Disclosed positions

Estimated from their latest filings — positions may have changed since

$3.83M

combined est. value

Stock	Shares	Price	Value	Weight	As of
FORMFORMFACTOR INC	14,836	$117.52	$1.74M	45%	2026-05-15
ICHRICHOR HOLDINGS, LTD.	12,318	$100.30	$1.24M	32%	2026-05-19
ACLSAXCELIS TECHNOLOGIES INC	5,917	$144.50	$855.0K	22%	2026-05-15

FORM

FORMFACTOR INC

$1.74M

14,836 sh

ICHR

ICHOR HOLDINGS, LTD.

$1.24M

12,318 sh

ACLS

AXCELIS TECHNOLOGIES INC

$855.0K

5,917 sh

All filings on record

Every Form 4 transaction we track for this filer

all 8buys 0sells 5

Stock	Transaction	Date	~6mo later
ICHRICHOR HOLDINGS, LTD.	Sell $256.8K · 4,000 sh	2026-05-19	—
FORMFORMFACTOR INC	Grant — · 1,347 sh	2026-05-15	—
ACLSAXCELIS TECHNOLOGIES INC	Grant — · 1,440 sh	2026-05-15	—
ICHRICHOR HOLDINGS, LTD.	Grant — · 2,349 sh	2026-05-14	—
ICHRICHOR HOLDINGS, LTD.	Sell $60.1K · 1,200 sh	2026-02-23	—
ACLSAXCELIS TECHNOLOGIES INC	Sell $80.0K · 1,000 sh	2026-02-20	—
FORMFORMFACTOR INC	Sell $177.7K · 2,000 sh	2026-02-09	—
ACLSAXCELIS TECHNOLOGIES INC	Sell $172.1K · 2,000 sh	2025-12-17	—

ICHRSell

2026-05-19 · ICHOR HOLDINGS, LTD.

$256.8K

—

FORMGrant

2026-05-15 · FORMFACTOR INC

1,347

—

ACLSGrant

2026-05-15 · AXCELIS TECHNOLOGIES INC

1,440

—

ICHRGrant

2026-05-14 · ICHOR HOLDINGS, LTD.

2,349

—

ICHRSell

2026-02-23 · ICHOR HOLDINGS, LTD.

$60.1K

—

ACLSSell

2026-02-20 · AXCELIS TECHNOLOGIES INC

$80.0K

—

FORMSell

2026-02-09 · FORMFACTOR INC

$177.7K

—

ACLSSell

2025-12-17 · AXCELIS TECHNOLOGIES INC

$172.1K

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.