Position in LASR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$138,734,558
+$29,099,924 QoQ
Shares Held
1,992,740
+3.6% QoQ
Ownership
3.45%
of shares outstanding
% of Portfolio
4.17%
of 13F equity value
Holder Rank
#4
of 359 holders
Holding Since
Mar 2020
22 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, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $568,596,075 across 10 Semiconductors names. LASR ranks #3 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIP |
Arteris, Inc.
|
3,927,500 | $190,837,225 | |
| 2 | VSH |
Vishay Intertechnology Inc
|
3,035,610 | $163,255,105 | |
| 3 | LASR |
Nlight, Inc.
This page
|
1,992,740 | $138,734,558 | |
| 4 | AMBQ |
Ambiq Micro, Inc.
|
323,700 | $28,582,710 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
48,250 | $14,373,192 | |
| 6 | SITM |
SITIME Corp
|
15,000 | $11,183,400 | |
| 7 | CEVA |
Ceva Inc
|
210,000 | $9,903,600 | |
| 8 | ADI |
Analog Devices Inc
|
10,500 | $4,170,285 |
All Filings in LASR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,734,558 | 1,992,740 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||