Gavin Baker’s Veeco VECO Stock Holding History

Gavin Baker’s Portfolio VECO Stock Details VECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18M	Buy	237,919 +3,996	+2%	+$228K	0.13%	42
2026 Q1	$7.92M	Buy	+233,923	New	+$7.45M	0.16%	50

Other funds holding VECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gavin Baker's VECO Position: Q2 2026 in Review

Gavin Baker increased its Veeco (VECO) stake by 1.7% in Q2 2026, buying an estimated $228K and bringing the position to 237,919 shares worth $18M. The position accounts for 0.13% of the portfolio, ranked #42.

Gavin Baker first reported a position in VECO in Q1 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold VECO as of Q2 2026.

Gavin Baker held 237,919 shares of Veeco worth $18M as of Q2 2026.
Gavin Baker bought 3,996 Veeco shares in Q2 2026, an estimated $228K.
Veeco made up 0.13% of Gavin Baker's portfolio in Q2 2026, its #42 holding.
Gavin Baker first reported a position in Veeco in Q1 2026 and has held it in 2 quarters since.
326 funds tracked by Wall St. Rank held Veeco as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.