Position in VECO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,857,062
+$23,416,817 QoQ
Shares Held
822,713
+429.5% QoQ
Ownership
1.35%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VECO Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,767,404,156 across 27 Semiconductor Equipment & Materials names. VECO ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
378,950 | $500,528,528 | |
| 2 | LRCX |
Lam Research Corp
|
1,502,227 | $320,965,820 | |
| 3 | TER |
Teradyne, Inc
|
839,431 | $248,857,714 | |
| 4 | Q |
Qnity Electronics, Inc.
|
1,428,255 | $164,792,061 | |
| 5 | AMAT |
Applied Materials Inc /De
|
443,650 | $151,635,133 | |
| 6 | ONTO |
Onto Innovation Inc.
|
312,662 | $64,117,596 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
1,213,894 | $54,661,646 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
581,131 | $36,134,725 |
All Filings in VECO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,857,062 | 822,713 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,440,245 | 155,362 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,073,563 | 166,729 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,594,071 | 373,724 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,387,215 | 417,690 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,824,922 | 403,915 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,592,178 | 410,268 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,398,066 | 222,609 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,450,589 | 297,145 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,815,099 | 316,310 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,571,934 | 269,368 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,364,844 | 286,793 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,339,212 | 252,684 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,974,113 | 213,892 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,673,233 | 200,504 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,658,801 | 188,598 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,606,638 | 169,424 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,314,028 | 256,903 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,895,411 | 175,390 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,119,670 | 379,354 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,767,129 | 567,364 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,035,763 | 578,097 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,220,691 | 447,360 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,929,366 | 143,022 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $186,280 | 19,465 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||