PDF Solutions (PDFS): Pioneering Yield Improvement in Semiconductor Manufacturing
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Contrarian Fund”. The letter can be downloaded here. U.S.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ranger Investment Management Conrad Doenges (Cio) | 749,665 | $38,270,398 | -35% | 3.59% |
| 2. | Fisher Asset Management Ken Fisher | 30,612 | $1,562,742 | -1% | 0% |
| 3. | Bayforest Capital Theodoros Tsagaris | 2,698 | $137,733 | 0.2% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.45 | 7,500 | $145,875.00 | 30,074 | 2025-05-13 | Filing | |
| $23.06 | 4,000 | $92,240.00 | 22,574 | 2025-02-24 | Filing | |
| $22.11 | 15,644 | $345,888.84 | 2,522,756 | 2025-02-25 | Filing | |
| $22.80 | 34,356 | $783,316.80 | 2,507,112 | 2025-02-24 | Filing | |
| $14.24 | 6,118 | $87,095.24 | 19,431 | 2016-05-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $44.41 | 3,394 | $150,727.54 | 90,965 | 2026-08-31 | Filing | |
| $51.47 | 1,501 | $77,256.47 | 23,380 | 2026-08-12 | Filing | |
| $30.36 | 6,008 | $182,402.88 | 88,464 | 2024-12-17 | Filing | |
| $31.17 | 245 | $7,636.65 | 94,472 | 2024-12-17 | Filing | |
| $30.85 | 5,030 | $155,193.61 | 94,717 | 2024-12-16 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,646,572 | $135,107,501 | 1% | |
| 2. | 1,096,854 | $56,004,790 | 0% | |
| 3. | 841,078 | $42,935,220 | 0.01% | |
| 4. | 245,079 | $31,056,411 | 0.04% | |
| 5. | 441,964 | $22,562,262 | 10.67% |