SCHEDULE: BlackRock Discloses MACOM Technology Holdings Stake

BlackRock, Inc. has filed a Schedule 13G, reporting beneficial ownership of 10.4% of MACOM Technology Solutions Holdings Inc. common stock as of June 30, 2026.

Summary

• BlackRock, Inc. has filed an amendment to its Schedule 13G, indicating its beneficial ownership of MACOM Technology Solutions Holdings Inc. common stock.
• As of June 30, 2026, BlackRock beneficially owns 7,964,299 shares, representing 10.4% of the class of securities.
• This ownership includes sole voting power over 7,776,818 shares and sole dispositive power over 7,964,299 shares.
• The filing clarifies that this ownership is held in the ordinary course of business and not for the purpose of influencing control of the issuer.
• Several BlackRock subsidiaries and affiliates are listed as holding these securities, with BlackRock Fund Advisors noted as beneficially owning 5% or greater of the outstanding shares.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It's a routine disclosure of institutional ownership and does not provide new operational or financial information about MACOM Technology Solutions Holdings Inc.

Positives

• BlackRock, a significant institutional investor, maintains a substantial stake in MACOM Technology Solutions Holdings Inc., suggesting confidence in the company's long-term prospects.
• The filing confirms that the shares are held in the ordinary course of business, indicating a standard investment approach rather than a hostile or activist intent.

Risks

• While not explicitly stated as a risk in this filing, significant institutional ownership can sometimes lead to increased shareholder activism or pressure on management for strategic changes.
• The filing does not provide details on the specific reasons for BlackRock's investment strategy or any potential future changes to their holdings, which could introduce uncertainty for other investors.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding MACOM Technology Solutions Holdings Inc.'s future performance.

Management Comments

• "BlackRock, Inc., a corporation duly organized under the laws of the State of Delaware, United States (the "Company"), does hereby make, constitute and appoint each of Eric Andruczyk, Richard Cundiff, R. Andrew Dickson, III, Spencer Fleming, Laura Hildner, David Maryles, Christopher Meade, Charles Park, James Raby, Daniel Riemer, David Rothenberg and Brenda Schulz, acting severally, as its true and lawful attorneys-in-fact, for the purpose of, from time to time, executing, in its name and on its behalf and on behalf of its direct and indirect subsidiaries and affiliates, any and all documents..."
• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities..."

Industry Context

StockSavvy.ai notes that significant Schedule 13G filings by large asset managers like BlackRock are common and typically indicate passive investment stakes rather than active control intentions. This filing places MACOM Technology Solutions Holdings Inc. within the portfolio of a major global investor.

Stakeholder Impact

• Shareholders: The filing confirms a significant institutional investor's stake, which can influence market perception and potentially liquidity.
• Management: The filing indicates that BlackRock is not seeking to influence control, which may provide management with a degree of operational stability.
• Creditors: No direct impact is indicated.

Next Steps

• BlackRock will continue to hold its shares in MACOM Technology Solutions Holdings Inc. in the ordinary course of business.
• Future amendments to the Schedule 13G will be filed if BlackRock's beneficial ownership changes significantly.

Key Dates

Keywords

MACOM Technology Solutions Holdings Inc, BlackRock, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Investment, Delaware, Lowell MA