U.S. Semiconductor Major Shareholders and CFO Sell Hundreds of Millions in Shares in February

Susan Ocampo, a significant shareholder of MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI), sold 100,000 shares on February 3, 2026, generating about $23 million in cash (roughly KRW 30 billion). Even after the sale, Ocampo maintains a substantial stake—several million shares—through her name and family trusts.

On February 17, John Kober, Senior Vice President and Chief Financial Officer, sold approximately 7,200 shares of the company’s stock in the open market under a predetermined trading plan, converting around $1.7 million (approximately KRW 2 billion) into cash. He continues to hold tens of thousands of shares.

In its fiscal 2026 first-quarter earnings released on February 5, MACOM reported revenue of $271.61 million and net income of $48.8 million, reflecting year-over-year growth. The company also raised its second-quarter revenue guidance to a higher range.

Other filings show that Ocampo continued to gradually trim her holdings in February, selling additional tens of thousands of shares on February 6 and 12.

Headquartered in Lowell, Massachusetts, MACOM designs and manufactures RF, microwave, and optical-communications analog and mixed-signal semiconductors, supplying chips to data centers, telecommunications, industrial, and defense markets. With a market capitalization of about $18.5 billion (around KRW 20 trillion), the mid-cap semiconductor company is led by CEO Steven G. Daly.