Position in IPGP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,624,712
-$787,170 QoQ
Shares Held
337,749
-4.2% QoQ
Ownership
0.794%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#20
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Allianz Asset Management GmbH holds $2,820,771,646 across 15 Semiconductor Equipment & Materials names. IPGP ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,771,245 | $1,280,610,135 | |
| 2 | LRCX |
Lam Research Corp
|
2,717,709 | $1,177,664,838 | |
| 3 | NVMI |
Nova Ltd.
|
159,400 | $86,544,634 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
999,265 | $86,166,618 | |
| 5 | KLAC |
Kla Corp
|
171,716 | $51,808,432 | |
| 6 | TER |
Teradyne, Inc
|
106,756 | $51,652,820 | |
| 7 | IPGP |
Ipg Photonics Corp
This page
|
337,749 | $39,624,712 | |
| 8 | Q |
Qnity Electronics, Inc.
|
107,226 | $17,511,077 |
All Filings in IPGP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,624,712 | 337,749 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,411,882 | 352,665 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $18,226,925 | 254,566 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $15,848,928 | 200,138 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $9,463,539 | 137,852 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $5,912,997 | 93,649 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $5,110,542 | 70,277 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $3,819,229 | 51,389 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,449,355 | 40,874 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,951,543 | 43,572 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,439,698 | 50,117 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,162,665 | 31,147 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,227,983 | 38,492 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,500,233 | 20,276 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $3,815,295 | 40,301 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,320,950 | 134,214 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $10,648,926 | 113,130 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,239,070 | 93,286 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $31,697,687 | 184,139 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $45,478,382 | 287,111 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $50,750,042 | 240,784 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $40,153,272 | 190,354 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $53,953,083 | 241,088 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $37,448,809 | 220,326 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $29,700,218 | 185,175 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,454,855 | 85,735 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||