Tokio Marine Asset Management 13F: New $924K Stake in ENTG
Key Points
- This new position represents about 0.06% of Tokio Marine's total reported value of $1.46 billion.
- Tokio Marine Asset Management held 6,000 $ENTG shares at quarter end, all of it a new position.
- Entegris has recently traded around $140.22, which is about equal to its closing price on the filing date.
- Other funds, like J. Safra Sarasin, have also increased their stakes in Entegris, indicating growing interest in the company.
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On October 26, 2026, Tokio Marine Asset Management disclosed a new position of 6,000 shares of Entegris, Inc. (ENTG), valued at $924,360. This information comes from the fund's latest Form 13F filing with the SEC.
ENTG
Entegris, Inc.
What Changed in Tokio Marine Asset Management's Position
Tokio Marine Asset Management opened a new position in Entegris, acquiring 6,000 shares. This marks a significant investment for the firm, representing a portfolio weight of 0.06% within their total reported value of approximately $1.46 billion.
Where Entegris Fits in Tokio Marine's Portfolio
This new position ranks 43rd among Tokio Marine's 503 reported holdings. The investment is a fresh addition to their portfolio, reflecting their confidence in Entegris' performance.
Other Institutional Activity in Entegris, Inc.
On the same day as Tokio Marine's filing, J. Safra Sarasin Holding boosted its stake in Entegris by 99,574 shares, bringing its total to 107,284 shares worth about $16.5 million. Additionally, Lone Pine Capital and Principal Financial Group have also shown increased interest in the company, with Lone Pine adding 60,824 shares and Principal Financial Group increasing its holdings by 70,621 shares.
Entegris, Inc. Stock Up 9.3%
As of October 26, 2026, Entegris shares closed at $140.22, which is about equal to its recent trading price. The stock is well-regarded in the semiconductor equipment sector, with analysts showing strong interest and several maintaining positive ratings.
Recent Earnings
Entegris reported trailing twelve-month revenue of approximately $3.33 billion, reflecting a year-over-year growth of 11.5%. The company has a net margin of 9.2% and a return on equity of 7.7%. Their next earnings report is scheduled for October 29, 2026.
Insider Buying and Selling at Entegris, Inc.
Several insiders have sold shares recently, including Director James P. Lederer, who sold 3,569 shares at an average price of $143.59 on June 3, 2026. Other insiders also sold shares in August, indicating some profit-taking.
Analysts Set New Price Targets
Analysts have been optimistic about Entegris, with Deutsche Bank upgrading its rating to Buy with a price target of $200 on August 12, 2026. Stifel and Barclays also initiated coverage with Buy and Overweight ratings, respectively, targeting $200 and $212.
About Entegris, Inc.
Entegris, Inc. provides advanced materials and process solutions for the semiconductor industry. The company operates in two segments: Materials Solutions and Advanced Purity Solutions, serving high-tech markets globally.
Bottom Line
Tokio Marine's new stake in Entegris adds to the growing institutional interest in the company. Investors should keep an eye on the upcoming earnings report on October 29, 2026, as well as any further filings by institutional investors regarding their positions in Entegris.
Related Filing Alerts
Source: Tokio Marine Asset Management's 13F filing on $ENTG (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts