Position in IPGP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$167,501,870
+$10,002,499 QoQ
Shares Held
1,427,735
+3.9% QoQ
Ownership
3.36%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#5
of 357 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $2,386,279,267 across 19 Semiconductor Equipment & Materials names. IPGP ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
2,427,234 | $732,320,769 | |
| 2 | ASML |
Asml Holding NV
|
286,185 | $569,347,857 | |
| 3 | AMAT |
Applied Materials Inc /De
|
515,888 | $372,987,024 | |
| 4 | TER |
Teradyne, Inc
|
496,498 | $240,225,592 | |
| 5 | LRCX |
Lam Research Corp
|
553,755 | $239,958,654 | |
| 6 | IPGP |
Ipg Photonics Corp
This page
|
1,427,735 | $167,501,870 | |
| 7 | ONTO |
Onto Innovation Inc.
|
28,428 | $10,758,576 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
64,312 | $8,602,373 |
All Filings in IPGP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,501,870 | 1,427,735 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $157,499,371 | 1,374,460 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $126,680,662 | 1,769,283 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $141,502,393 | 1,786,872 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $130,397,997 | 1,899,461 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,144,958 | 1,047,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $77,751,714 | 1,069,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $78,730,223 | 1,059,341 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $83,264,068 | 986,658 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $109,792,985 | 1,011,544 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $102,519,150 | 1,009,643 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $141,283,223 | 1,040,224 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $134,004,922 | 1,086,732 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $104,492,675 | 1,103,757 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $93,219,065 | 1,105,146 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $103,861,912 | 1,103,388 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $75,465,048 | 687,546 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $116,884,264 | 679,007 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $107,613,316 | 679,377 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $84,120,625 | 399,111 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $83,679,476 | 396,698 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $90,173,047 | 402,936 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $146,400,939 | 861,334 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $165,824,814 | 1,033,885 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $131,872,933 | 1,195,801 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||