IPGP
IPG Photonics Corporation · Technology · Semiconductors
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +4.5% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | +3 | 18.22M | $2.13B | +9 | −6 |
| Q1 2026 | 104 | -1 | 20.88M | $2.39B | +10 | −12 |
| Q4 2025 | 106 | +2 | 24.25M | $1.74B | +3 | — |
| Q3 2025 | 17 | +1 | 9.41M | $744.94M | +1 | −1 |
| Q2 2025 | 14 | 0 | 8.92M | $612.10M | — | — |
| Q1 2025 | 11 | -4 | 3.20M | $201.85M | — | −4 |
| Q4 2024 | 15 | +2 | 3.13M | $227.42M | +2 | — |
| Q3 2024 | 12 | 0 | 2.37M | $176.09M | — | — |
| Q2 2024 | 12 | — | 2.35M | $198.44M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 2.87M | — | $196.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 2.87M | — | $196.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 2.87M | — | $196.74M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 2.87M | — | $196.74M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 2.87M | — | $196.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 2.47M | — | $169.50M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 978.58K | +53.7% | $67.10M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 978.58K | +53.7% | $67.10M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 978.58K | +53.7% | $67.10M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 978.58K | +53.7% | $67.10M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 978.58K | +53.7% | $67.10M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 978.58K | +53.7% | $67.10M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (passif) | 828.64K | -6.5% | $56.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passif) | 611.52K | -1.7% | $41.99M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passif) | 611.52K | -1.7% | $41.99M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Baillie Gifford ✦ | 411.01K | +11.1% | $28.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Baillie Gifford ✦ | 411.01K | +11.1% | $28.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Baillie Gifford ✦ | 411.01K | +11.1% | $28.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Baillie Gifford ✦ | 411.01K | +11.1% | $28.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Norges Bank ✦ (passif) | 242.83K | +31.4% | $16.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 187.37K | +204.2% | $12.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 187.37K | +204.2% | $12.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | D. E. Shaw & Co. ✦ | 172.67K | -42.4% | $11.85M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Marshall Wace ✦ | 100.34K | +34.1% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Marshall Wace ✦ | 100.34K | +34.1% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Marshall Wace ✦ | 100.34K | +34.1% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Marshall Wace ✦ | 100.34K | +34.1% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 22.84K | +2.0% | $1.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Millennium Management ✦ | 12.33K | -29.4% | $846,249 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Gotham Asset Management ✦ | 10.55K | -49.1% | $724,532 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 3.80K | — | $261,152 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 3.80K | — | $261,152 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 331 détenteurs, 28.89M actions, $3.29B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
15.7% de la classe · Consulter le dépôt SEC original ↗