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$PLAB:NASDAQ · Photronics Inc - US

Sector: aisemi

Conviction from: NASDAQ

52-week range: 20.0556.00

2 tracked filer(s) hold this · 1 opened, 1 added, 0 trimmed in 30-JUN-2026

Aggregate 13FScore 60 — mean of 2 scored holder(s) · buyers (new/add) avg 60. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Bridgewater57New buy9,455$307,5710.0%
Paul Tudor Jones / Tudor63Added +38%7,200$234,2160.0%

Beyond 13F — activists, insiders, politicians & research

Serenity (@aleabitoreddit) full tracker →

Watching · 2 mention(s), 0 personal-position post(s) · first 2026-01-18 · last 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) - Packaging metrology $AMKR ($13.1B) -Advanced packaging $RMBS ($13.55B) - Memory IP $MKSI ($14.9B) - Lase…” post →

All 2 tweet(s) mentioning this ticker
DateTweet
2026-01-22Memory 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
2026-01-18Personal 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 2026-08-16.