Back to Whale Rock Capital Management LLC

MTSI
2 quarters

Position history for Whale Rock Capital Management LLC's holdings in MACOM TECH SOLUTIONS HLDGS I

Whale Rock Capital Management LLC holds 1.2M shares of MTSI (MACOM TECH SOLUTIONS HLDGS I), worth $260.9M as of 2026-Q1. The position was increased (+50.0% shares). MTSI represents 3.4% of Whale Rock Capital Management LLC's portfolio.

Current Value

$260.9M

Current Shares

1.2M

Total Value Change

+$126.8M

Total Shares Change

+391,686

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.2M
+50.0%
$260.9M3.4%$241.01
79
2025-Q4
New
783,305
-
$134.2M1.7%$174.87
70

Other major holders of MTSI: FMR LLC, BlackRock, Inc., VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used