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Kerrisdale Advisers’s IPG Photonics IPGP Stock Holding History

Kerrisdale Advisers’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.86M Buy
41,450
+18,010
+77% +$2.07M 1.22% 18
2026
Q1 		$2.69M Buy
+23,440
New +$2.55M 1.02% 30

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kerrisdale Advisers's IPGP Position: Q2 2026 in Review

Kerrisdale Advisers increased its IPG Photonics (IPGP) stake by 77% in Q2 2026, buying an estimated $2.07M and bringing the position to 41,450 shares worth $4.86M. The position accounts for 1.22% of the portfolio, ranked #18.

Kerrisdale Advisers first reported a position in IPGP in Q1 2026 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Kerrisdale Advisers held 41,450 shares of IPG Photonics worth $4.86M as of Q2 2026.
  • Kerrisdale Advisers bought 18,010 IPG Photonics shares in Q2 2026, an estimated $2.07M.
  • IPG Photonics made up 1.22% of Kerrisdale Advisers's portfolio in Q2 2026, its #18 holding.
  • Kerrisdale Advisers first reported a position in IPG Photonics in Q1 2026 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.