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Micro Cap Fund Commentary 2's investment thesis on Veeco Instruments ($VECO) — Q2 2026 | Buyside Digest

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$VECONASDAQVeeco Instruments

BULL

Micro Cap Fund Commentary 2—VECO

Fund Letter

Q2 2026

Published June 30, 2026

View Fund Profile

$52.27USD

+17.0% vs last month

$57.49Pitched

-9.1% since pitch

Market Cap$3.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Veeco supplies essential chip packaging technology and precision manufacturing equipment necessary for enhancing performance and power efficiency in advanced semiconductors. The company has...

— Micro Cap Fund Commentary 2

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