SCHEDULE: Ocampo Maintains Significant Stake in MACOM Tech

Susan M. Ocampo has filed an Amendment No. 16 to Schedule 13G, reporting beneficial ownership of 12.5% of MACOM Technology Solutions Holdings, Inc. common stock as of September 30, 2025.

Summary

• Susan M. Ocampo, a U.S. citizen, filed Amendment No. 16 to Schedule 13G regarding her beneficial ownership in MACOM Technology Solutions Holdings, Inc.
• Reports beneficial ownership of 9,289,140 shares of MACOM Technology Solutions Holdings, Inc. common stock.
• This ownership represents 12.5% of the company's outstanding common stock.
• The shares are held through various trusts, including Ocampo Family Trusts, trusts for the benefit of her children, and a grantor retained annuity trust, for which Susan M. Ocampo serves as trustee.
• Susan M. Ocampo possesses shared voting and dispositive power over all beneficially owned shares.
• The percentage ownership is calculated based on 74,478,116 shares of Common Stock outstanding as of September 30, 2025, as provided by the Issuer.

Sentiment

Score: 7

Explanation: The filing indicates a significant and stable insider ownership stake, which is generally viewed positively as it aligns insider interests with those of other shareholders. No negative information is present.

Positives

• A significant insider, Susan M. Ocampo, maintains a substantial ownership stake of 12.5% in MACOM Technology Solutions Holdings, Inc., indicating continued alignment with shareholder interests.
• The ownership is structured through various trusts, suggesting a potentially stable, long-term investment horizon for a significant portion of the company's shares.

Future Outlook

This filing does not contain forward-looking statements or guidance, as it is a disclosure of current beneficial ownership.

Industry Context

This filing, a routine beneficial ownership disclosure, does not provide specific industry context or relate to broader industry trends or competitors. It primarily reflects an individual's significant stake in a technology company.

Comparison to Industry Standards

• This filing is a standard beneficial ownership disclosure and does not contain information for comparison to industry-specific operational or financial benchmarks.
• It simply reports a significant individual ownership stake, which is common for founders, long-term investors, or their related entities in publicly traded companies.

Stakeholder Impact

• Shareholders: The continued significant ownership by Susan M. Ocampo may be viewed positively, suggesting long-term commitment and alignment of interests.
• Management: A large insider stake can influence corporate governance and strategic decisions, potentially fostering stability.

Key Dates

Recommendation

This Schedule 13G/A filing is a routine disclosure of beneficial ownership and does not contain new financial or operational data that would warrant a change in investment recommendation. The continued significant insider stake by Susan M. Ocampo (12.5%) is a neutral to slightly positive signal, indicating long-term commitment, but it does not provide a basis for a 'buy' or 'sell' recommendation without additional fundamental analysis of the company's performance and market conditions.

Keywords

MACOM Technology Solutions Holdings, MACOM, MTSH, Susan M. Ocampo, Schedule 13G, beneficial ownership, insider ownership, common stock, semiconductor, technology