Free · no sign-up · Q2 2026

Which funds own UCTT

Ultra Clean HLDGS Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $78m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 5; at least, of 91 current
Combined value: $78m; as reported
Opened: 0; new this quarter
Added to: 2; already held
Trimmed or sold out: 3; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
First Eagle Investment Management LLC Activist · $60.8bn book	$50m	0.1%	347,930	+$23m-86,170	Trimmed
Winton Group Ltd Quantitative · $3.1bn book	$14m	0.4%	97,320	+$7.4m-6,920	Trimmed
Brevan Howard Capital Management LP Macro · $13.5bn book	$9.8m	0.1%	68,707	+$9.3m+60,936	Added
Caxton Associates LLP Macro · $5.3bn book	$3.7m	0.1%	25,937	+$2.2m+1,960	Added
Maverick Capital Ltd Long/short equity · $11.3bn book	$700k	0.0%	5,035	-$500k-15,274	Trimmed

Ownership through time

At least 11 of the 95 managers whose filings are on file listed UCTT in Q2 2026, against 1 in Q1 2014. 6 managers more than in Q1 2026: 1 started a position; 5 listed it again.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Capital World Investors$368m

Largest increases, by shares

Capital World Investorsnew: 2,580,132 shares+$368m
Caxton Associates LLP23,977 to 25,937 shares+$279k

Largest decreases, by shares

D. E. Shaw & Co.1,183,257 to 619,802 shares-$80m
First Eagle Investment Management LLC434,100 to 347,930 shares-$12m
Maverick Capital Ltd20,309 to 5,035 shares-$2.2m
Winton Group Ltd104,240 to 97,320 shares-$987k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Invesco Ltd	Q2 2026	$446m	$446m
Capital World Investors	Q2 2026	$368m	$368m
D. E. Shaw & Co.	Q3 2017	$88m	$88m
Two Sigma Investments LP	Q2 2026	$87m	$87m
First Eagle Investment Management LLC	Q2 2021	$50m	$50m
Winton Group Ltd	Q4 2025	$14m	$14m
Walleye Capital LLC	Q3 2018	$12m	$12m
Brevan Howard Capital Management LP	Q2 2026	$9.8m	$9.8m
ExodusPoint Capital Management LP	Q2 2026	$6.0m	$6.0m
Caxton Associates LLP	Q1 2017	$3.7m	$3.7m
Maverick Capital Ltd	Q1 2026	$1.3m	$718k
Janus Henderson Group Ltd	Q1 2023	$35m	last listed Q1 2024
Point72 Asset Management LP	Q4 2017	$19m	last listed Q1 2020
Arrowstreet Capital LP	Q4 2017	$14m	last listed Q4 2019
PDT Partners LLC	Q2 2017	$11m	last listed Q3 2024
ARK Investment Management LLC	Q4 2016	$6.9m	last listed Q2 2021
Voloridge Investment Management LLC	Q2 2017	$4.9m	last listed Q3 2017
Acadian Asset Management LLC	Q1 2017	$3.7m	last listed Q1 2017
Tudor Investment Corp	Q2 2017	$3.1m	last listed Q2 2022
Soros Fund Management LLC	Q4 2017	$2.5m	last listed Q4 2017
Quantbot Technologies LP	Q3 2024	$1.6m	last listed Q3 2024

What UCTT is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around UCTT →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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