Position in IPGP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,915,884
+$14,556,276 QoQ
Shares Held
592,686
-20.5% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.86760274411746.ToString("F0")%
Shared 0.ToString("F0")%
None 5.132397255882541.ToString("F0")%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MORGAN STANLEY holds $15,185,881,290 across 29 Semiconductor Equipment & Materials names. IPGP ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
18,971,122 | $4,053,369,917 | |
| 2 | AMAT |
Applied Materials Inc /De
|
11,843,881 | $4,048,120,075 | |
| 3 | KLAC |
Kla Corp
|
1,773,150 | $2,610,803,781 | |
| 4 | ASML |
Asml Holding NV
|
1,785,366 | $2,358,164,961 | |
| 5 | TER |
Teradyne, Inc
|
2,172,070 | $643,931,864 | |
| 6 | Q |
Qnity Electronics, Inc.
|
3,168,681 | $365,602,407 | |
| 7 | ENTG |
Entegris Inc
|
1,930,013 | $226,274,717 | |
| 8 | FORM |
Formfactor Inc
|
1,308,918 | $126,951,951 |
All Filings in IPGP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,915,884 | 592,686 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $53,359,608 | 745,246 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $51,560,048 | 651,093 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $26,356,447 | 383,925 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $27,550,944 | 436,347 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $30,413,388 | 418,226 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $12,468,811 | 167,772 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $14,998,292 | 177,726 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $19,413,912 | 214,069 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $32,509,136 | 299,513 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $18,419,350 | 181,400 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $27,229,731 | 200,484 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $30,174,814 | 244,707 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $32,571,018 | 344,048 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $29,706,379 | 352,180 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $52,950,380 | 562,524 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $36,315,410 | 330,862 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $43,123,994 | 250,517 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $43,880,282 | 277,022 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $79,355,744 | 376,504 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $31,712,084 | 150,337 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $25,228,067 | 112,731 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,335,327 | 49,040 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,142,037 | 50,764 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,273,165 | 56,884 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||