ins-$7.5M · 13F 21+/2-×0.0 · short↑0.35
Current snapshotPublic companyResearch currentFresh
Entegris
Manufacture · Healthspan Infrastructure
SignalWATCHReviewed 26 Oct 2026
Manufacture exposure in Healthspan Infrastructure.
Single-use bioprocess + fluid management + purification. Specialized consumables supplier into biopharma manufacturing. Qualification moat.
Catalysts
Single-use system adoption in bioprocessing; advanced node semiconductor fluid management (secondary tailwind); biopharma capacity expansion.
Invalidation
Segment exposure (semiconductor is significant — couples to chip cycle); bioprocess cyclicality; smaller scale vs DHR/TMO bioprocess units.
Capital in context
Mapped funds and investors
Direct relationships supported by published evidence.
Reported holdings as-of
| Fund / investor | As of | Fund portfolio weight | Evidence |
|---|---|---|---|
| iShares Semiconductor ETF SOXX | 1.2% | Source |
Disclosed investment history
No sourced relationships mapped yet.
Showing up to four relationships in each group. ETF weights describe the fund’s portfolio, not ownership of this company. Private investment history does not establish current ownership.
No current sentiment snapshot.
Lower-confidence snapshotTarget price: $197.59
Dated research target