Position in LASR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,114,351
+$1,713,995 QoQ
Shares Held
89,694
-1.1% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Gotham Asset Management, LLC holds $1,321,654,451 across 29 Semiconductors names. LASR ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,132,873 | $720,773,051 | |
| 2 | AVGO |
Broadcom Inc.
|
345,271 | $106,864,827 | |
| 3 | MU |
Micron Technology Inc
|
244,524 | $82,609,988 | |
| 4 | ON |
On Semiconductor Corp
|
835,102 | $51,709,515 | |
| 5 | QCOM |
Qualcomm Inc/De
|
385,389 | $49,630,395 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
306,944 | $44,390,241 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
|
707,480 | $37,885,554 | |
| 8 | ADI |
Analog Devices Inc
|
108,399 | $34,486,057 |
All Filings in LASR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,114,351 | 89,694 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,400,356 | 90,652 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,045,447 | 69,033 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $274,044 | 13,925 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||