Position in LASR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,942,854
-$7,128,427 QoQ
Shares Held
99,725
-59.6% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#86
of 359 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in LASR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $83,282,300 across 16 Semiconductors names. LASR ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SITM |
SITIME Corp
|
14,062 | $10,484,064 | |
| 2 | SMTC |
Semtech Corp
|
63,295 | $10,244,295 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
23,662 | $9,000,314 | |
| 4 | AIP |
Arteris, Inc.
|
162,933 | $7,916,914 | |
| 5 | LASR |
Nlight, Inc.
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|
99,725 | $6,942,854 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
41,398 | $6,332,238 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
21,954 | $5,722,090 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
50,968 | $4,500,474 |
All Filings in LASR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,942,854 | 99,725 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,071,281 | 246,778 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,285,804 | 274,215 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,232,102 | 277,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,797,334 | 243,767 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $1,084,149 | 70,308 | Shares | Sole | 2023-08-11 | |
| 2020-12-31 | $3,536,941 | 108,329 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||