Free · no sign-up · Q2 2026

Which funds own VECO

Veeco Instruments Inc in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $388m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 6 managers opened or added against 1 cutting.

Managers holding: 6; at least, of 91 current
Combined value: $388m; as reported
Opened: 3; new this quarter
Added to: 3; already held
Trimmed or sold out: 1; 1 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
Neuberger Berman Group LLC Long-only · $150bn book	$275m	0.2%	3,651,115	+$158m+200,453	Added
Davidson Kempner Capital Management LP Long/short equity · $8.4bn book	$57m	0.7%	750,000	opened750,000	New
First Eagle Investment Management LLC Activist · $60.8bn book	$35m	0.1%	463,853	+$22m+72,472	Added
ExodusPoint Capital Management LP Multi-strategy · $15.5bn book	$17m	0.1%	218,508	opened218,508	New
Polen Capital Management LLC Long-only · $11.6bn book	$3.7m	0.0%	48,314	+$3.3m+36,286	Added
Maverick Capital Ltd Long/short equity · $11.3bn book	$500k	0.0%	6,133	opened6,133	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Rokos Capital Management LLP · Macro$3.2m held before

Ownership through time

At least 9 of the 95 managers whose filings are on file listed VECO in Q2 2026, against 2 in Q2 2013. 4 managers more than in Q1 2026: 3 started positions; 3 listed it again; 1 sold out, by its own filing; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

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

Largest increases, by shares

Davidson Kempner Capital Management LPnew: 750,000 shares+$57m
ExodusPoint Capital Management LPnew: 218,508 shares+$17m
Neuberger Berman Group LLC3,450,662 to 3,651,115 shares+$15m
First Eagle Investment Management LLC391,381 to 463,853 shares+$5.5m
Polen Capital Management LLC12,028 to 48,314 shares+$2.8m

Largest decreases, by shares

No manager on file sold part of it.

Left it

Rokos Capital Management LLPwas $3.2m

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q2 2026	$687m	$687m
Neuberger Berman Group LLC	Q4 2016	$275m	$275m
Two Sigma Investments LP	Q2 2026	$69m	$69m
Davidson Kempner Capital Management LP	Q2 2026	$57m	$57m
Marshall Wace LLP	Q2 2026	$41m	$41m
First Eagle Investment Management LLC	Q2 2021	$35m	$35m
ExodusPoint Capital Management LP	Q2 2026	$17m	$17m
Polen Capital Management LLC	Q1 2026	$3.7m	$3.7m
Maverick Capital Ltd	Q2 2026	$465k	$465k
AllianceBernstein LP	Q2 2013	$90m	last listed Q3 2013
MFS Investment Management	Q2 2013	$48m	last listed Q3 2013
Capital Research Global Investors	Q3 2014	$46m	last listed Q3 2015
Renaissance Technologies LLC	Q4 2015	$40m	last listed Q2 2017
Baillie Gifford & Co	Q4 2015	$39m	last listed Q3 2025
Point72 Asset Management LP	Q1 2017	$26m	last listed Q3 2017
Capital World Investors	Q1 2016	$22m	last listed Q3 2020
Voloridge Investment Management LLC	Q1 2025	$13m	last listed Q1 2025
Two Sigma Advisers LP	Q1 2024	$12m	last listed Q2 2024
Balyasny Asset Management LLC	Q3 2014	$6.4m	last listed Q3 2014

What VECO 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 VECO →

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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The holdings, every quarter, and the week between

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