Position in VECO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,684,636
New position
Shares Held
49,753
first reported quarter
Ownership
0.082%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Oakum Bay Capital LLC holds $3,038,197 across 2 Semiconductor Equipment & Materials names. VECO ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VECO |
Veeco Instruments Inc
This page
|
49,753 | $1,684,636 | |
| 2 | ACMR |
ACM Research, Inc.
|
34,398 | $1,353,561 |
All Filings in VECO
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,684,636 | 49,753 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||