First Eagle Investment Management, LLC
Position in IPGP — Ipg Photonics Corp
CIK 1325447
NEW YORK, NY
Position in IPGP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$391,717,518
+$70,440,944 QoQ
Shares Held
3,338,881
-25.6% QoQ
Ownership
7.85%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1
of 357 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026First Eagle Investment Management, LLC holds $610,070,609 across 10 Semiconductor Equipment & Materials names. IPGP ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
This page
|
3,338,881 | $391,717,518 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
347,930 | $49,611,337 | |
| 3 | COHU |
Cohu Inc
|
548,533 | $40,542,073 | |
| 4 | VECO |
Veeco Instruments Inc
|
463,853 | $35,160,056 | |
| 5 | ONTO |
Onto Innovation Inc.
|
79,294 | $30,008,813 | |
| 6 | ASYS |
Amtech Systems Inc
|
848,426 | $19,581,671 | |
| 7 | FORM |
Formfactor Inc
|
106,137 | $16,974,490 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
71,925 | $13,626,191 |
All Filings in IPGP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,717,518 | 3,338,881 | Shares | Sole | 2026-08-05 | |
| 2026-06-30 | $391,743,329 | 3,339,101 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $321,276,574 | 4,487,103 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $354,356,164 | 4,474,759 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $306,667,169 | 4,467,111 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $284,649,767 | 4,508,232 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $327,026,347 | 4,497,062 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $335,697,865 | 4,516,925 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $359,091,095 | 4,255,138 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $386,694,541 | 4,263,916 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $462,123,919 | 4,257,637 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $432,641,022 | 4,260,794 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $583,671,238 | 4,297,388 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $533,947,342 | 4,330,122 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $409,563,246 | 4,326,220 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $354,851,424 | 4,206,893 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $320,227,436 | 3,401,970 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $355,185,774 | 3,236,022 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $396,414,664 | 2,302,862 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $318,366,892 | 2,009,892 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $331,363,109 | 1,572,155 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $331,836,885 | 1,573,134 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $359,543,028 | 1,606,609 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $277,460,387 | 1,632,408 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $264,265,460 | 1,647,643 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $180,734,804 | 1,638,872 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||