Position in IPGP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,597,411
+$1,288,492 QoQ
Shares Held
22,667
+24.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Derivatives in IPGP
reported options exposure · as of Jun 30, 2022CallValue
$1,816,709
CallShares
19,300
PutValue
$1,788,470
PutShares
19,000
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 Mar 31, 2026MILLENNIUM MANAGEMENT LLC holds $1,477,783,228 across 27 Semiconductor Equipment & Materials names. IPGP ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,588,727 | $339,447,410 | |
| 2 | AMAT |
Applied Materials Inc /De
|
888,907 | $303,819,523 | |
| 3 | TER |
Teradyne, Inc
|
652,110 | $193,324,530 | |
| 4 | ASML |
Asml Holding NV
|
119,940 | $158,420,350 | |
| 5 | Q |
Qnity Electronics, Inc.
|
798,825 | $92,168,428 | |
| 6 | AMBA |
Ambarella Inc
|
1,512,539 | $77,865,507 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
685,436 | $42,620,410 | |
| 8 | AXTI |
Axt Inc
|
739,194 | $42,119,274 |
All Filings in IPGP
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,597,411 | 22,667 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,308,919 | 18,281 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,555,076 | 44,893 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $846,248 | 12,327 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,102,866 | 17,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,030,169 | 41,669 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,562,949 | 21,030 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,231,102 | 26,438 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,868,692 | 53,685 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,708,941 | 24,958 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,766,795 | 46,945 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,099,695 | 118,537 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $3,273,688 | 34,580 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,116,387 | 72,512 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,946,170 | 488,114 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $1,788,470 | 19,000 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $1,816,709 | 19,300 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $976,864 | 8,900 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $33,355,185 | 303,892 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $976,864 | 8,900 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $1,084,654 | 6,301 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,314,808 | 77,745 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,491,933 | 11,823 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,874,867 | 56,295 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,685,032 | 11,998 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $547,133 | 3,219 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,773,753 | 11,059 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,443,401 | 40,292 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||