MACOM Technology Solutions Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
—
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Fund move
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | FMRFMR | $4.0B | 14.27% | −0.79% | |
| 2 | BlackRockBlackRockindex-like | $3.6B | 12.90% | +11.05% | |
| 3 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $1.4B | 4.89% | +0.51% | |
| 4 | Vanguard Capital ManagementVanguardindex-like | $1.2B | 4.15% | +2.40% | |
| 5 | T. Rowe Price Investment ManagementT. Rowe Price | $1.1B | 3.86% | −36.47% | |
| 6 | State StreetState Streetindex-like | $860.5M | 3.07% | +5.09% | |
| 7 | InvescoInvesco | $817.6M | 2.91% | new | |
| 8 | JPMorgan ChaseJPMorgan Chase | $793.0M | 2.83% | new | |
| 9 | Geode Capital ManagementGeodeindex-like | $536.3M | 1.91% | +3.69% | |
| 10 | Wellington Management GroupWellington | $458.6M | 1.63% | −22.11% | |
| 11 | Massachusetts Financial ServicesMassachusetts Financial Services | $443.6M | 1.58% | +40.77% | |
| 12 | Capital Research Global InvestorsCapital Research Global Investors | $413.1M | 1.47% | −11.17% | |
| 13 | Norges BankNorges Bankindex-like | $379.1M | 1.35% | — | |
| 14 | Whale Rock Capital ManagementWhale Rock | $376.1M | 1.34% | −15.85% | |
| 15 | T. Rowe Price AssociatesT. Rowe Price | $372.8M | 1.33% | +7.14% | |
| 16 | Jane Street GroupJane Street | $341.3M | 1.22% | +1538.63% | |
| 17 | Neuberger Berman GroupNeuberger Berman | $314.4M | 1.12% | +4.84% | |
| 18 | Goldman Sachs GroupGoldman Sachs | $309.0M | 1.10% | +88.58% | |
| 19 | Franklin ResourcesFranklin Resources | $303.9M | 1.08% | +59.15% | |
| 20 | Qube Research & TechnologiesQube Research & Technologies | $300.8M | 1.07% | new | |
| 21 | Polar Capital HoldingsPolar Capital | $285.5M | 1.02% | −19.37% | |
| 22 | Jupiter TopcoJupiter Topco | $256.6M | 0.91% | — | |
| 23 | Charles Schwab Investment ManagementCharles Schwabindex-like | $253.6M | 0.90% | +0.88% | |
| 24 | Bank of AmericaBank of America | $247.7M | 0.88% | +35.49% | |
| 25 | GW&K Investment ManagementGW&K | $241.4M | 0.86% | −24.35% |
Fund move
No thesis.
656 managers report $28.1B of MACOM Technology Solutions on form 13F for the quarter ended Jun 30 '26. 41 of them hold 80% of it; FMR is largest at 14.27%.
MACOM Technology Solutions Holdings, Inc.
233.88
−18.54 · −7.35%
post 232.89 −0.42%
Expected move
Inputsstraddle ±14.2%
spot 234.39exp Nov 20ATM strike 230ATM straddle 39.05IV 88%