Position in LASR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$109,634,634
+$39,950,807 QoQ
Shares Held
1,922,740
+3.5% QoQ
Ownership
3.41%
of shares outstanding
% of Portfolio
5.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LASR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $257,318,906 across 12 Semiconductors names. LASR ranks #1 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LASR |
Nlight, Inc.
This page
|
1,922,740 | $109,634,634 | |
| 2 | AIP |
Arteris, Inc.
|
3,952,500 | $64,979,100 | |
| 3 | VSH |
Vishay Intertechnology Inc
|
2,920,000 | $52,560,000 | |
| 4 | SITM |
SITIME Corp
|
15,000 | $5,180,250 | |
| 5 | AMBQ |
Ambiq Micro, Inc.
|
200,000 | $5,082,000 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
48,250 | $4,779,162 | |
| 7 | CEVA |
Ceva Inc
|
230,000 | $4,296,400 | |
| 8 | ADI |
Analog Devices Inc
|
10,000 | $3,181,400 |
All Filings in LASR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,634,634 | 1,922,740 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $69,683,827 | 1,857,740 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $53,118,885 | 1,792,740 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $36,166,723 | 1,837,740 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $36,166,723 | 1,837,740 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,895,006 | 2,560,490 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,820,684 | 2,652,115 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $27,820,686 | 2,652,115 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,990,439 | 2,337,740 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,857,347 | 2,182,740 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $23,435,620 | 1,802,740 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,979,489 | 1,257,740 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,896,496 | 1,047,740 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,597,946 | 1,011,540 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,472,397 | 1,421,650 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,263,431 | 1,406,650 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,631,250 | 1,125,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,409,500 | 725,000 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,638,270 | 440,500 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,178,750 | 425,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,749,270 | 133,000 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,539,600 | 70,000 | Shares | Defined | 2021-08-16 | |
| 2020-03-31 | $2,255,350 | 215,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||