MTSI

MACOM Technology Solutions Holdings, Inc.

Sector: technologySemiconductorsNASDAQMarket Cap: $18.27B

MACOM Technology Solutions Holdings, Inc. (MTSI) designs and manufactures analog RF, microwave, millimeterwave, and photonic semiconductor products, with a single political signal being former President Donald J. Trump's disclosed common stock holding valued under $1,001.

Govt Dependence

0/100

Regulatory Density

20/100

Lobbying Intensity

0/100

Political Signal

NEUTRAL

BusinessWhat MTSI does

MTSI is a semiconductor company focused on high-performance analog RF, microwave, millimeterwave, and photonic solutions for applications in aerospace, defense, telecommunications, and data center markets. Its revenue lines include sales of integrated circuits, components, and subsystems to OEMs and contract manufacturers.

12 months past · 3 months futureMTSI activity timeline

Congress

buy sell

Insider · Form 4

open-market buy

Hedge fund · 13F

opened + added − trimmed closed holds

Bills

past action (this ticker) upcoming markup (sector) ★ carveout (this ticker)

249 trading days · 5 congressional trades shown · 0 insider buys · 10 13F filings · 0 past bill actions · 3 upcoming markups

Executive Branch ConflictsMTSI held by Trump-administration officials

1 cabinet/senior official reported MTSI positions in OGE Form 278 disclosures across 1 filings.

Donald J. Trump

President · White House

MACOM TECHNOLOGY SOLUTIO

None (or less than $1,001) · self · 2025

Lifetime Government AwardsMTSI federal contracts

MTSI doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding MTSI

$8.77B

Total MTSI held by tracked 13F funds

Funds with MTSI positions

Two Sigma Investments $8.73B -100% 3 overlap 2026-03-31

Citadel Advisors $23M -66% 2 overlap 2025-12-31

D.E. Shaw & Co. $16M -72% 2 overlap 2025-12-31

Bridgewater Associates $3M -37% 2 overlap 2025-12-31

Politicians Trading MTSIMembers of Congress with recent MTSI positions

3 politicians traded MTSI across 9 disclosed transactions totaling $72K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just MTSI). 0-30 LOW · 30-60 MID · 60+ HIGH.

Gilbert Ray Cisneros D-California · house 1 buy 4 sells $40K 2026-05-22 HIGH · 61 Robert P. Bresnahan R-Pennsylvania · house 2 buys $16K 2025-02-10 LOW · 0 Josh Gottheimer D-New Jersey · house 2 sells $16K 2025-04-09 LOW · 1

Congressional TradesWho in Congress is trading MTSI

2026-05-22 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000

2026-03-27 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000

2026-03-03 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000

2026-01-20 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000

2025-11-13 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000

2025-04-09 Josh Gottheimer D-New Jersey · house sale $1,001 - $15,000

2025-04-09 Josh Gottheimer D-New Jersey · house Sale $1,001 - $15,000

2025-02-10 Robert P. Bresnahan R-Pennsylvania · house Purchase $1,001 - $15,000

2025-02-10 Robert P. Bresnahan R-Pennsylvania · house purchase $1,001 - $15,000

2024-06-21 Josh Gottheimer D-New Jersey · house Sale $1,001 - $15,000

2024-06-21 Josh Gottheimer D-New Jersey · house sale $1,001 - $15,000

2023-01-11 Josh Gottheimer D-New Jersey · house sale $1,001 - $15,000

25+ trades on file · most recent 2026-06-08

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

stock awards · $1.1M market value

2026-03-06 Shanmugaraj Murugesan Director AWARD 776 sh $161K

2026-03-06 Ingram Bryan Director AWARD 776 sh $161K

2026-03-06 Ritchie John Director AWARD 776 sh $161K

2026-03-06 CHUNG PETER Y Director AWARD 776 sh $161K

2026-03-06 RIBAR GEOFFREY G Director AWARD 776 sh $161K

2026-03-06 BLAND CHARLES R Director AWARD 776 sh $161K

2026-03-06 Rosenband Jihye Whang Director AWARD 776 sh $161K

For MTSI, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting MTSILive legislation impacting this stock

HR.2384 · 119th

Financial Technology Protection Act of 2025

Committee latest action 2025-07-22 MINIMAL

HR.1766 · 119th

NTIA Policy and Cybersecurity Coordination Act

Committee latest action 2025-07-15 MINIMAL

HR.1770 · 119th

Consumer Safety Technology Act

Committee latest action 2025-07-15 MINIMAL

HR.1838 · 119th

Broadband Internet for Small Ports Act

Committee latest action 2025-03-28 MINIMAL

HR.2154 · 119th

American Cybersecurity Literacy Act

Committee latest action 2025-03-14 MINIMAL

HR.2099 · 119th

To amend the Workforce Innovation and Opportunity Act to authorize a study to review specific outcomes of entrepreneurial skills d

Committee latest action 2025-03-14 MINIMAL

S.1018 · 119th

Cybersecurity for Rural Water Systems Act

Committee latest action 2025-03-13 MINIMAL

HR.2058 · 119th

To amend the Workforce Innovation and Opportunity Act to define the term evidence-based.

Committee latest action 2025-03-11 MINIMAL

S.840 · 119th

Digital Integrity in Democracy Act

Committee latest action 2025-03-04 MINIMAL

HJRES.30 · 119th

Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental

Committee latest action 2025-01-24 MINIMAL

Political ProfileWhere MTSI sits in Washington

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STRUCTURAL: No lobbying spend, federal contracts, or donation patterns. EVIDENTIARY: Single executive branch holding by Donald J. Trump valued under $1,001 (get_executive_branch_exposure.by_ticker[0].holdings[0].value_bucket) and one congressional trader (bioguide_id C001123) with mixed buy/sell activity. Net: Minimal direct political engagement.

Capitol Hill AlliesChampions & critics

Congressional champions

Unknown Unknown

Congressional critics

No specific congressional critics identified.

Member intelligence layer

Live signals + predictions for MTSI — for Founders

The free page above gives you the public record. Members see the real-time intelligence layer on top of it:

Live 7-layer signal scores when Congress trades MTSI
Bill Pass Index v2 odds for every bill on the watch list
Iron Triangle alerts (committee × donor × trade)
SEC Form 4 cluster detection (CEO + CFO + director buys)
Whale-Opportunity expected-value ranking
Custom watchlist alerts via email + Discord

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Frequently AskedAbout MTSI & political exposure

Does MACOM Technology Solutions Holdings, Inc. (MTSI) hold federal contracts?

No direct prime contracts reported in USASpending.gov for MACOM Technology Solutions Holdings, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.

Which Trump cabinet officials own MTSI stock?

1 Trump cabinet members or senior White House staff have disclosed holdings in MTSI on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.

Has Congress traded MTSI stock?

25 congressional trades by 3 unique members of Congress, most recently on 2026-05-22. See the Congressional Trading panel for politician-by-politician breakdown.

What is MTSI political risk profile?

Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.

How does GovGreed track MTSI political activity?

GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. MTSI data is updated daily from these official federal sources.