Position in IPGP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,768,790
+$16,442,677 QoQ
Shares Held
901,541
+15.7% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#11
of 357 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $254,291,673 across 8 Semiconductor Equipment & Materials names. IPGP ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
This page
|
901,541 | $105,768,790 | |
| 2 | VECO |
Veeco Instruments Inc
|
1,069,719 | $81,084,700 | |
| 3 | Q |
Qnity Electronics, Inc.
|
213,360 | $34,843,821 | |
| 4 | LRCX |
Lam Research Corp
|
62,290 | $26,992,125 | |
| 5 | ASML |
Asml Holding NV
|
1,659 | $3,300,480 | |
| 6 | TER |
Teradyne, Inc
|
2,177 | $1,053,319 | |
| 7 | AMAT |
Applied Materials Inc /De
|
1,087 | $785,901 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
5,364 | $462,537 |
All Filings in IPGP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,768,790 | 901,541 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $89,326,113 | 779,528 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||