LongVACNJun 2026
VAT Group
VAT Group is the leading supplier of high-precision vacuum valves for semiconductor equipment, with roughly 70 percent share in its core application. Order intake rose 47 percent…
VACN
1 published idea on VAT Group 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 VAT Group: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
VAT Group is the leading supplier of high-precision vacuum valves for semiconductor equipment, with roughly 70 percent share in its core application. Order intake rose 47 percent…