LongTTMIJun 2026
TTM Technologies, Inc.
TTM Technologies is an overweight holding and manufactures advanced printed circuit boards. The position was primarily driven by portfolio risk-management considerations. Strong…
TTMI
Which hedge funds are long TTMI?
3 published ideas on TTM Technologies, Inc. across 3 funds — 3 long and 0 short.
TTM Technologies 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 TTM Technologies: 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
LongTTMIJun 2026
TTM Technologies Inc.
TTM Technologies manufactures advanced printed circuit boards and radio-frequency components and assemblies. The company reported record quarterly revenue and profits, supported…
LongTTMIJun 2026
TTM Technologies
TTM Technologies was added as an enabling infrastructure business at the intersection of AI data centers and defense modernization. Sands sees increasingly complex printed…