LongENTGJun 2026
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
Which hedge funds are long ENTG?
2 published ideas on Entegris, Inc. across 2 funds — 2 long and 0 short.
Entegris hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Entegris: the full investment 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
LongENTGJun 2026
Entegris, Inc.
BBH views Entegris as a critical supplier of filtration products, specialty materials, and delivery equipment used in high-precision semiconductor manufacturing. The…