Hood River Capital Management LLC

Position in LASR — Nlight, Inc.

CIK 1578177 PALM BEACH GARDENS, FL

Position in LASR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$58,218,262

+$5,590,000 QoQ

Shares Held

836,229

-9.4% QoQ

Ownership

1.45%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#16

of 359 holders

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

Hood River Capital Management LLC holds $802,708,007 across 10 Semiconductors names. LASR ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMTC	Semtech Corp	2,250,382	$364,224,326
2	LSCC	Lattice Semiconductor Corp	1,469,538	$224,780,532
3	SITM	SITIME Corp	133,699	$99,680,626
4	LASR	Nlight, Inc. This page	836,229	$58,218,262
5	SIMO	Silicon Motion Technology CORP	52,591	$17,530,158
6	MPWR	Monolithic Power Systems, Inc.	11,027	$15,243,283
7	AMBQ	Ambiq Micro, Inc.	121,738	$10,749,465
8	TSEM	Tower Semiconductor Ltd	29,148	$7,597,134

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,218,262	836,229	-9.4%	Shares	Sole	2026-08-14
2026-03-31	$52,628,262	922,979	+14.7%	Shares	Sole	2026-05-15
2025-12-31	$30,175,182	804,457	+41.7%	Shares	Sole	2026-02-17
2025-09-30	$16,821,928	567,733	-26.5%	Shares	Sole	2025-11-14
2022-06-30	$7,894,960	772,501	+4.3%	Shares	Sole	2022-08-15
2022-03-31	$12,841,709	740,583	-0.5%	Shares	Sole	2022-05-16
2021-03-31	$24,124,748	744,591	-9.4%	Shares	Sole	2021-05-17
2020-12-31	$26,842,871	822,140	+43.5%	Shares	Sole	2021-02-16
2020-09-30	$13,456,317	573,097	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.