Position in LASR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,197,424
+$3,227,038 QoQ
Shares Held
175,200
+11.4% QoQ
Ownership
0.304%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 356 holders
Holding Since
Jun 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, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. LASR ranks #37 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,284,574 | $1,257,480,411 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,515,419 | $880,322,051 | |
| 3 | MU |
Micron Technology Inc
|
535,173 | $617,744,842 | |
| 4 | TXN |
Texas Instruments Inc
|
1,371,840 | $408,904,348 | |
| 5 | ON |
On Semiconductor Corp
|
4,068,560 | $384,641,662 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
3,417,505 | $281,636,587 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
190,505 | $263,346,491 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
660,156 | $234,071,512 |
All Filings in LASR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,197,424 | 175,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,970,386 | 157,320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,029,536 | 27,447 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $228,506 | 7,712 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $198,624 | 25,563 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,296,133 | 123,559 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $943,916 | 88,299 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $564,720 | 51,667 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $371,280 | 28,560 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,543,995 | 114,370 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,955,189 | 187,999 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,242,132 | 210,255 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,748,438 | 368,216 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,637,109 | 260,070 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,053,314 | 217,282 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,771,269 | 173,314 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,584,839 | 149,068 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $445,470 | 18,600 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $1,054,134 | 32,535 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,920,379 | 89,445 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,181,208 | 50,307 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $671,606 | 30,171 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||