South Street Advisors LLC

Position in ONTO — Onto Innovation Inc.

CIK 1399706 New York, NY

Position in ONTO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$33,651,774

+$14,920,886 QoQ

Shares Held

88,920

-2.6% QoQ

Ownership

0.181%

of shares outstanding

% of Portfolio

4.66%

of 13F equity value

Holder Rank

#98

of 686 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

South Street Advisors LLC holds $34,107,605 across 3 Semiconductor Equipment & Materials names. ONTO ranks #1 (98.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc. This page	88,920	$33,651,774
2	ASML	Asml Holding NV	126	$250,669
3	KLAC	Kla Corp	680	$205,162

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,651,774	88,920	-2.6%	Shares	Sole	2026-08-05
2026-03-31	$18,730,888	91,339	+7.0%	Shares	Sole	2026-05-13
2025-12-31	$13,475,718	85,365	-6.3%	Shares	Sole	2026-02-10
2025-09-30	$11,767,419	91,065	+5.3%	Shares	Sole	2025-11-14
2025-06-30	$8,728,527	86,481	-3.6%	Shares	Sole	2025-08-14
2025-03-31	$10,883,955	89,698	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$14,882,297	89,292	+0.8%	Shares	Sole	2025-02-10
2024-09-30	$18,379,438	88,550	-2.4%	Shares	Sole	2024-11-06
2024-06-30	$19,928,363	90,765	-1.8%	Shares	Sole	2024-08-07
2024-03-31	$16,743,924	92,467	+4.2%	Shares	Sole	2024-05-10
2023-12-31	$13,565,135	88,719	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$11,259,888	88,299	+0.4%	Shares	Sole	2023-11-13
2023-06-30	$10,241,672	87,934	-25.0%	Shares	Sole	2023-08-11
2023-03-31	$10,302,436	117,233	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$7,919,820	116,314	+5.1%	Shares	Sole	2023-02-06
2022-09-30	$7,086,363	110,638	-0.9%	Shares	Sole	2022-11-03
2022-06-30	$7,787,238	111,661	-1.3%	Shares	Sole	2022-08-09
2022-03-31	$9,826,042	113,086	+0.5%	Shares	Sole	2022-05-16
2021-12-31	$11,394,550	112,561	+45.8%	Shares	Sole	2022-02-04
2021-09-30	$5,576,255	77,180	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.