Position in IPGP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,514,310
-$311,701 QoQ
Shares Held
55,526
-6.8% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#66
of 357 holders
Holding Since
Dec 2023
11 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, 2026PINNACLE ASSOCIATES LTD holds $391,367,802 across 14 Semiconductor Equipment & Materials names. IPGP ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
255,656 | $110,783,414 | |
| 2 | AMAT |
Applied Materials Inc /De
|
92,679 | $67,006,917 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
399,934 | $57,026,589 | |
| 4 | ICHR |
Ichor Holdings, Ltd.
|
379,392 | $42,598,133 | |
| 5 | AMBA |
Ambarella Inc
|
408,846 | $35,078,986 | |
| 6 | KLAC |
Kla Corp
|
110,079 | $33,211,935 | |
| 7 | FORM |
Formfactor Inc
|
176,497 | $28,227,165 | |
| 8 | IPGP |
Ipg Photonics Corp
This page
|
55,526 | $6,514,310 |
All Filings in IPGP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,514,310 | 55,526 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||