FULLER & THALER ASSET MANAGEMENT, INC.
Position in UCTT — Ultra Clean Holdings, Inc.
CIK 1082327
SAN MATEO, CA
Position in UCTT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$70,240,974
+$40,700,935 QoQ
Shares Held
492,608
+3.7% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#21
of 437 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UCTT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $725,853,616 across 10 Semiconductor Equipment & Materials names. UCTT ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
1,184,611 | $189,454,837 | |
| 2 | TER |
Teradyne, Inc
|
205,682 | $99,517,178 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
687,501 | $91,960,133 | |
| 4 | ACMR |
ACM Research, Inc.
|
639,448 | $81,139,556 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
This page
|
492,608 | $70,240,974 | |
| 6 | AMAT |
Applied Materials Inc /De
|
83,302 | $60,227,346 | |
| 7 | KLAC |
Kla Corp
|
190,910 | $57,599,456 | |
| 8 | LRCX |
Lam Research Corp
|
123,660 | $53,585,587 |
All Filings in UCTT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,240,974 | 492,608 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $29,540,039 | 475,073 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $342,081 | 13,505 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $388,448 | 14,255 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $321,735 | 14,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $375,210 | 17,525 | Shares | Sole | 2025-05-13 | |
| 2022-03-31 | $28,613 | 675 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $53,861 | 939 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $40,001 | 939 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,239,775 | 265,074 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,908,009 | 274,087 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,366,765 | 268,596 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,853,179 | 226,150 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||