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
Which hedge funds are long VACN?
1 published idea on VAT Group across 1 fund — 1 long and 0 short.
Vat 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 Vat: 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.