Position in LASR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,673,451
-$889,306 QoQ
Shares Held
67,128
-31.2% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#102
of 356 holders
Holding Since
Dec 2020
9 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, 2026Lisanti Capital Growth, LLC holds $44,173,326 across 12 Semiconductors names. LASR ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGM |
Allegro Microsystems, Inc.
|
107,865 | $7,509,561 | |
| 2 | SIMO |
Silicon Motion Technology CORP
|
19,600 | $6,533,268 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
36,365 | $5,562,390 | |
| 4 | SMTC |
Semtech Corp
|
33,630 | $5,443,015 | |
| 5 | LASR |
Nlight, Inc.
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|
67,128 | $4,673,451 | |
| 6 | ALAB |
Astera Labs, Inc.
|
6,345 | $3,064,761 | |
| 7 | POWI |
Power Integrations Inc
|
34,790 | $2,914,010 | |
| 8 | MXL |
Maxlinear, Inc
|
21,410 | $2,741,122 |
All Filings in LASR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,673,451 | 67,128 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,562,757 | 97,558 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,900,214 | 103,978 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,505,009 | 84,543 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,600,574 | 81,330 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $2,132,123 | 138,270 | Shares | Sole | 2023-08-11 | |
| 2021-06-30 | $8,495,832 | 234,174 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,672,961 | 267,684 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,362,693 | 133,620 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||