MACOM Launches New MACD-41804 Cable Driver
MACOM Technology Solutions announced the availability of its latest copper connectivity solution - the MACD-41804 Cable Driver with Equalizer, designed to enable low power, high density copper interconnects for next generation scale-up applications. MACOM's line of cable drivers and equalizers presents a compelling alternative to retimed architectures, offering significant advantages, including lower power consumption, reduced latency and lower overall system costs. The latest addition to the product line, the MACD-41804 Cable Driver with Equalizer, complements MACOM's existing portfolio of multi-channel equalizer devices and offers next generation performance and flexibility.
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Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $24.51 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 100,000 shares of its common stock on March 25, with a total market value of approximately $24.51 million.
Reduction in Holdings: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 918,430 shares since February 3, 2026, with a total value of approximately $226.48 million.
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $50.54 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan plans to sell 200,000 shares of its common stock on March 2, with a total market value of approximately $50.54 million.
Reduction in Holdings: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 1.02 million shares since December 2, 2025, valued at approximately $231.97 million.
Whale Rock's Investment Moves: New Stakes and Exits
- New Investments: Whale Rock has taken a new stake in Macom Technology Solutions (MTSI) with 783,000 shares valued at $134.1 million, and also added 1 million shares of Sandisk (SNDK) worth $238.2 million, indicating confidence in the semiconductor sector.
- Increased Alphabet Holdings: The fund increased its stake in Alphabet (GOOGL) from 1.17 million shares to 2.10 million shares, raising its value from $657.6 million to $657.6 million, reflecting optimism about the tech giant's future growth.
- Reduction Strategy: Whale Rock reduced its holdings in Celestica (CLS) from 2.99 million shares to 1.88 million shares, decreasing its value from $556.5 million to $556.5 million, indicating a cautious outlook on the company's future performance.
- Exit from Hinge Health: The fund has completely exited its investment in Hinge Health (HNGE), showing a reserved stance on the company's prospects, while also closing its position in Sea Ltd. (SE), possibly to reallocate its investment portfolio.
Aristotle Small Cap Fund Q4 Performance Highlights
- Small Cap Market Recovery: In Q4 2025, U.S. small-cap equities returned 1.96%, trailing the Russell 2000 Index's 2.19%, yet the positive macroeconomic backdrop fostered a risk-on environment that attracted investor interest.
- MACOM's Strong Performance: The Aristotle Small Cap Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) as a key contributor, benefiting from robust quarterly results that exceeded analyst expectations, showcasing its growth potential in the data center and 5G markets.
- Significant Revenue Growth: MACOM reported $271.6 million in revenue for Q1 FY2026, reflecting a 24.5% year-over-year increase, indicating strong performance and sustained demand in the semiconductor sector.
- Confidence in Future Prospects: While the Aristotle Fund acknowledges that some AI stocks may offer greater upside potential, it remains optimistic about MACOM, believing that its acquisition integration and domestic manufacturing capabilities will continue to enhance shareholder value.
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $4.87 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 19,877 shares of its common stock on February 13, with a total market value of approximately $4.87 million.
Reduction in Shareholding: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 600,000 shares since December 2, 2025, with a total value of approximately $126.67 million.
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $10.14 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 42,173 shares of its common stock on February 13, with a total market value of approximately $10.14 million.
Reduction in Shareholding: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 557.83K shares since December 2, 2025, with a total value of approximately $116.53 million.
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $24.51 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 100,000 shares of its common stock on March 25, with a total market value of approximately $24.51 million.
Reduction in Holdings: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 918,430 shares since February 3, 2026, with a total value of approximately $226.48 million.
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $50.54 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan plans to sell 200,000 shares of its common stock on March 2, with a total market value of approximately $50.54 million.
Reduction in Holdings: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 1.02 million shares since December 2, 2025, valued at approximately $231.97 million.
Whale Rock's Investment Moves: New Stakes and Exits
- New Investments: Whale Rock has taken a new stake in Macom Technology Solutions (MTSI) with 783,000 shares valued at $134.1 million, and also added 1 million shares of Sandisk (SNDK) worth $238.2 million, indicating confidence in the semiconductor sector.
- Increased Alphabet Holdings: The fund increased its stake in Alphabet (GOOGL) from 1.17 million shares to 2.10 million shares, raising its value from $657.6 million to $657.6 million, reflecting optimism about the tech giant's future growth.
- Reduction Strategy: Whale Rock reduced its holdings in Celestica (CLS) from 2.99 million shares to 1.88 million shares, decreasing its value from $556.5 million to $556.5 million, indicating a cautious outlook on the company's future performance.
- Exit from Hinge Health: The fund has completely exited its investment in Hinge Health (HNGE), showing a reserved stance on the company's prospects, while also closing its position in Sea Ltd. (SE), possibly to reallocate its investment portfolio.
Aristotle Small Cap Fund Q4 Performance Highlights
- Small Cap Market Recovery: In Q4 2025, U.S. small-cap equities returned 1.96%, trailing the Russell 2000 Index's 2.19%, yet the positive macroeconomic backdrop fostered a risk-on environment that attracted investor interest.
- MACOM's Strong Performance: The Aristotle Small Cap Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) as a key contributor, benefiting from robust quarterly results that exceeded analyst expectations, showcasing its growth potential in the data center and 5G markets.
- Significant Revenue Growth: MACOM reported $271.6 million in revenue for Q1 FY2026, reflecting a 24.5% year-over-year increase, indicating strong performance and sustained demand in the semiconductor sector.
- Confidence in Future Prospects: While the Aristotle Fund acknowledges that some AI stocks may offer greater upside potential, it remains optimistic about MACOM, believing that its acquisition integration and domestic manufacturing capabilities will continue to enhance shareholder value.
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $4.87 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 19,877 shares of its common stock on February 13, with a total market value of approximately $4.87 million.
Reduction in Shareholding: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 600,000 shares since December 2, 2025, with a total value of approximately $126.67 million.
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $10.14 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 42,173 shares of its common stock on February 13, with a total market value of approximately $10.14 million.
Reduction in Shareholding: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 557.83K shares since December 2, 2025, with a total value of approximately $116.53 million.
