Follow-The-Filings

Security · featured owners

TTMI Ttm Technologies Inc.

COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 6.4%
  • $1.4B
  • 3 new 1 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 6.4% (Alex Sacerdote - Whale Ro...) · not free-float ownership

  1. Alex Sacerdote add 6.4%
  2. Stephen Mandel new 3.1%
  3. Dan Loeb new 2.0%
  4. First Eagle Investment Manage... reduce 0.05%
  5. Lee Ainslie new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 6.4% Add +20.4% 4,230,575 $791M history
Stephen Mandel - Lone Pine Capital 2026 Q2 3.1% New 3.1% 2,738,075 $512M history
Dan Loeb - Third Point 2026 Q2 2.0% New 2.0% 505,000 $94M history
First Eagle Investment Management 2026 Q2 0.05% Reduce −29.9% 157,414 $29M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 3,156 $590K history

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.5B $2.23B $2.91B
Gross profit $457.96M $413.27M $601.69M
Gross margin * 18.4% 18.5% 20.7%
Net income $94.58M -$18.72M $177.45M
Net margin * 3.8% -0.8% 6.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.49B $1.43B $1.86B
Total non-current assets * $1.83B $1.89B $1.98B
Total assets $3.32B $3.32B $3.84B
Total current liabilities $761.32M $703.98M $962.2M
Total non-current liabilities $1.03B $1.11B $1.12B
Total equity $1.54B $1.51B $1.76B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $272.87M $187.28M $291.88M
Cash from investing -$395.46M -$92.03M -$273.94M
Cash from financing -$11.31M -$47.67M -$20.92M
Net change in cash -$134.93M $47.46M -$2.7M

ownership over time

filing count by report period · click a bar for that quarter’s holders