MTSI
MACOM Technology Solutions Holdings, Inc.
+12.85 (+5.10%)264.60USD486K成交股數20.2B市值83.0本益比(近四季)17.4股價營收比+35.8%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 21 · 3.5M · 3 |
| 其中 10b5-1 計畫賣出 | 21 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 31.2M |
| 近 180 天 淨額 | −31.2M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-28 | 09-01 | Dennehy Robert | Senior VP and COO | S 公開市場賣出(10b5-1) | 252 | 275.20 | 69K | 12.8K | SEC |
| 2026-08-17 | 08-19 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 1.6K | 320.57 | 510K | 39.4K | SEC |
| 2026-08-17 | 08-19 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 300 | 329.75 | 99K | 34.0K | SEC |
| 2026-08-17 | 08-19 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 1.6K | 328.78 | 526K | 34.3K | SEC |
| 2026-08-17 | 08-19 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 400 | 323.97 | 130K | 39.0K | SEC |
| 2026-08-17 | 08-19 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 900 | 325.26 | 293K | 38.1K | SEC |
| 2026-08-17 | 08-19 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 500 | 326.51 | 163K | 37.6K | SEC |
| 2026-08-17 | 08-19 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 400 | 330.67 | 132K | 33.6K | SEC |
| 2026-08-17 | 08-19 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 1.7K | 327.78 | 557K | 35.9K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 369.99 | 37K | 32.2K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 200 | 375.34 | 75K | 32.0K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 300 | 382.91 | 115K | 31.2K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 367.30 | 37K | 32.3K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 291 | 389.74 | 113K | 29.9K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 400 | 388.65 | 155K | 30.1K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 391.94 | 39K | 29.8K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 9 | 384.35 | 3K | 31.1K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 200 | 387.25 | 77K | 30.5K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 400 | 386.62 | 155K | 30.7K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 379.80 | 38K | 31.9K | SEC |
| 2026-06-25 | 06-29 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 420 | 382.04 | 160K | 31.5K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 2.8K | 364.89 | 1.0M | 41.9K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 2.1K | 363.87 | 755K | 44.7K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 400 | 378.86 | 152K | 39.8K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 904 | 362.02 | 327K | 49.2K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 2.4K | 362.94 | 882K | 46.8K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 400 | 360.49 | 144K | 50.1K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 600 | 367.95 | 221K | 41.0K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 300 | 366.46 | 110K | 41.6K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 2.2K | 359.37 | 791K | 50.5K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 1.5K | 358.44 | 538K | 52.7K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 400 | 391.07 | 156K | 38.4K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 551 | 388.38 | 214K | 38.9K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 100 | 382.60 | 38K | 39.6K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 100 | 386.46 | 39K | 39.5K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 300 | 374.09 | 112K | 40.4K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 100 | 380.98 | 38K | 39.7K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 149 | 389.40 | 58K | 38.8K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 200 | 375.10 | 75K | 40.2K | SEC |
| 2026-05-29 | 06-02 | Daly Stephen G | President and CEO | S 公開市場賣出(10b5-1) | 300 | 369.38 | 111K | 40.7K | SEC |
| 2026-05-19 | 05-21 | Shanmugaraj Murugesan | Director | G 贈與 | 1.4K | – | – | 5.2K | SEC |
| 2026-05-19 | 05-20 | BLAND CHARLES R | Director | G 贈與 | 300 | – | – | 13.6K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 741 | 359.01 | 266K | 43.9K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 800 | 357.59 | 286K | 44.7K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 1.1K | 356.47 | 408K | 45.5K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 800 | 353.81 | 283K | 47.3K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 500 | 352.79 | 176K | 48.1K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 300 | 358.84 | 108K | 33.6K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 377.70 | 38K | 32.5K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 369.06 | 37K | 32.6K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 200 | 367.50 | 74K | 32.7K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 364.93 | 36K | 32.9K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 362.89 | 36K | 33.0K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 95 | 381.23 | 36K | 32.4K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 500 | 360.38 | 180K | 33.1K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 500 | 356.68 | 178K | 33.9K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 300 | 355.06 | 107K | 34.4K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 700 | 354.83 | 248K | 46.6K | SEC |
| 2026-05-18 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 300 | 353.32 | 106K | 34.7K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 363 | 362.96 | 132K | 42.5K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 200 | 377.70 | 76K | 41.0K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 759 | 360.33 | 273K | 43.2K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 300 | 361.61 | 108K | 42.9K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 400 | 365.68 | 146K | 41.6K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 537 | 364.55 | 196K | 42.0K | SEC |
| 2026-05-18 | 05-20 | BLAND CHARLES R | Director | G 贈與 | 400 | – | – | 13.9K | SEC |
| 2026-05-18 | 05-20 | Kober John | Senior VP and CFO | S 公開市場賣出(10b5-1) | 400 | 367.79 | 147K | 41.2K | SEC |
| 2026-05-15 | 05-20 | Kober John | Senior VP and CFO | A 獲配股票 | 108 | 138.13 | 15K | 48.6K | SEC |
| 2026-05-15 | 05-20 | Hwang Donghyun Thomas | SVP, Global Sales | A 獲配股票 | 85 | 138.13 | 12K | 35.0K | SEC |
| 2026-05-15 | 05-20 | Dennehy Robert | Senior VP and COO | A 獲配股票 | 146 | 138.13 | 20K | 13.0K | SEC |
| 2026-05-14 | 05-18 | CHUNG PETER Y | Director | S 公開市場賣出 | 43.3K | 378.20 | 16.4M | 6.8K | SEC |
| 2026-05-13 | 05-15 | BLAND CHARLES R | Director | S 公開市場賣出 | 800 | 380.00 | 304K | 14.3K | SEC |
| 2026-05-11 | 05-13 | RIBAR GEOFFREY G | Director | S 公開市場賣出 | 1.6K | 361.84 | 587K | 12.6K | SEC |
| 2026-04-30 | 05-04 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 635 | 279.75 | 178K | 35.2K | SEC |
| 2026-04-30 | 05-04 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 700 | 278.42 | 195K | 35.8K | SEC |
| 2026-04-30 | 05-04 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 200 | 276.81 | 55K | 36.5K | SEC |
| 2026-04-30 | 05-04 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 275.73 | 28K | 36.7K | SEC |
| 2026-04-30 | 05-04 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 1.5K | 274.79 | 417K | 36.8K | SEC |
| 2026-04-30 | 05-04 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 200 | 273.48 | 55K | 38.3K | SEC |
| 2026-04-30 | 05-04 | Hwang Donghyun Thomas | SVP, Global Sales | S 公開市場賣出(10b5-1) | 100 | 271.40 | 27K | 38.5K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| FMR LLC | 10.5M | 4.0B | 新進 | 新進 |
| BlackRock, Inc. | 9.5M | 3.6B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | 1.4B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | 1.2B | 新進 | 新進 |
| STATE STREET CORP | 2.3M | 860M | 新進 | 新進 |
| Invesco Ltd. | 2.1M | 818M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 2.1M | 793M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4M | 536M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.2M | 459M | 新進 | 新進 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2M | 444M | 新進 | 新進 |
| Capital Research Global Investors | 1.1M | 413M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 997K | 379M | 新進 | 新進 |
| Whale Rock Capital Management LLC | 989K | 376M | 新進 | 新進 |
| NEUBERGER BERMAN GROUP LLC | 827K | 314M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 812K | 309M | 新進 | 新進 |
| FRANKLIN RESOURCES INC | 799K | 304M | 新進 | 新進 |
| Qube Research & Technologies Ltd | 791K | 301M | 新進 | 新進 |
| Polar Capital Holdings Plc | 751K | 285M | 新進 | 新進 |
| Jupiter Topco LLC | 675K | 257M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 667K | 254M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 651K | 248M | 新進 | 新進 |
| Rafferty Asset Management, LLC | 633K | 241M | 新進 | 新進 |
| Artisan Partners Limited Partnership | 628K | 239M | 新進 | 新進 |
| RAYMOND JAMES FINANCIAL INC | 628K | 239M | 新進 | 新進 |
| NORTHERN TRUST CORP | 559K | 213M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 657 +141 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 657 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 73.3M · 95.9% |
| 合計季末市值 | 25.5B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 3.0M |
|---|---|
| 與上期比 | +22.0% |
| 佔流通股數 | 3.88% |
| 日均成交量 | 1.2M |
| 回補天數 | 2.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 3.0M | +22.0% | 3.88% | 1.2M | 2.4 |
| 2026-08-14 | 2.4M | -3.2% | 3.18% | 1.5M | 1.7 |
| 2026-07-31 | 2.5M | +22.7% | 3.29% | 1.4M | 1.7 |
| 2026-07-15 | 2.0M | -26.0% | 2.68% | 1.7M | 1.2 |
| 2026-06-30 | 2.8M | -5.4% | 3.62% | 2.0M | 1.4 |
| 2026-06-15 | 2.9M | +25.4% | 3.83% | 1.8M | 1.7 |
| 2026-05-29 | 2.3M | -20.9% | 3.05% | 1.5M | 1.5 |
| 2026-05-15 | 2.9M | +3.6% | 3.86% | 1.6M | 1.8 |
| 2026-04-30 | 2.8M | -7.6% | 3.73% | 986K | 2.9 |
| 2026-04-15 | 3.1M | -5.1% | 4.03% | 927K | 3.3 |
| 2026-03-31 | 3.2M | +7.1% | 4.25% | 1.2M | 2.7 |
| 2026-03-13 | 3.0M | -4.2% | 3.97% | 1.3M | 2.3 |
| 2026-02-27 | 3.2M | -2.3% | 4.15% | 912K | 3.5 |
| 2026-02-13 | 3.2M | -7.0% | 4.24% | 1.7M | 1.9 |
| 2026-01-30 | 3.5M | +2.5% | 4.56% | 1.1M | 3.1 |
| 2026-01-15 | 3.4M | +20.8% | 4.45% | 1.9M | 1.8 |
| 2025-12-31 | 2.8M | +5.2% | 3.68% | 852K | 3.3 |
| 2025-12-15 | 2.7M | +6.1% | 3.50% | 1.3M | 2.1 |
| 2025-11-28 | 2.5M | -4.3% | 3.30% | 930K | 2.7 |
| 2025-11-14 | 2.6M | -22.6% | 3.45% | 1.2M | 2.1 |
| 2025-10-31 | 3.4M | +6.8% | 4.46% | 850K | 4.0 |
| 2025-10-15 | 3.2M | -2.6% | 4.18% | 973K | 3.3 |
| 2025-09-30 | 3.3M | +18.1% | 4.29% | 1.5M | 2.2 |
| 2025-09-15 | 2.8M | +10.3% | 3.63% | 767K | 3.6 |
| 2025-08-29 | 2.5M | +7.7% | 3.29% | 707K | 3.6 |
| 2025-08-15 | 2.3M | +1.0% | 3.06% | 1.0M | 2.3 |