What smart money is saying about Veeco Instruments
VECO
No fund has written a full thesis on Veeco Instruments in our archive, but 2 fund letters report a position in it — most recently Riverwater Partners Small Cap Strategy in June 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in Veeco Instruments on record in the archive was reported in Q2 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- June 2026
“Reductions and Sales Several sales reflected valuation and sizing discipline in names that had performed well. We reduced Veeco in stages throughout the quarter, both to fund the PDFS addition and to systematically harvest gains into semiconductor strength; the pending Axcelis combination will also lift the combined company beyond our core market cap range.”
Read the letterVeeco Instruments - June 2026
“Top Contributor Veeco Instruments (VECO) was our largest contributor for the quarter. As a supplier of laser annealing and ion beam deposition equipment, the company is integral to manufacturing advanced semiconductors, including the QUARTERLY COMMENTARY | June 30, 2026 SUSTAINABLE VALUE STRATEGY www.riverwaterpartners.com 2 high bandwidth memory essential for AI data centers. Orders and results came in well ahead of expectations as memory makers raced to add capacity, causing the stock to more than double in three months. Consistent with our discipline, we trimmed the position repeatedly throughout the quarter as the position size grew. Veeco remains a holding at an appropriate, defensible, weight.”
Read the letterVeeco Instruments
Read the letters behind these Veeco Instruments positions
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