Position in IPGP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$6,826,011
+$2,089,528 QoQ
Shares Held
59,569
-10.0% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026PINNACLE ASSOCIATES LTD holds $211,336,185 across 12 Semiconductor Equipment & Materials names. IPGP ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
287,487 | $61,424,472 | |
| 2 | AMAT |
Applied Materials Inc /De
|
94,850 | $32,418,781 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
441,659 | $27,462,356 | |
| 4 | AMBA |
Ambarella Inc
|
430,249 | $22,149,218 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
408,307 | $19,031,189 | |
| 6 | FORM |
Formfactor Inc
|
189,562 | $18,385,618 | |
| 7 | KLAC |
Kla Corp
|
11,473 | $16,892,959 | |
| 8 | IPGP |
Ipg Photonics Corp
This page
|
59,569 | $6,826,011 |
All Filings in IPGP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,826,011 | 59,569 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,736,483 | 66,152 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,580,677 | 70,472 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,997,857 | 72,802 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,203,694 | 98,253 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,629,782 | 104,920 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $208,096 | 2,800 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $236,292 | 2,800 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $253,932 | 2,800 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $303,912 | 2,800 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||