Ultra Clean Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Ultra Clean Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Ultra Clean Holdings, Inc. develops and supplies critical subsystems, components and parts, and ultra-high purity cleaning and analytical services for the semiconductor industry in the United States and internationally. The company provides ultra-clean valves, high purity connectors, industrial process connectors and valves, pneumatic actuators, manifolds and safety solutions, hoses, pressure gauges, and gas line and component heaters; chemical delivery modules that deliver gases and reactive chemicals in a liquid or gaseous form from a centralized subsystem to the reaction chamber; and gas delivery systems, such as weldments, filters, mass flow controllers, regulators, pressure transducers and valves, component heaters, and an integrated electronic and/or pneumatic control system. It also offers various industrial and automation production equipment; fluid delivery systems consist of one or more chemical delivery units, including PFA tubing, filters, flow controllers, regulators, component heaters, and an integrated electronic and/or pneumatic control system; precision robotic systems; top-plate assemblies; frame assemblies; process modules, a subsystem of semiconductor manufacturing tools that process integrated circuits onto wafers; and other high-level assemblies. In addition, the company provides tool chamber parts cleaning and coating services; micro-contamination analysis services for tool parts, wafers and depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contamination; and analytical verification services for process tool chamber part cleaning. It primarily serves original equipment manufacturing customers in the semiconductor capital equipment and semiconductor integrated device manufacturing industries, as well as display, consumer, medical, energy, industrial, and research equipment industries. The company was founded in 1991 and is headquartered in Hayward, California.
Ultra Clean Holdings, Inc. develops and supplies critical subsystems, components and parts, and ultra-high purity cleaning and analytical services for the semiconductor industry in the United States and internationally. The company provides ultra-clean valves, high purity connectors, industrial process connectors and valves, pneumatic actuators, manifolds and safety solutions, hoses, pressure gauges, and gas line and component heaters; chemical delivery modules that deliver gases and reactive chemicals in a liquid or gaseous form from a centralized subsystem to the reaction chamber; and gas delivery systems, such as weldments, filters, mass flow controllers, regulators, pressure transducers and valves, component heaters, and an integrated electronic and/or pneumatic control system. It also offers various industrial and automation production equipment; fluid delivery systems consist of one or more chemical delivery units, including PFA tubing, filters, flow controllers, regulators, component heaters, and an integrated electronic and/or pneumatic control system; precision robotic systems; top-plate assemblies; frame assemblies; process modules, a subsystem of semiconductor manufacturing tools that process integrated circuits onto wafers; and other high-level assemblies. In addition, the company provides tool chamber parts cleaning and coating services; micro-contamination analysis services for tool parts, wafers and depositions, chemicals, cleanroom materials, deionized water, and airborne molecular contamination; and analytical verification services for process tool chamber part cleaning. It primarily serves original equipment manufacturing customers in the semiconductor capital equipment and semiconductor integrated device manufacturing industries, as well as display, consumer, medical, energy, industrial, and research equipment industries. The company was founded in 1991 and is headquartered in Hayward, California.
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Annual filing, covered
10-K parsed · Feb 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
+8.55%
vs ±17.9% implied · ×0.48
shaded = implied · ▲▼ = realized
Ultra Clean Holdings, Inc.
50.99
Same SIC code · 6
Same SEC industry code: Nvidia Corp, Broadcom Inc., Micron Technology Inc and 3 more; of Ultra Clean Holdings, Inc.'s 6 closest co-movers, 1 shares that code.
Same SIC code · 6
Same SEC industry code: Nvidia Corp, Broadcom Inc., Micron Technology Inc and 3 more; of Ultra Clean Holdings, Inc.'s 6 closest co-movers, 1 shares that code.
Largest filed tie
58.70%
of UCTT revenue · Top two customers as a group
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $986.7M | 13.43% | +1.28% |
| Invesco | $445.6M | 6.06% | new |
| Vanguard Portfolioindex-like | $393.2M | 5.35% | −1.60% |
| Capital World Investors | $367.9M | 5.01% | new |
| Susquehanna International | $313.1M | 4.26% | −0.43% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $986.7M | 13.43% | +1.28% |
| Invesco | $445.6M | 6.06% | new |
| Vanguard Portfolioindex-like | $393.2M | 5.35% | −1.60% |
| Capital World Investors | $367.9M | 5.01% | new |
| Susquehanna International | $313.1M | 4.26% | −0.43% |
—
Expected move
Inputsspot 49.71exp Mar 19ATM strike 50ATM straddle 19.95IV 82%