Nicholas Investment Partners, LP

Position in ONTO — Onto Innovation Inc.

CIK 1389574 RANCHO SANTA FE, CA

Position in ONTO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,335,334

+$5,482,021 QoQ

Shares Held

29,952

+4.9% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#164

of 686 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nicholas Investment Partners, LP holds $75,530,062 across 9 Semiconductor Equipment & Materials names. ONTO ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	55,492	$16,742,491
2	ONTO	Onto Innovation Inc. This page	29,952	$11,335,334
3	LRCX	Lam Research Corp	24,295	$10,527,752
4	NVMI	Nova Ltd.	18,249	$9,908,112
5	UCTT	Ultra Clean Holdings, Inc.	60,338	$8,603,595
6	COHU	Cohu Inc	108,413	$8,012,804
7	ASML	Asml Holding NV	2,894	$5,757,439
8	FORM	Formfactor Inc	16,897	$2,702,337

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,335,334	29,952	+4.9%	Shares	Sole	2026-08-14
2026-03-31	$5,853,313	28,543	+18.5%	Shares	Sole	2026-05-15
2025-12-31	$3,803,636	24,095	+22.6%	Shares	Sole	2026-02-13
2025-03-31	$2,383,845	19,646	-52.0%	Shares	Sole	2025-05-15
2024-12-31	$6,827,803	40,966	-27.0%	Shares	Sole	2025-02-14
2024-09-30	$11,639,964	56,080	-5.1%	Shares	Sole	2024-11-12
2024-06-30	$12,973,141	59,087	+39.1%	Shares	Sole	2024-08-08
2024-03-31	$7,689,200	42,463	+92.8%	Shares	Sole	2024-05-14
2023-12-31	$3,368,234	22,029	+1.2%	Shares	Sole	2024-02-08
2023-09-30	$2,774,835	21,760	+20.2%	Shares	Sole	2023-11-13
2023-06-30	$2,109,038	18,108	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.