SCHEDULE 13G/A: T. Rowe Price Associates Amends MACOM Technology Solutions Holdings Stake, Reports 4.3% Beneficial Ownership

T. Rowe Price Associates, Inc. has filed an amended Schedule 13G, disclosing a 4.3% beneficial ownership stake in MACOM Technology Solutions Holdings Inc.

Summary

• T. Rowe Price Associates, Inc. filed an Amendment No. 1 to Schedule 13G regarding its beneficial ownership in MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC.
• As of March 31, 2025, T. Rowe Price Associates, Inc. beneficially owns an aggregate of 3,187,119 shares of MACOM Technology Solutions Holdings Inc. common stock.
• This ownership represents 4.3% of the class of securities, indicating a position below the 5% threshold typically requiring an initial Schedule 13G filing.
• T. Rowe Price Associates, Inc. holds sole voting power over 3,083,299 shares and sole dispositive power over 3,185,826 shares.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 4

Explanation: The filing indicates that T. Rowe Price Associates, Inc. has reduced its beneficial ownership in MACOM Technology Solutions Holdings Inc. to below 5%, which, as an amendment to a Schedule 13G, suggests a divestment of a portion of their previous holdings. This reduction by a major institutional investor could be perceived negatively by the market.

Positives

• The filing confirms that T. Rowe Price Associates, Inc., a prominent institutional investor, continues to hold a significant stake in MACOM Technology Solutions Holdings Inc.
• The certification states that the holdings are for ordinary course of business and not for control purposes, indicating a passive investment stance.

Negatives

• The filing of an Amendment No. 1 with a beneficial ownership of 4.3% implies that T. Rowe Price Associates, Inc. has reduced its stake from a previous holding of 5% or more, which could be perceived negatively by the market as a large institutional investor decreasing its position.

Future Outlook

NA

Industry Context

This filing is a routine disclosure by a major asset manager, T. Rowe Price Associates, Inc., regarding its passive investment in a technology company, MACOM Technology Solutions Holdings Inc. Such filings provide transparency into institutional ownership changes, which are closely watched by the market for signals about investor sentiment towards specific companies or sectors. The implied reduction in stake by a prominent institutional investor could be a point of interest within the semiconductor or technology components industry.

Stakeholder Impact

• Shareholders: May interpret the reduction in T. Rowe Price's stake as a negative signal, potentially influencing their investment decisions.
• Management: May need to address market concerns if the reduction leads to negative sentiment or share price impact.

Key Dates

Recommendation

Keywords

MACOM Technology Solutions Holdings Inc, T. Rowe Price Associates, Inc., Schedule 13G, beneficial ownership, common stock, institutional investor, SEC filing, passive investment