Position in LASR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,307,377
-$19,147,980 QoQ
Shares Held
607,690
-43.6% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#23
of 356 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in LASR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Artisan Partners Limited Partnership holds $4,235,227,515 across 20 Semiconductors names. LASR ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
1,612,184 | $609,002,506 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,176,856 | $562,031,119 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
3,472,509 | $531,154,976 | |
| 4 | NVDA |
Nvidia Corp
|
2,256,045 | $451,412,044 | |
| 5 | SITM |
SITIME Corp
|
485,123 | $361,688,303 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
508,327 | $295,292,237 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
627,850 | $238,815,304 | |
| 8 | MU |
Micron Technology Inc
|
186,067 | $214,775,277 |
All Filings in LASR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,307,377 | 607,690 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $61,455,357 | 1,077,786 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $41,314,864 | 1,101,436 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||