What smart money is saying about Ultra Clean Holdings, Inc.
1 fund in our archive has pitched Ultra Clean Holdings, Inc., most recently Argent Capital Management Focused Small Cap Strategy in September 2026.
Ultra Clean Holdings, Inc. specializes in providing essential subsystems, intricate components, precision parts, and rigorous ultra-high purity cleaning and sophisticated analytical verification services. The company primarily caters to the global semiconductor sector, operating across the U.S. and internationally. Their extensive product portfolio includes ultra-clean valves, high-purity and industrial process connectors, pneumatic actuators, manifolds, safety solutions, hoses, pressure gauges, and heaters for gas lines and components. They also supply specialized chemical delivery modules engineered to transport gases and reactive chemicals in liquid or gaseous forms from a central point to reaction chambers. Furthermore, they offer comprehensive gas delivery systems, encompassing weldments, filters, precise mass flow controllers, regulators, pressure transducers, various valves, component heaters, and integrated electronic or pneumatic control systems. Ultra Clean Holdings also provides a range of industrial and automation production machinery, alongside fluid delivery systems that incorporate multiple chemical delivery units, PFA tubing, filters, flow controllers, regulators, component heaters, and integrated electronic/pneumatic controls. Additionally, the company engineers precision robotic systems, top-plate and frame assemblies, and process modules – which are vital subsystems within semiconductor manufacturing tools designed to process integrated circuits onto wafers – along with other advanced high-level assemblies. Beyond manufacturing, Ultra Clean Holdings offers critical services such as cleaning and coating for tool chamber components. They conduct specialized micro-contamination analysis, evaluating tool parts, wafers, depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contaminants. The company also provides analytical verification specifically for the cleanliness of process tool chamber components. Their principal clientele includes original equipment manufacturers (OEMs) within the semiconductor capital equipment and integrated device manufacturing industries. Beyond semiconductors, they also cater to the display, consumer, medical, energy, industrial, and research equipment sectors. Established in 1991, the corporation maintains its headquarters in Hayward, California.
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Fund signal · last 12 months
7 lettersToo few moves on Ultra Clean Holdings, Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2026 and Q3 2026, 7 fund letters reported a position in Ultra Clean Holdings, Inc., with 4 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2 | 1 |
| Q2 2026 | 4 | 0 | 2 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 5 moves
- September 2026
“Ultra Clean Holdings, Inc. 2.09 -1.12”
Ultra Clean Holdings, Inc. - HoldsBridge City Capital Small Cap Growth StrategySeptember 2026
Listed in Bridge City Capital Small Cap Growth Strategy’s reported holdings.
Ultra Clean Holdings, Inc. - TrimmedRewey AM Smid Value StrategySeptember 2026
“Ultra Clean Holdings, Inc. (UCTT) Following back-to-back quarters as our top performer, UCTT was our weakest position in 3Q26, falling 42.7%, but still up 214.6% YTD. Shares pulled back with the broader semiconductor/equipment group. We remain positive on UCTT, following a strong 2Q26 and healthy industry metrics. We did trim back our position at higher levels, which gave us room to add at lower prices in 3Q26.”
Ultra Clean Holdings, Inc. - 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.
Fund coverage · 1 thesis
- Argent Capital Management Focused Small Cap StrategySeptember 2026
Ultra Clean Holdings, Inc. provides subsystems and services for semiconductor manufacturing equipment, but its elevated valuation left the stock vulnerable to multiple compression despite strong results.
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