Position in VECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,444,236
+$21,864,824 QoQ
Shares Held
401,639
+58.5% QoQ
Ownership
0.657%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#34
of 327 holders
Holding Since
Mar 2026
2 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, 2026Portolan Capital Management, LLC holds $93,876,900 across 6 Semiconductor Equipment & Materials names. VECO ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VECO |
Veeco Instruments Inc
This page
|
401,639 | $30,444,236 | |
| 2 | ACMR |
ACM Research, Inc.
|
177,432 | $22,514,346 | |
| 3 | COHU |
Cohu Inc
|
206,120 | $15,234,329 | |
| 4 | ONTO |
Onto Innovation Inc.
|
36,503 | $13,814,560 | |
| 5 | AMBA |
Ambarella Inc
|
97,072 | $8,328,777 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
24,831 | $3,540,652 |
All Filings in VECO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,444,236 | 401,639 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,579,412 | 253,379 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||