SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Position in ONTO — Onto Innovation Inc.

CIK 1638555 Boston, MA

Back to ONTO Full portfolio

Position in ONTO

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

Position Value

$87,800,400

New position

Shares Held

232,000

first reported quarter

Ownership

0.473%

of shares outstanding

% of Portfolio

2.28%

of 13F equity value

Holder Rank

#50

of 686 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 87% Shared 0% None 13%

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $179,153,403 across 4 Semiconductor Equipment & Materials names. ONTO ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc. This page	232,000	$87,800,400
2	LRCX	Lam Research Corp	114,000	$49,399,620
3	AMAT	Applied Materials Inc /De	55,000	$39,765,000
4	ASML	Asml Holding NV	1,100	$2,188,383

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,800,400	232,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Position in ONTO

Position in Semiconductor Equipment & Materials

All Filings in ONTO