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Equibles

Riverwater Partners LLC

Position in VECO — Veeco Instruments Inc

CIK 1882572 Milwaukee, WI
Back to VECO Full portfolio

Position in VECO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,505,522
-$1,957,551 QoQ
Shares Held
46,247
-71.3% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#94
of 327 holders
Holding Since
Dec 2021
19 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

Riverwater Partners LLC holds $4,536,816 across 3 Semiconductor Equipment & Materials names. VECO ranks #1 (77.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VECO
Veeco Instruments Inc
This page 		46,247 $3,505,522
2 ASML
Asml Holding NV
 401 $797,765
3 AMAT
Applied Materials Inc /De
 323 $233,529

All Filings in VECO

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,505,522 46,247
2026-03-31 $5,463,073 161,343
2025-12-31 $4,285,656 149,953
2025-09-30 $4,147,609 136,300
2025-06-30 $2,253,244 110,888
2025-03-31 $1,861,596 92,709
2024-12-31 $2,458,149 91,722
2024-09-30 $2,246,512 67,809
2024-06-30 $2,699,744 57,798
2024-03-31 $2,305,112 65,542
2023-12-31 $2,029,299 65,398
2023-09-30 $1,489,548 52,990
2023-06-30 $1,114,306 43,392
2023-03-31 $868,802 41,117
2022-12-31 $452,478 24,353
2022-09-30 $559,676 30,550
2022-06-30 $738,170 38,050
2022-03-31 $517,860 19,046
2021-12-31 $542,438 19,053