Point72 Asset Management, L.P.
Position in UCTT — Ultra Clean Holdings, Inc.
CIK 1603466
STAMFORD, CT
Position in UCTT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,903,177
+$8,903,177 QoQ
Shares Held
62,439
Ownership
0.138%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 438 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UCTT Over Time
Shares Held
Position Value (USD)
Derivatives in UCTT
reported options exposure · as of Jun 30, 2026CallValue
$4,320,477
CallShares
30,300
PutValue
$2,096,073
PutShares
14,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Point72 Asset Management, L.P. holds $2,669,370,437 across 16 Semiconductor Equipment & Materials names. UCTT ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
554,661 | $1,103,464,724 | |
| 2 | AMAT |
Applied Materials Inc /De
|
599,984 | $433,788,432 | |
| 3 | ONTO |
Onto Innovation Inc.
|
972,161 | $367,914,330 | |
| 4 | TER |
Teradyne, Inc
|
458,710 | $221,942,246 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
2,477,326 | $213,619,820 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
1,342,415 | $179,561,430 | |
| 7 | Q |
Qnity Electronics, Inc.
|
334,145 | $54,569,219 | |
| 8 | COHU |
Cohu Inc
|
653,112 | $48,271,507 |
All Filings in UCTT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,903,177 | 62,439 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $2,096,073 | 14,700 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $4,320,477 | 30,300 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $1,865,400 | 30,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $572,056 | 9,200 | Put | Defined | 2026-05-15 | |
| 2024-09-30 | $190,905 | 4,781 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $126,318 | 3,700 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $211,191 | 7,118 | Shares | Defined | 2023-11-14 | |
| 2020-09-30 | $3,518,367 | 163,950 | Shares | Defined | 2020-11-16 | |
| 2020-03-31 | $3,441,209 | 249,363 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||