Position in LASR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,290,649
+$4,170,767 QoQ
Shares Held
133,448
+48.6% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#72
of 356 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LASR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,794,869,781 across 10 Semiconductors names. LASR ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,978,446 | $796,047,260 | |
| 2 | AVGO |
Broadcom Inc.
|
1,960,209 | $740,468,949 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
501,210 | $239,362,859 | |
| 4 | LASR |
Nlight, Inc.
This page
|
133,448 | $9,290,649 | |
| 5 | SITM |
SITIME Corp
|
5,555 | $4,141,585 | |
| 6 | SMTC |
Semtech Corp
|
13,353 | $2,161,183 | |
| 7 | WOLF |
Wolfspeed, Inc.
|
38,219 | $1,844,066 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
2,048 | $778,997 |
All Filings in LASR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,290,649 | 133,448 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,119,882 | 89,791 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,311,516 | 61,624 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,535,367 | 51,818 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $598,764 | 30,425 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||