Munro Partners

Position in UCTT — Ultra Clean Holdings, Inc.

CIK 1768744 MELBOURNE, C3

Position in UCTT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$26,171,966

New position

Shares Held

183,547

first reported quarter

Ownership

0.405%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#50

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

Munro Partners holds $323,673,615 across 5 Semiconductor Equipment & Materials names. UCTT ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	278,565	$201,402,495
2	ONTO	Onto Innovation Inc.	136,375	$51,611,118
3	UCTT	Ultra Clean Holdings, Inc. This page	183,547	$26,171,966
4	TER	Teradyne, Inc	50,471	$24,419,888
5	NVMI	Nova Ltd.	36,962	$20,068,148

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,171,966	183,547	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.