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BBH Select Mid Cap ETF investor letter highlights Entegris surge
The ETF noted Entegris gained 53.5% in Q2, with the fund ending the quarter holding Entegris at a 6.4% weight after a guidance-beating period.
Yahoo Finance reports that BBH Select Mid Cap ETF published its Q2 2026 investor letter, describing Entegris, Inc. (NASDAQ: ENTG) as one of the fund’s largest positive contributors as the portfolio leaned into AI infrastructure-related beneficiaries.
The letter said the fund increased 9.7% on a total return basis in Q2 2026, below the Russell Midcap Index’s 13.8% gain, and highlighted that AI is a key driver of market performance, with high-valuation and high-beta companies outperforming others.
According to the investor letter, Entegris returned 53.5% during the quarter, ending with a 6.4% weight, and the company was framed as a supplier of filtration products, materials, and related delivery equipment for semiconductor fabrication.
The source added that Entegris closed at $144.28 per share on August 19, 2026, for a market capitalization of $22.05 billion, and its shares were up 75.76% over the past 52 weeks, while the fund held positions in 27 companies with 48% of assets concentrated in the top 10 holdings.
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