Position in INTT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,130,978
+$8,346,895 QoQ
Shares Held
612,602
+64.4% QoQ
Ownership
4.88%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 89 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026First Eagle Investment Management, LLC holds $610,070,609 across 10 Semiconductor Equipment & Materials names. INTT ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
|
3,338,881 | $391,717,518 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
347,930 | $49,611,337 | |
| 3 | COHU |
Cohu Inc
|
548,533 | $40,542,073 | |
| 4 | VECO |
Veeco Instruments Inc
|
463,853 | $35,160,056 | |
| 5 | ONTO |
Onto Innovation Inc.
|
79,294 | $30,008,813 | |
| 6 | ASYS |
Amtech Systems Inc
|
848,426 | $19,581,671 | |
| 7 | FORM |
Formfactor Inc
|
106,137 | $16,974,490 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
71,925 | $13,626,191 |
All Filings in INTT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,130,978 | 612,602 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $2,784,083 | 372,702 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,042,541 | 517,611 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,221,191 | 579,834 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,269,729 | 610,834 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,176,402 | 602,608 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,276,807 | 585,864 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,575,916 | 564,364 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,336,998 | 478,264 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,081,879 | 447,197 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,460,411 | 359,948 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,341,763 | 241,499 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,090,943 | 341,897 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,212,730 | 409,003 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,827,967 | 370,638 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,155,917 | 316,117 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,577,524 | 147,020 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $794,364 | 62,450 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $393,063 | 34,239 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||