Recent Transaction Overview

On December 31, 2024, Frank Sands (Trades, Portfolio), the CEO and CIO of Sands Capital Management, executed a strategic reduction in holdings of Entegris Inc. The transaction involved a decrease of 552,986 shares, representing a 7.12% change in the position. This move reflects a calculated adjustment in the firm's investment strategy, impacting the portfolio by -0.17%. Post-transaction, Sands Capital Management holds 7,214,073 shares of Entegris, which now constitutes 2.17% of the firm's portfolio.

About Frank Sands (Trades, Portfolio) and Sands Capital Management

Frank M. Sands, Jr. is a prominent figure in the investment world, serving as the Chief Executive Officer and Chief Investment Officer of Sands Capital Management. The firm, founded in 1992, is renowned for its focus on investing in quality growth businesses. Sands Capital Management employs two primary growth strategies: Select Growth, which emphasizes rapidly growing innovative businesses, and Global Growth, which targets rapidly expanding businesses worldwide. Frank Sands (Trades, Portfolio), Jr. joined the firm in 2000, bringing with him a wealth of experience from his previous role as a research analyst and portfolio manager at Fayez Sarofim & Co. The firm has consistently delivered strong investment results under his leadership.

Entegris Inc: A Leader in Semiconductor Solutions

Entegris Inc, a U.S.-based company, is a key supplier of materials and process solutions for the semiconductor industry. The company operates through segments such as Materials Solutions, Microcontamination Control, and Advanced Materials Handling. Entegris provides essential solutions like chemical mechanical planarization slurries and pads, deposition materials, and process chemistries. The company's geographical reach extends across Taiwan, North America, South Korea, Japan, China, Europe, and Southeast Asia. With a market cap of $16.19 billion and a current stock price of $107.19, Entegris is positioned as a significant player in the semiconductor industry.

Financial Metrics and Valuation

Entegris Inc is currently fairly valued with a GF Value of $105.63, and a [GF-Score](https://www.gurufocus.com/term/gf-score/ENTG) of 92/100, indicating high outperformance potential. The company has demonstrated a 3-year revenue growth of 8.20% and holds a [Profitability Rank](https://www.gurufocus.com/term/rank-profitability/ENTG) of 9/10. Despite a negative earnings growth of -4.50% over three years, Entegris maintains a strong [Growth Rank](https://www.gurufocus.com/term/rank-growth/ENTG) of 10/10. The stock's [Financial Strength](https://www.gurufocus.com/term/rank-balancesheet/ENTG) is moderate with a rank of 5/10, and it has an [Altman Z score](https://www.gurufocus.com/term/zscore/ENTG) of 2.79, indicating a stable financial position.

Performance and Growth Indicators

Entegris has shown resilience with a 3-year EBITDA growth of 7.50% and a [Piotroski F-Score](https://www.gurufocus.com/term/fscore/ENTG) of 6, suggesting moderate financial health. The company's [Operating Margin](https://www.gurufocus.com/term/operating-margin/ENTG) growth has been slightly negative at -2.30%, yet it continues to hold a strong market position. The stock's [Momentum Rank](https://www.gurufocus.com/term/rank-momentum/ENTG) is 5/10, reflecting moderate momentum in the market.

Other Notable Investors in Entegris Inc

Besides Frank Sands (Trades, Portfolio), other notable investors in Entegris include Jefferies Group (Trades, Portfolio), First Eagle Investment (Trades, Portfolio), and Joel Greenblatt (Trades, Portfolio). GAMCO Investors holds the largest share percentage of Entegris among gurus, indicating a strong interest in the company's growth potential within the investment community.

Conclusion: Strategic Portfolio Adjustments

The reduction in Entegris Inc by Frank Sands (Trades, Portfolio) reflects a strategic portfolio adjustment, aligning with the firm's investment philosophy of focusing on quality growth businesses. Despite the reduction, Entegris remains a significant holding in Sands Capital Management's portfolio, with strong growth potential as indicated by its financial metrics and continued interest from other prominent investors. This transaction underscores the dynamic nature of portfolio management and the importance of strategic decision-making in achieving long-term investment success.

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.