The London Company released its Q2 2025 investor letter, reporting a double-digit surge in US equities. The mid-cap composite rose 5.7%, lagging behind the Russell Midcap Index’s 8.5% increase. Download the letter to review the fund’s top 5 holdings for insights into their key selections for 2025.

Entegris, Inc. (NASDAQ:ENTG), highlighted in The London Company’s Q2 2025 investor letter, offers materials and process solutions for high-tech industries. On July 29, 2025, ENTG stock closed at $92.85 per share with a market cap of $14.057 billion.

The London Company noted challenges for Entegris, Inc. (NASDAQ:ENTG) in its Q2 2025 letter, citing weaker demand and less visibility in older technology. However, ENTG’s solutions for advanced tech show promise, making it one of the most diversified players in the semi-materials industry.

While Entegris, Inc. (NASDAQ:ENTG) is not among the 30 Most Popular Stocks Among Hedge Funds, it remains a potential investment. The London Company increased its stake in ENTG in the previous quarter, showing confidence in the company’s future prospects. Check out our hedge fund investor letters for more insights.

Read more at Yahoo Finance: Here’s Why Entegris (ENTG) Declined in Q2