MKS Inc. provides instruments, systems, and process control solutions used in semiconductor manufacturing and other advanced electronics and industrial processes, including vacuum, photonics, and materials technologies.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Scott Ferguson / Sachem Head | 60 | New buy | 812,700 | $361,488,960 | 7.5% |
| Larry Robbins / Glenview | 58 | New buy | 98,532 | $43,827,034 | 0.8% |
| Steve Cohen / Point72 | 76 | Added +24% | 2,001,343 | $890,197,366 | 1.0% |
| Ancora | 40 | Trimmed -18% | 82 | $36,474 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -98% | 1,400 | $622,720 | 0.0% |
| Bridgewater | 56 | Trimmed -29% | 27,198 | $12,097,670 | 0.0% |
“Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing $ONTO ($10.6B) - Packaging metrology $AMKR ($13.1B) -Advanced packaging $RMBS ($13.55B) - Memory IP $MKSI ($14.9B) - Lase…” post →
| Date | Tweet |
|---|---|
| 2026-01-22 | Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing $ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views |
| 2026-01-18 | Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE - Space fuel tanks (through Vacco) $GHM - Vacuum Ejectors & Surface Condensers | U.S. Navy $FEIM - Atomic Clocks $OPXS - Light Laser Periscopes … → · 881 likes · 176,153 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.