Position in LASR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$138,273,604
+$37,194,422 QoQ
Shares Held
1,986,119
+12.0% QoQ
Ownership
3.44%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#5
of 356 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in LASR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Driehaus Capital Management LLC holds $1,533,407,968 across 16 Semiconductors names. LASR ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
984,500 | $470,167,665 | |
| 2 | SIMO |
Silicon Motion Technology CORP
|
786,074 | $262,022,046 | |
| 3 | CRDO |
Credo Technology Group Holding Ltd
|
517,062 | $140,615,010 | |
| 4 | LASR |
Nlight, Inc.
This page
|
1,986,119 | $138,273,604 | |
| 5 | SITM |
SITIME Corp
|
172,133 | $128,335,479 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
251,107 | $95,513,569 | |
| 7 | ALAB |
Astera Labs, Inc.
|
194,619 | $94,004,869 | |
| 8 | SMTC |
Semtech Corp
|
419,633 | $67,917,601 |
All Filings in LASR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,273,604 | 1,986,119 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $101,079,182 | 1,772,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,477,837 | 732,547 | Shares | Sole | 2026-02-17 | |
| 2021-03-31 | $19,463,101 | 600,713 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $28,532,802 | 873,899 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,882,099 | 804,178 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $16,973,828 | 762,526 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,852,361 | 653,228 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||