Entegris, Inc.
Entegris was the fund's largest relative equity contributor in the first half of 2026. Improving semiconductor-fab utilization and accelerating AI-driven demand are supporting…
ENTG
5 published ideas on Entegris, Inc. across 2 funds — 5 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 Entegris, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Entegris was the fund's largest relative equity contributor in the first half of 2026. Improving semiconductor-fab utilization and accelerating AI-driven demand are supporting…
Entegris is a critical supplier of filtration products, materials, and delivery equipment used in high-precision semiconductor fabrication. The fund sees improving semiconductor…
BBH views Entegris as a critical supplier of filtration products, specialty materials, and delivery equipment used in high-precision semiconductor manufacturing. The…
BBH owns Entegris as a critical supplier of filtration products, materials and delivery equipment used in high-precision semiconductor fabrication. The company reported strong…
BBH owns Entegris as a critical supplier of filtration products, materials and delivery equipment used in high-precision semiconductor fabrication. The company reported strong…