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Artisan Partners' funds increased their holdings in the US semiconductor materials company Entegris (ENTG) in Q2 2026, optimistic about its prospects benefiting from a rebound in wafer starts and memory capital expenditures.
Artisan Mid Cap Fund, managed by Artisan Partners, disclosed in its latest Q2 2026 investor letter that it has added Entegris, Inc. (NASDAQ:ENTG), a U.S. semiconductor materials company, to its portfolio. The fund believes that Entegris, as a supplier of advanced materials, specialty chemicals, and filtration systems, will benefit from long-term content growth potential driven by node transitions, materials innovation, and advanced packaging, as well as a recovery in memory capital expenditures and wafer starts. These factors are expected to support its revenue growth and margin expansion.
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