Position in IPGP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$5,073,243
+$1,910,242 QoQ
Shares Held
44,273
+0.2% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,168,373,117 across 21 Semiconductor Equipment & Materials names. IPGP ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,859,751 | $611,014,398 | |
| 2 | ASML |
Asml Holding NV
|
413,700 | $546,427,371 | |
| 3 | KLAC |
Kla Corp
|
268,596 | $395,483,436 | |
| 4 | AMAT |
Applied Materials Inc /De
|
997,693 | $341,001,490 | |
| 5 | ENTG |
Entegris Inc
|
914,092 | $107,168,146 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
741,052 | $33,369,571 | |
| 7 | FORM |
Formfactor Inc
|
281,158 | $27,269,514 | |
| 8 | Q |
Qnity Electronics, Inc.
|
221,172 | $25,518,825 |
All Filings in IPGP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,073,243 | 44,273 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,163,001 | 44,176 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,346,806 | 42,263 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,611,857 | 38,046 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,683,501 | 26,663 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,135,104 | 43,112 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,779,320 | 50,852 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,252,243 | 50,388 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,099,006 | 45,198 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,520,039 | 41,644 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,513,960 | 44,455 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,113,630 | 15,562 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,811,793 | 14,693 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,303,037 | 13,764 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,205,951 | 14,297 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,407,902 | 14,957 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,469,819 | 22,502 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,134,591 | 29,828 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,439,476 | 28,027 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,909,254 | 23,292 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,575,077 | 21,689 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,359,099 | 23,947 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,830,443 | 22,536 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,280,296 | 20,452 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,108,663 | 19,121 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||