Which hedge funds own VECO? VEECO INSTRS INC DEL, Q2 2026 13F holders
40 tracked hedge funds disclosed a position in VECO (VEECO INSTRS INC DEL) in their Q2 2026 13F filings, worth $391.0m in total. The largest holder by portfolio weight is Ariose Capital Management Ltd at 3.1% of its book. 25 opened a new position this quarter: Ariose Capital Management Ltd, Seldon Capital LP, 4D Advisors, LLC, Davidson Kempner Capital Management LP. 8 exited: BlackBarn Capital Partners LP, Hidden Lake Asset Management LP, Mangrove Partners IM, LLC.
- 40
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 25
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 8
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $123m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $50.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $391m
- Combined value Sum of the holders' reported positions in the security.
- 3.2%
- 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
| BlackBarn Capital Partners LP | 10.2% | $33.9m |
| Hidden Lake Asset Management LP | 1.1% | $1.7m |
| Mangrove Partners IM, LLC | 0.2% | $1.9m |
| AQR Arbitrage LLC | 0.1% | $8.2m |
| Greenland Capital Management LP | 0.1% | $643k |
| NINE MASTS CAPITAL Ltd | 0.07% | $424k |
| Rokos Capital Management LLP | 0.06% | $3.2m |
| Walleye Capital LLC | 0.0% | $562k |
Ownership over time
Who discovered VECO first? Beta
The run: Q1 2009 → Q1 2011, +662%
| Mak Capital One LLC high conviction | Q4 2013 | – | +1.1 pts |
| 4D Advisors, LLC | Q2 2025 | – | +0.9 pts |
| SG Capital Management LLC | Q1 2015 | – | +0.7 pts |
| TradeLink Capital LLC | Q3 2025 | – | +0.5 pts |
| Kintayl Capital LP | Q4 2025 | – | +0.4 pts |
| GMT Capital Corp | Q4 2021 | – | −0.2 pts |
| Par Capital Management Inc | Q1 2014 | – | −0.2 pts |
| S Squared Technology, LLC | Q4 2015 | – | −0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.