13FPulse
IC

ICHR Ichor Holdings, Ltd.

2026Q2 · CUSIP G4740B105 · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
325
Institutions that reported holding it to the SEC
Net increase in holders
+75
Last quarter 250 → now 325
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

325 funds held ICHR at the end of 2026Q2, up 75 from the quarter before. That is stronger buying than 97.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.0B(YoY +9.1%), return on equity is -4.7%. ICHR has had 11 buying rushes in its history. It sits in the Semiconductors sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2017Q1: holders=64 2017Q2: holders=87 2017Q3: holders=108 2017Q4: holders=138 2018Q1: holders=149 2018Q2: holders=152 2018Q3: holders=152 2018Q4: holders=152 2019Q1: holders=148 2019Q2: holders=147 2019Q3: holders=140 2019Q4: holders=166 2020Q1: holders=150 2020Q2: holders=150 2020Q3: holders=148 2020Q4: holders=182 2021Q1: holders=169 2021Q2: holders=193 2021Q3: holders=184 2021Q4: holders=189 2022Q1: holders=168 2022Q2: holders=149 2022Q3: holders=153 2022Q4: holders=154 2023Q1: holders=160 2023Q2: holders=163 2023Q3: holders=158 2023Q4: holders=165 2024Q1: holders=191 2024Q2: holders=187 2024Q3: holders=198 2024Q4: holders=197 2025Q1: holders=186 2025Q2: holders=171 2025Q3: holders=189 2025Q4: holders=177 2026Q1: holders=250 2026Q2: holders=325 -75 -37.5 +0 +37.5 +75 57200342 17Q118Q119Q120Q121Q122Q123Q124Q125Q126Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5%
2025Q3 Top 20%
2024Q1 Top 20%
2021Q2 Top 20%
2020Q4 Top 20%
2019Q4 Top 20%
2017Q4 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
162
Change in large funds
+41
Total value they hold
$3.8B
Funds buying for the first time
108
Funds that sold out entirely
33
Price change that quarter
Funds holding puts (bearish)
5
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-1.17
EPS YoY
Revenue (TTM)
$1.0B
Revenue YoY
+9.1%
Net margin
-4.0%
ROE
-4.7%
Debt ratio
27.2%
FCF (TTM)
-$26M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-12-31: EPS 0.51 2022-03-31: EPS 0.28 2022-04-01: EPS 0.28 2022-06-30: EPS 0.74 2022-07-01: EPS 0.74 2022-09-30: EPS 1.00 2023-03-31: EPS 0.00 2023-06-30: EPS -0.71 2023-09-29: EPS -0.36 2023-12-29: EPS -0.40 2024-03-29: EPS -0.30 2024-06-28: EPS -0.15 2024-09-27: EPS -0.08 2024-12-27: EPS -0.11 2025-03-28: EPS -0.13 2025-06-27: EPS -0.28 2025-09-26: EPS -0.67 2025-12-26: EPS -0.46 2026-03-27: EPS -0.07 2026-06-26: EPS 0.03 0M 178M 356M $M -0.78 0.16 1.10 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-40M-784K38M 20162017201820192020202120222023202420252026
Latest quarter $-10M (2026-03-27)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-26 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.