SCHEDULE: T. Rowe Price Adjusts MACOM Stake

T. Rowe Price Investment Management, Inc. has filed an amendment to its Schedule 13G, reporting a beneficial ownership of 3.7% in MACOM Technology Solutions Holdings Inc.

Summary

• T. Rowe Price Investment Management, Inc. has filed an amendment (Amendment No. 2) to its Schedule 13G filing.
• The filing reports on the beneficial ownership of MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC common stock.
• As of June 30, 2026, T. Rowe Price Investment Management, Inc. beneficially owned 2,850,185 shares.
• This represents 3.7% of the class of securities.
• The reporting entity is T. Rowe Price Investment Management, Inc., organized in Maryland.
• The filing asserts that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this filing as neutral to slightly negative, as it primarily reports a change in beneficial ownership percentage without new strategic information or significant financial performance indicators.

Positives

• T. Rowe Price Investment Management, Inc. continues to hold a significant stake, indicating ongoing confidence in MACOM Technology Solutions Holdings Inc.

Negatives

• The filing does not provide any new strategic information or financial performance updates, making it difficult to assess the company's current trajectory beyond the ownership change.

Risks

• The filing itself does not introduce new risks, but the change in ownership percentage by a major institutional investor could be interpreted by the market in various ways, potentially impacting share price volatility.

Future Outlook

The filing does not contain any forward-looking statements or guidance from MACOM Technology Solutions Holdings Inc. It solely reports on the ownership status of T. Rowe Price Investment Management, Inc.

Management Comments

• T. Rowe Price Investment Management, Inc. hereby declares and affirms that the filing of Schedule 13G shall not be construed as an admission that Price Investment Management is the beneficial owner of the securities referred to, which beneficial ownership is expressly denied.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine for institutional investors and indicate changes in significant shareholdings. This filing shows T. Rowe Price Investment Management, Inc. maintaining a notable position in MACOM Technology Solutions Holdings Inc., a player in the semiconductor industry.

Stakeholder Impact

• Shareholders: The change in beneficial ownership percentage by a significant institutional investor may influence market perception and trading activity.

Key Dates

Keywords

MACOM Technology Solutions Holdings, Schedule 13G, T. Rowe Price Investment Management, Beneficial Ownership, Institutional Investor, Common Stock, Securities Exchange Act