SCHEDULE: Susan M. Ocampo Updates MACOM Stake in Schedule 13G

Susan M. Ocampo reports beneficial ownership of 6,801,395 shares of MACOM Technology Solutions Holdings, Inc., representing a 9.1% stake.

Summary

• Susan M. Ocampo filed Amendment No. 18 to her Schedule 13G regarding holdings in MACOM Technology Solutions Holdings, Inc.
• The reporting person maintains beneficial ownership of 6,801,395 shares of common stock.
• The reported ownership represents 9.1% of the total outstanding common stock of the issuer.
• Shares are held across various family trusts and a grantor retained annuity trust, with Ocampo serving as trustee with full voting and dispositive power.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral regulatory filing that confirms existing ownership levels without signaling a change in investment intent.

Positives

• The filing confirms stable, long-term family trust ownership of a significant 9.1% stake in the company.

Negatives

• None identified; this is a standard regulatory disclosure of beneficial ownership.

Risks

• Concentration of voting power within family trusts could influence corporate governance decisions.

Future Outlook

No specific forward-looking guidance provided; the filing is a retrospective disclosure of ownership status.

Industry Context

StockSavvy.ai notes that Schedule 13G filings from major shareholders are standard in the semiconductor industry, reflecting long-term institutional or family-office investment strategies rather than immediate operational shifts.

Comparison to Industry Standards

• The disclosure follows standard SEC requirements for beneficial owners holding more than 5% of a public company's equity.
• The structure of holding shares through family trusts is consistent with high-net-worth estate planning practices observed in other publicly traded technology firms.

Related Party Transactions

• The reporting person holds shares through Ocampo Family Trusts and trusts for the benefit of her children.

Stakeholder Impact

• Provides transparency to shareholders regarding the concentration of ownership held by the Ocampo family.

Next Steps

• Continued monitoring of future Schedule 13G/D filings for any changes in ownership percentage.

Key Dates

Keywords

MACOM, Schedule 13G, Beneficial Ownership, Susan M. Ocampo, Semiconductor, Equity Disclosure