Position in UCTT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$394,689
+$272,257 QoQ
Shares Held
2,768
+40.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#280
of 435 holders
Holding Since
Mar 2020
26 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, 2026Truvestments Capital LLC holds $24,547,057 across 17 Semiconductor Equipment & Materials names. UCTT ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
14,183 | $10,254,309 | |
| 2 | LRCX |
Lam Research Corp
|
9,254 | $4,010,035 | |
| 3 | KLAC |
Kla Corp
|
13,207 | $3,984,683 | |
| 4 | NVMI |
Nova Ltd.
|
4,518 | $2,453,002 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
10,256 | $884,374 | |
| 6 | CAMT |
Camtek Ltd
|
4,746 | $774,167 | |
| 7 | TER |
Teradyne, Inc
|
1,319 | $638,184 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
This page
|
2,768 | $394,689 |
All Filings in UCTT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,689 | 2,768 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $122,432 | 1,969 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,508 | 1,086 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,073 | 2,388 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $64,098 | 2,840 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $91,484 | 4,273 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $248,666 | 6,917 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $288,214 | 7,218 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $415,520 | 8,480 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $433,673 | 9,440 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $458,295 | 13,424 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $392,237 | 13,220 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $499,595 | 12,990 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $424,149 | 12,791 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $436,386 | 13,164 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $334,878 | 13,005 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $396,417 | 13,316 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $575,995 | 13,588 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $750,096 | 13,077 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $543,746 | 12,764 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $680,363 | 12,665 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $776,517 | 13,379 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $366,292 | 11,759 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $224,450 | 10,459 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $137,794 | 6,089 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $28,441 | 2,061 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||