What smart money is saying about VAT Group
VACN.SW
No fund has written a full thesis on VAT Group in our archive, but 2 fund letters report a position in it — most recently Sands Capital International Growth in December 2025.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q1 2025 and Q4 2025, 2 fund letters reported a position in VAT Group, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- December 2025
“VAT Group (VAT) is the dominant provider of vacuum valves for semiconductor and industrial manufacturing processes.”
VAT Group - March 2025
Listed in Rothshild&Co LongRun Swiss Small Mid’s reported holdings.
VAT Group
Read the letters behind these VAT Group positions
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