Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  MACOM Technology Solutions Holdings, Inc. (MTSI)
← All MTSI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 71,605 0.05 Add 12.61% <0.01 $163.89–258.98 · VW $221.01i $15,901,322 SEC
2025   Q4 63,588 0.04 Add 758.72% 0.04 $121.97–190.95 · VW $161.42i $10,891,353 SEC
2025   Q3 7,405 <0.01 Reduce 9.67% <0.01 $118.16–144.00 · VW $130.12i $921,848 SEC
2025   Q2 8,198 <0.01 Add 87.98% <0.01 $84.00–144.15 · VW $116.17i $1,174,691 SEC
2025   Q1 4,361 <0.01 Buy <0.01 $94.01–152.50 · VW $118.37i $437,757 SEC
2023   Q1 0 0.00 Sell 100.00% 0.01 $60.38–76.56 · VW $68.51i SEC
2022   Q4 5,989 0.01 Buy 0.01 $48.76–72.64 · VW $62.23i $377,187 SEC
2022   Q3 0 0.00 Sell 100.00% <0.01 $42.85–67.19 · VW $56.58i SEC
2022   Q2 4,507 <0.01 Buy <0.01 $44.08–61.05 · VW $52.03i $208,000 SEC
2022   Q1 0 0.00 Sell 100.00% 0.03 $53.72–80.00 · VW $61.53i SEC
2021   Q4 10,119 0.03 Reduce 60.53% 0.04 $62.53–80.30 · VW $73.05i $792,000 SEC
2021   Q3 25,640 0.07 Reduce 33.37% 0.03 $55.52–68.06 · VW $61.64i $1,663,000 SEC
2021   Q2 38,484 0.10 Reduce 28.50% 0.04 $48.68–64.39 · VW $58.51i $2,466,000 SEC
2021   Q1 53,822 0.14 Reduce 34.33% 0.05 $52.63–69.29 · VW $60.30i $3,123,000 SEC
2020   Q4 81,956 0.15 Reduce 2.04% <0.01 $32.75–55.65 · VW $44.27i $4,511,000 SEC
2020   Q3 83,666 0.09 Add 140.65% 0.05 $30.78–44.69 · VW $37.77i $2,845,000 SEC
2020   Q2 34,767 0.04 Buy 0.04 $17.45–34.96 · VW $30.32i $1,194,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.02 $30.58–44.10 · VW $39.54i SEC
2016   Q2 38,459 0.02 Buy 0.02 $29.56–45.46 · VW $37.24i $1,268,000 SEC
2015   Q1 0 0.00 Sell 100.00% <0.01 $27.64–39.52 · VW $33.70i SEC
2014   Q4 7,406 <0.01 Buy <0.01 $18.23–32.80 · VW $25.61i $232,000 SEC
2014   Q1 0 0.00 Sell 100.00% 0.01 $15.43–21.44 · VW $18.12i SEC
2013   Q4 24,974 0.01 Buy 0.01 $13.20–18.25 · VW $16.36i $424,000 SEC
Price snapshot:
Current price$294.24
Avg. buy price$171.71
+/- since buy71.36%
52-week low$118.16
52-week high$418.90