Position in IPGP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,862,914
+$2,176,925 QoQ
Shares Held
41,450
+76.8% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#71
of 358 holders
Holding Since
Mar 2026
2 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, 2026Kerrisdale Advisers, LLC holds $12,802,421 across 2 Semiconductor Equipment & Materials names. IPGP ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACMR |
ACM Research, Inc.
|
62,570 | $7,939,507 | |
| 2 | IPGP |
Ipg Photonics Corp
This page
|
41,450 | $4,862,914 |
All Filings in IPGP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,862,914 | 41,450 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,685,989 | 23,440 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||