What smart money is saying about Ultra Clean Holdings, Inc.
UCTT
No fund has written a full thesis on Ultra Clean Holdings, Inc. in our archive, but 4 fund letters report a position in it — most recently Rewey AM RAM Smid Value Composite in June 2026.
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4
Reported positions
0
Bought
3
Sold
4
Letters
Position history
Every position in Ultra Clean Holdings, Inc. on record in the archive was reported in Q2 2026, across 4 fund letters — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 3 | 0 |
Fund activity · 4 positions · 3 moves
- June 2026
“Ultra Clean Holdings, Inc. (UCTT) UCTT, highlighted in our 3Q25 letter, was again our top performer in 2Q26, delivering a 127.81% return. The stock surged on strong quarterly results and a sharp inflection in the outlook for semi-conductor capital spending. Memory chips are now in short supply, as it has become apparent that artificial intelligence will be a massive consumer of memory. While we believe this upcycle is still in its early stages, we have trimmed our position into strength.”
Ultra Clean Holdings, Inc. - June 2026
“Alongside the memory and interconnect reductions above, we exited Ciena, Ultra Clean, KLA, Kokusai Electric, Arista Networks, Fabrinet and Vertiv, several having closed the gaps we originally underwrote, and released further capital from Tesla, Shopify, Mercadolibre and Robinhood to concentrate the Fund on the technology stack itself; the ServiceNow exit completed in April.”
Ultra Clean Holdings, Inc. - June 2026
“Alongside the memory and interconnect reductions above, we exited Ciena, Ultra Clean, KLA, Kokusai Electric, Arista Networks, Fabrinet and Vertiv, several having closed the gaps we originally underwrote, and released further capital from Tesla, Shopify, Mercadolibre and Robinhood to concentrate the Fund on the technology stack itself; the ServiceNow exit completed in April.”
Ultra Clean Holdings, Inc. - HoldsBridge City Capital Small Cap Growth CompositeJune 2026
“2.0%Ultra Clean Holdings, Inc.”
Ultra Clean Holdings, Inc.
Read the letters behind these Ultra Clean Holdings, Inc. positions
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