Ichor Holdings, Ltd.
A maker of the "plumbing" inside semiconductor manufacturing tools, Ichor designs and builds gas and chemical delivery subsystems, valves, and advanced flow controllers used in etch, deposition, and lithography machines by big names like Lam Research and Applied Materials. Founded in 1999 and based in Fremont, California, it takes its name from Greek myth, where "ichor" is the golden blood that flows in the veins of the gods — fitting for a company whose precise chemical delivery is the lifeblood of chipmaking. Its parts also find their way into aerospace, defense, and medical equipment.
Estimated from filings — the split-adjusted price range over the quarters each manager built the position. A range, not a fill price; 13F reports a quarter-end snapshot, not a trade date.