
What smart money is saying about Entegris
5 funds in our archive have pitched Entegris — most recently Artisan Partners Global Discovery Strategy in June 2026.
Entegris, Inc. is a global enterprise that develops, manufactures, and supplies critical solutions for microcontamination control, specialty chemicals, and advanced material handling. The company operates extensively across North America, Taiwan, China, South Korea, Japan, Europe, and Southeast Asia. Its operations are structured into three primary segments: Specialty Chemicals and Engineered Materials (SCEM): This division delivers high-performance, ultra-pure process chemistries, specialized gases, and advanced materials, along with their associated delivery systems, crucial for semiconductor fabrication and other sophisticated manufacturing processes. Microcontamination Control (MC): The MC unit focuses on providing systems designed to filter and purify essential liquid chemicals and gases utilized within the semiconductor industry and various other high-technology sectors. Advanced Materials Handling (AMH): This segment creates solutions for the monitoring, protection, transport, and precise delivery of vital liquid chemicals, silicon wafers, and a range of other critical substrates. These offerings support industries such as semiconductors, life sciences, and other high-tech applications. Entegris serves a diverse clientele, prominently including manufacturers of logic and memory semiconductor devices, semiconductor equipment builders, gas and chemical producers, and wafer growers. They also cater to the flat panel display industry, encompassing equipment and panel manufacturers, alongside producers of hard disk drive components and their related ecosystems. Furthermore, the company's services extend to clients in the solar sector, electrical discharge machining (EDM), glass and glass container manufacturing, aerospace, and the development of biomedical implantation devices. Founded in 1966, Entegris, Inc. maintains its corporate headquarters in Billerica, Massachusetts.
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Position history
Between Q4 2024 and Q3 2026, 6 fund letters reported a position in Entegris — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 5 | 3 | 0 | 3 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 6 positions · 3 moves
- July 2026
Listed in Guinness Global Quality Mid Cap Fund’s reported holdings.
Read the letterEntegris - New positionArtisan Partners U.S. Mid‑Cap Growth StrategyJune 2026
“During the quarter, we initiated new positions in Entegris, Modine Manufacturing and C.H. Robinson Worldwide.”
Read the letterEntegris - June 2026
“Top 3 Contributors to Relative Performance Entegris, Inc. (ENTG) – ENTG was a top contributor, benefiting from improving fab utilization and accelerating AI-driven semiconductor demand.”
Read the letterEntegris - New positionMD SASS Concentrated ValueJune 2026
“We also initiated smaller positions in Entegris (ENTG), Qnity Electronics (Q), and Sandisk (SNDK), each of which represent less than 3% of the portfolio.”
Read the letterEntegris - New positionArtisan Partners Global Discovery FundJune 2026
“During the quarter, we initiated new positions in Entegris, Cellebrite and C.H. Robinson.”
Read the letterEntegris - HoldsFindlay Park American FundJune 2026
“Other strong contributors included KLA, Applied Materials, Entegris and Keysight, which provide critical equipment, materials, testing and measurement capabilities to the semiconductor ecosystem.”
Read the letterEntegris
Also mentioned · 1
These funds discuss Entegris — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Global Quality Mid Cap FundAugust 2026
“Entegris was the worst performer in the month (-33.8%).”
Read the letterEntegris
Fund coverage · 5 theses
Entegris supplies semiconductor manufacturing materials and filtration systems and offers long-term content growth and margin expansion potential.
Read the full thesisEntegris benefits from AI-driven semiconductor demand, strong competitive positioning, and improving free cash flow as its investment cycle ends.
Read the full thesisEntegris supplies semiconductor materials and filtration systems and has long-term growth potential from node transitions and memory recovery.
Read the full thesis- The London CompanyMarch 2025
Entegris, Inc. is a well-positioned semiconductor spending play, producing specialty materials for the microelectronics industry with high margins and strong management.
Read the full thesis - Polen US Smid Company GrowthDecember 2024
Entegris is a leading supplier of materials and process solutions for the semiconductor industry, expected to achieve sustainable high-teens EPS growth driven by double-digit revenue growth and margin expansion.
Read the full thesis
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