Position in IPGP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,773,868
+$3,208,798 QoQ
Shares Held
40,691
+197.9% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 359 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Derivatives in IPGP
reported options exposure · as of Dec 31, 2021CallValue
$481,992
CallShares
2,800
PutValue
$1,325,478
PutShares
7,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. IPGP ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
1,069,101 | $92,188,579 |
All Filings in IPGP
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,773,868 | 40,691 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,565,070 | 13,658 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,666,633 | 23,277 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $2,003,872 | 27,556 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,229,600 | 30,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $418,996 | 4,965 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,375,597 | 70,301 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,512,596 | 69,215 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,982,972 | 108,164 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,014,788 | 44,285 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,253,120 | 18,272 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,529,666 | 174,603 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,412,852 | 313,134 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,561,313 | 441,531 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $50,701,656 | 461,932 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,325,478 | 7,700 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $481,992 | 2,800 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $15,050,200 | 87,430 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $538,560 | 3,400 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $7,257,571 | 45,818 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $348,480 | 2,200 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $611,233 | 2,900 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $526,925 | 2,500 | Call | Sole | 2021-08-16 | |
| 2020-09-30 | $1,231,432 | 7,245 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $220,961 | 1,300 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $6,130,426 | 38,222 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $240,585 | 1,500 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $13,891,751 | 125,968 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||