First Eagle Investment Management, LLC
Position in UCTT — Ultra Clean Holdings, Inc.
CIK 1325447
NEW YORK, NY
Position in UCTT
as of Jun 30, 2026
· filed Aug 24, 2026
Position Value
$49,611,337
+$22,619,000 QoQ
Shares Held
347,930
-19.9% QoQ
Ownership
0.768%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#29
of 437 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UCTT 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. UCTT ranks #2 (8.1% 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.
This page
|
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 UCTT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,611,337 | 347,930 | Shares | Sole | 2026-08-24 | |
| 2026-03-31 | $26,992,337 | 434,100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,399,712 | 410,569 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,970,005 | 402,569 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,128,337 | 360,139 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,680,448 | 405,439 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $14,413,757 | 400,939 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,919,405 | 373,639 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,539,411 | 337,539 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,157,581 | 329,943 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,181,482 | 415,392 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,814,600 | 297,088 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,806,492 | 254,979 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,287,136 | 189,600 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,323,890 | 160,600 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,421,505 | 132,874 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,066,786 | 103,016 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,738,201 | 41,005 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $637,499 | 11,114 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $328,616 | 7,714 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $49,100 | 914 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||