BW Gestao de Investimentos Ltda.

Position in UCTT — Ultra Clean Holdings, Inc.

CIK 1568280 SAO PAULO, D5

Position in UCTT

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

Position Value

$11,812,583

New position

Shares Held

82,843

first reported quarter

Ownership

0.183%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#75

of 435 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BW Gestao de Investimentos Ltda. holds $55,631,822 across 5 Semiconductor Equipment & Materials names. UCTT ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	15,000	$29,841,598
2	AMAT	Applied Materials Inc /De	17,915	$12,952,545
3	UCTT	Ultra Clean Holdings, Inc. This page	82,843	$11,812,583
4	LRCX	Lam Research Corp	1,439	$623,561
5	ONTO	Onto Innovation Inc.	1,061	$401,535

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,812,583	82,843	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.