What smart money is saying about MACOM Technology Solutions
2 funds in our archive have pitched MACOM Technology Solutions — most recently ClearBridge Investments SMID Cap Growth Strategy in June 2026.
MACOM Technology Solutions Holdings, Inc., along with its affiliated entities, specializes in the design and production of sophisticated analog semiconductor solutions. These critical components are integral to both wireless and wired connectivity systems, spanning the entire electromagnetic spectrum from radio frequency (RF) to lightwave, including microwave and millimeter wave bands. The company operates globally, with a significant presence in the United States, China, the broader Asia Pacific region, and other international markets. Their diverse product portfolio includes a range of standard and custom-engineered devices, such as integrated circuits, multi-chip modules, diodes, amplifiers, various types of switches (including limiters), as well as both passive and active discrete components, and complete subsystems. These essential semiconductor products serve as fundamental building blocks within a wide array of electronic systems, including wireless base stations, advanced optical networking infrastructure, radar systems, medical equipment, and precision test and measurement instruments. MACOM caters to a broad spectrum of key markets: Telecommunications: Their solutions underpin carrier infrastructure for long-haul and metropolitan networks, 5G deployments, and fiber-to-the-X/passive optical network (PON) solutions. Industrial and Defense: This sector encompasses applications like military and commercial radar, RF jamming technology, electronic countermeasures, and secure communication data links. This also extends to multi-market uses in industrial automation, medical devices, scientific research, and general test and measurement equipment. Data Centers: Providing vital components for this rapidly growing industry. Their products reach customers via a multi-channel sales approach, utilizing direct sales teams, dedicated applications engineering support, independent sales representatives, and a network of resellers and distributors. Established in 1950, MACOM maintains its corporate headquarters in Lowell, Massachusetts.
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Position history
Between Q4 2025 and Q2 2026, 8 fund letters reported a position in MACOM Technology Solutions — 1 opened or added to the position, 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 1 | 3 | 1 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 8 positions · 4 moves
- June 2026
“MACOM Technology Solutions (MTSI) , is a designer and manufacturer of high performance semiconductor products. The stock benefitted from strong earnings results and forward guidance featuring continued strong revenue and profitability, driven by accelerating demand across data‑center, industrial/defense, and telecom end markets. We maintain our position, as we believe the company’s meaningful exposure to growing demand from Data Center and 5G end market applications along with the integration of recent acquisitions and domestic manufacturing footprint should continue to drive shareholder value.”
Read the letterMACOM Technology Solutions - June 2026
“MACOM designs and manufactures high-performance semiconductors. The company has benefited from a favorable profit cycle across its data center, industrial, defense and telecom end markets, supported by strength in optical networking, satellite communications and defense systems. Shares rose after the company delivered better-than-expected revenue and issued stronger-than-expected guidance, driven by strength in data center hardware, industrial and defense demand. We harvested some capital as the company’s market capitalization moved beyond the parameters of our small-cap strategy, while maintaining our conviction in the franchise and its profit cycle.”
Read the letterMACOM Technology Solutions - June 2026
“Areas of particular interest include data center cooling, advanced semiconductor materials, process technologies and high-speed networking. These are reflected in holdings such as Entegris, Modine Manufacturing, MACOM Technology Solutions, Lattice Semiconductor and STMicroelectronics.”
Read the letterMACOM Technology Solutions - June 2026
“MACOM Technology Solutions, a provider of analog and mixed-signal semiconductors, rose 70% on strength across its defense and data-center end markets, and Lattice Semiconductor, a maker of low-power programmable logic devices, climbed 65%. We trimmed these names into strength.”
Read the letterMACOM Technology Solutions - June 2026
“Onto Innovation, a provider of semiconductor process control, inspection, and metrology equipment, advanced 85% on strong advanced-packaging demand. MACOM Technology Solutions, a provider of analog and mixed-signal semiconductor solutions for industrial and communications markets, rose 71% on continued strength across its defense and data center end markets. We trimmed the latter four names into strength.”
Read the letterMACOM Technology Solutions - New positionClearBridge Investments SMID Cap Growth StrategyJune 2026
“Portfolio Positioning In IT, we added Fabrinet and MACOM Technology Solutions to increase exposure to AI networking and data connectivity growth.”
Read the letterMACOM Technology Solutions - March 2026
“Conversely, shares of MACOM Technology Solutions, an analog semiconductor solutions provider, ascended 30% after the company reported another robust quarter and investors gained a deeper appreciation for its LEO satellite opportunity.”
Read the letterMACOM Technology Solutions - March 2026
“Similarly, shares of MACOM Technology Solutions, an analog semiconductor solutions provider, ascended 30% after the company reported another robust quarter and investors gained a deeper appreciation for its LEO satellite opportunity.”
Read the letterMACOM Technology Solutions
Also mentioned · 1
These funds discuss MACOM Technology Solutions — as a competitor, benchmark or comparable — without disclosing a position in it.
- March 2026
“MACOM Technology Solutions provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency, microwave, millimeter wave, and Lightwave spectrum.”
Read the letterMACOM Technology Solutions
Fund coverage · 2 theses
MACOM Technology Solutions uses compound semiconductor expertise to provide differentiated exposure to AI, defense and satellite communications.
Read the full thesis- Aristotle Small Mid Cap EquityDecember 2025
MACOM Technology Solutions is a high-performance semiconductor company with data center and 5G exposure, acquisitions, and domestic manufacturing expected to drive shareholder value.
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