Long6146Jun 2026
Disco
SGA initiated Disco because it holds roughly 70-80% share in cutting, grinding and thinning equipment used in semiconductor manufacturing. Its equipment is increasingly critical…
6146
Which hedge funds are long 6146?
2 published ideas on Disco across 1 fund — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Disco: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
Long6146Jun 2026
Disco
SGA initiated Disco because it holds roughly 70-80% share in cutting, grinding and thinning equipment used in semiconductor manufacturing. Its equipment is increasingly critical…