First Eagle Investment Management, LLC

Position in VECO — Veeco Instruments Inc

CIK 1325447 NEW YORK, NY

Back to VECO Full portfolio

Position in VECO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$35,160,056

+$21,907,896 QoQ

Shares Held

463,853

+18.5% QoQ

Ownership

0.759%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#30

of 326 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in VECO Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

First Eagle Investment Management, LLC holds $610,070,609 across 10 Semiconductor Equipment & Materials names. VECO ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IPGP	Ipg Photonics Corp	3,338,881	$391,717,518
2	UCTT	Ultra Clean Holdings, Inc.	347,930	$49,611,337
3	COHU	Cohu Inc	548,533	$40,542,073
4	VECO	Veeco Instruments Inc This page	463,853	$35,160,056
5	ONTO	Onto Innovation Inc.	79,294	$30,008,813
6	ASYS	Amtech Systems Inc	848,426	$19,581,671
7	FORM	Formfactor Inc	106,137	$16,974,490
8	ACLS	Axcelis Technologies Inc	71,925	$13,626,191

All Filings in VECO

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,160,056	463,853	+18.5%	Shares	Sole	2026-08-05
2026-03-31	$13,252,160	391,381	-16.6%	Shares	Sole	2026-05-14
2025-12-31	$13,415,679	469,408	-2.1%	Shares	Sole	2026-02-04
2025-09-30	$14,588,384	479,408	+28.9%	Shares	Sole	2025-11-12
2025-06-30	$7,556,621	371,881	-22.0%	Shares	Sole	2025-08-06
2025-03-31	$9,574,103	476,798	+5.9%	Shares	Sole	2025-05-12
2024-12-31	$12,067,986	450,298	+16.1%	Shares	Sole	2025-02-10
2024-09-30	$12,854,373	387,998	+19.1%	Shares	Sole	2024-11-12
2024-06-30	$15,213,353	325,698	+11.2%	Shares	Sole	2024-08-12
2024-03-31	$10,299,464	292,848	+11.4%	Shares	Sole	2024-05-09
2023-12-31	$8,156,173	262,848	-4.1%	Shares	Sole	2024-02-08
2023-09-30	$7,707,762	274,200	-17.7%	Shares	Sole	2023-11-08
2023-06-30	$8,558,168	333,262	+14.1%	Shares	Sole	2023-08-09
2023-03-31	$6,171,270	292,062	+27.1%	Shares	Sole	2023-05-11
2022-12-31	$4,270,835	229,862	+25.0%	Shares	Sole	2023-02-09
2022-09-30	$3,367,985	183,842	+20.8%	Shares	Sole	2022-11-10
2022-06-30	$2,953,494	152,242	+123.1%	Shares	Sole	2022-08-10
2022-03-31	$1,855,799	68,253	+86.9%	Shares	Sole	2022-05-11
2021-12-31	$1,039,496	36,512	+125.2%	Shares	Sole	2022-02-10
2021-09-30	$360,068	16,212	+972.2%	Shares	Sole	2021-11-10
2021-06-30	$36,348	1,512	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.