ENTEGRIS INC

Entegris Inc. (ENTG, CUSIP 29362U104) entered Q1 2026 with $16.7B of institutional 13F value held across 619 institutional accounts — a holder breadth appropriate to a specialty-materials and contamination-control company whose products (high-purity process chemicals, liquid and gas delivery systems, filtration, wafer-shaping) are structural enablers inside advanced semiconductor manufacturing and packaging, positioning ENTG as a proxy for capital-expenditure exposure at the HPC and AI-chip supply-chain tier without direct GPU exposure. The defining Q1 signal: Capital Research Global Investors added $829M in what is a concentrated conviction build at the materials-and-equipment sleeve tier, reflecting Capital Research's fundamental analysts pricing in sustained wafer-out, packaging-complexity, and HPC-drive demand as the primary beta for specialty semiconductor materials. For smart-money trackers, ENTG's Q1 profile is a unique read on institutional conviction in the semiconductor capital-equipment and supply-chain segment at the bottleneck-tier — unlike direct GPU plays (NVDA, AMD) that are universally held, ENTG's holder base is more concentrated among semiconductor-fundamental and materials-specialist managers, making Q/Q flows a cleaner signal on sector-fundamental views.