.1%	7,018	-$700k-8,327	Trimmed
Polen Capital Management LLC Long-only · $11.6bn book	$800k	0.0%	2,048	+$500k+985	Added
Maverick Capital Ltd Long/short equity · $11.3bn book	$700k	0.0%	1,792	opened1,792	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Bridgewater Associates LP · Macro$2.4m held before

Ownership through time

At least 23 of the 95 managers whose filings are on file listed MTSI in Q2 2026, against 1 in Q2 2013. 5 managers more than in Q1 2026: 4 started positions; 2 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

MFS Investment Management828,448 to 1,166,242 shares+$128m
T. Rowe Price Associates Inc914,850 to 980,134 shares+$25m
Brevan Howard Capital Management LPnew: 61,932 shares+$24m
Tudor Investment Corpnew: 60,937 shares+$23m
Neuberger Berman Group LLC788,819 to 826,969 shares+$15m

Largest decreases, by shares

Invesco Ltd3,673,815 to 2,149,581 shares-$580m
Artisan Partners LP1,047,159 to 627,850 shares-$159m
Wellington Management Group LLP1,548,035 to 1,205,711 shares-$130m
Whale Rock Capital Management LLC1,174,991 to 988,785 shares-$71m
Capital Research Global Investors1,222,672 to 1,086,149 shares-$52m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q3 2023	$4.0bn	$4.0bn
Invesco Ltd	Q4 2023	$818m	$818m
Wellington Management Group LLP	Q1 2016	$459m	$459m
MFS Investment Management	Q2 2017	$444m	$444m
Capital Research Global Investors	Q2 2013	$413m	$413m
Whale Rock Capital Management LLC	Q1 2015	$376m	$376m
T. Rowe Price Associates Inc	Q3 2022	$519m	$373m
Neuberger Berman Group LLC	Q1 2016	$314m	$314m
Janus Henderson Group Ltd	Q1 2023	$257m	$257m
Artisan Partners LP	Q3 2022	$353m	$239m
Millennium Management LLC	Q2 2024	$164m	$164m
AllianceBernstein LP	Q3 2020	$312m	$126m
Arrowstreet Capital LP	Q2 2026	$122m	$122m
Squarepoint Ops LLC	Q1 2026	$52m	$52m
Brevan Howard Capital Management LP	Q2 2026	$24m	$24m
Point72 Asset Management LP	Q1 2022	$284m	last listed Q4 2025
Citadel Advisors LLC	Q2 2025	$199m	last listed Q2 2025
D. E. Shaw & Co.	Q2 2019	$100m	last listed Q2 2022
Schonfeld Strategic Advisors LLC	Q2 2020	$22m	last listed Q1 2026
Balyasny Asset Management LLC	Q2 2014	$16m	last listed Q3 2015
Voloridge Investment Management LLC	Q4 2016	$15m	last listed Q2 2025
Marshall Wace LLP	Q2 2016	$15m	last listed Q3 2016
Two Sigma Advisers LP	Q4 2020	$14m	last listed Q4 2020
Rokos Capital Management LLP	Q2 2025	$10m	last listed Q2 2025
Bridgewater Associates LP	Q1 2024	$7.3m	last listed Q1 2024

What MTSI is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around MTSI →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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