Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
High 276.07 at 5:15 pm ET, low 268.20 at 8:15 am ET.
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, the Asia Pacific, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless basestations, high-capacity optical networks, radar, and medical systems and test and measurement. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.
the bull case· 4
4
disclosed supplier and customer ties named in SEC filings
sec filingsedgar5
funds on file reporting a position in the company
n-portas of Jun 30 '26655
managers reporting a position in thirteen F filings
13fJun 30 '2641
managers whose positions together make up four fifths of reported value
13fJun 30 '26the bear case· 3
7 of 20
largest reporting managers cut their stake in the latest quarter
13fJun 30 '26−1.78%
change in shares held by the ten largest reporting managers
13fJun 30 '261.17%
share of iShares Semiconductor ETF assets the largest fund weight on file
n-portJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 16 '26 report. Not a forecast, not advice.
MACOM Technology Solutions Holdings, Inc. has no measured co-movers clearing our correlation floor, so only its SEC classification is shown.
SIC 3674, Semiconductors & Related Devices, from each company's own filings. Largest first.
MACOM Technology Solutions Holdings, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
tall tick = annual report · 1 on record
MTSI (MACOM Technology Solutions Holdings, Inc.) has 3 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
656 managers report a position worth $28.1B between them, and 41 of them hold 80% of it.