Which hedge funds own UCTT? ULTRA CLEAN HLDGS INC, Q2 2026 13F holders
46 tracked hedge funds disclosed a position in UCTT (ULTRA CLEAN HLDGS INC) in their Q2 2026 13F filings, worth $517.7m in total. The largest holder by portfolio weight is Divisar Capital Management LLC at 5.1% of its book. 21 opened a new position this quarter: Newbrook Capital Advisors LP, CloudAlpha Capital Management Limited/Hong Kong, Teza Capital Management LLC, KR Capital LP. 14 exited: 4D Advisors, LLC, Tyro Capital Management LLC, Cooper Creek Partners Management LLC.
- 46
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 21
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 14
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $76.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $78.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $518m
- Combined value Sum of the holders' reported positions in the security.
- 3.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| 4D Advisors, LLC | 3.0% | $4.7m |
| Tyro Capital Management LLC | 1.9% | $7.4m |
| Cooper Creek Partners Management LLC | 1.8% | $36.5m |
| SG Capital Management LLC | 0.8% | $10.3m |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0.4% | $1.7m |
| Atom Investors LP | 0.3% | $4.1m |
| Divisadero Street Capital Management, LP | 0.3% | $6.2m |
| Catalyst Funds Management Pty Ltd | 0.2% | $976k |
| AWM Investment Company, Inc. | 0.08% | $711k |
| Prescott Group Capital Management, L.L.C. | 0.06% | $622k |
| Mirabella Financial Services LLP | 0.05% | $534k |
| Voloridge Investment Management, LLC | 0.0% | $731k |
| Capstone Investment Advisors, LLC | 0.0% | $256k |
| Arrowstreet Capital, Limited Partnership | 0.0% | $3.5m |
Ownership over time
Who discovered UCTT first? Beta
The run: Q1 2009 → Q1 2011, +866%
| S Squared Technology, LLC | Q4 2015 | – | +4.8 pts |
| G2 Investment Partners Management LLC | Q1 2020 | – | +4.5 pts |
| ION Fund Management Ltd high conviction | Q1 2026 | – | +4.3 pts |
| First Sabrepoint Capital Management LP | Q1 2026 | – | +4.1 pts |
| 4D Advisors, LLC | Q4 2025 | – | +2.7 pts |
| SG Capital Management LLC | Q3 2021 | – | +0.3 pts |
| Tyro Capital Management LLC | Q1 2024 | – | +0.1 pts |
| Formula Growth Ltd | Q1 2024 | – | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.