Position in LASR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,071,281
+$3,785,477 QoQ
Shares Held
246,778
-10.0% QoQ
Ownership
0.437%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 48.44435079302045.ToString("F0")%
Shared 0.ToString("F0")%
None 51.555649206979545.ToString("F0")%
Common Shares in LASR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Informed Momentum Co LLC holds $38,538,803 across 8 Semiconductors names. LASR ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LASR |
Nlight, Inc.
This page
|
246,778 | $14,071,281 | |
| 2 | SITM |
SITIME Corp
|
16,139 | $5,573,603 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
24,036 | $5,337,674 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
28,577 | $5,014,691 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
42,028 | $3,898,517 | |
| 6 | AIP |
Arteris, Inc.
|
205,676 | $3,381,313 | |
| 7 | QUIK |
QUICKLOGIC Corp
|
86,425 | $810,666 | |
| 8 | MRAM |
Everspin Technologies Inc.
|
51,315 | $451,058 |
All Filings in LASR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||