Nicholas Investment Partners, LP
Position in UCTT — Ultra Clean Holdings, Inc.
CIK 1389574
RANCHO SANTA FE, CA
Position in UCTT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,603,595
+$6,436,498 QoQ
Shares Held
60,338
+73.1% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#86
of 435 holders
Holding Since
Mar 2026
2 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, 2026Nicholas Investment Partners, LP holds $75,530,062 across 9 Semiconductor Equipment & Materials names. UCTT ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
55,492 | $16,742,491 | |
| 2 | ONTO |
Onto Innovation Inc.
|
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.
This page
|
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 |
All Filings in UCTT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,603,595 | 60,338 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,167,097 | 34,852 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||