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Riverwater Partners Q2 Investor Letter: Semiconductor software company PDF Solutions (PDFS) returned 52% in Q2; the fund increased its stake during the share price pullback.
Riverwater Partners noted in its Q2 2026 investor letter that PDF Solutions, a provider of yield analysis and data software for semiconductor manufacturers, delivered approximately 52% returns in the second quarter. The fund increased its position in PDF Solutions, capitalizing on a share price pullback in May resulting from strategic investor Advantest's exit of an 8% stake, and believes that the oversubscribed secondary offering indicates management's control over its own destiny.
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