LongMKSIJun 2026
MKS Inc.
MKS beat revenue and earnings expectations in the first quarter and raised guidance again. The company is benefiting from accelerating AI logic and memory capital spending, with…
MKSI
Which hedge funds are long MKSI?
1 published idea on MKS Inc. across 1 fund — 1 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 MKS 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.