Position in IPGP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$326,266
New position
Shares Held
2,781
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#219
of 357 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Bayforest Capital Ltd holds $1,158,731 across 11 Semiconductor Equipment & Materials names. IPGP ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
This page
|
2,781 | $326,266 | |
| 2 | ONTO |
Onto Innovation Inc.
|
803 | $303,895 | |
| 3 | TER |
Teradyne, Inc
|
340 | $164,505 | |
| 4 | ENTG |
Entegris Inc
|
691 | $124,283 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
715 | $61,654 | |
| 6 | ACMR |
ACM Research, Inc.
|
404 | $51,263 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
384 | $43,115 | |
| 8 | CAMT |
Camtek Ltd
|
262 | $42,737 |
All Filings in IPGP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,266 | 2,781 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||