MACOM Technology Solutions Holdings, Inc. has filed an updated ownership statement with the SEC, indicating that Susan M. Ocampo now holds 6.4% of the company's common stock. This update is significant as it reflects ongoing changes in the ownership landscape of the semiconductor industry, where investor interests play a vital role in shaping corporate strategies.
MACOM Technology Solutions, listed under the ticker MTSI on the Nasdaq, specializes in semiconductors and related devices. The company is classified under the SIC code 3674, which encompasses manufacturers of semiconductors and associated devices. The latest filing, dated October 30, 2026, marks the 20th amendment to the Schedule 13G, a form used to report beneficial ownership of securities.
According to the filing, Ocampo beneficially owns a total of 4,884,490 shares, which she holds through various trusts. These include 2,496,234 shares in two family trusts, 1,890,850 shares in trusts for her children, and 497,406 shares in a grantor retained annuity trust. Ocampo has both voting and dispositive power over these shares, which places her in a significant position regarding company decisions.
The filing notes, "The 4,884,490 shares reported as beneficially owned by the Reporting Person consists of..." This indicates a structured approach to her investments, reflecting a strategic alignment with the company's future. The total number of MACOM's outstanding shares is reported at 76,370,931 as of September 30, 2026.
This update may impact various stakeholders, including other shareholders and potential investors, as it underscores the importance of transparency in ownership structures. With Ocampo's substantial stake, her influence could be felt in future corporate governance and strategic decisions.
While the filing does not specify what actions may follow this update, it highlights the ongoing evolution within MACOM Technology Solutions and the broader semiconductor sector. Investors and analysts will likely keep a close eye on how this ownership change might affect the company's direction.
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