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VarCov Co’s nLIGHT LASR Stock Holding History

VarCov Co’s Portfolio LASR Stock Details LASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$796K Sell
11,437
-4,191
-27% -$292K 0.3% 114
2026
Q1 		$891K Buy
15,628
+5,514
+55% +$299K 0.33% 104
2025
Q4 		$379K Buy
+10,114
New +$338K 0.15% 238

Other funds holding LASR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VarCov Co's LASR Position: Q2 2026 in Review

VarCov Co reduced its nLIGHT (LASR) stake by 27% in Q2 2026, selling an estimated $292K and leaving 11,437 shares worth $796K. The position accounts for 0.3% of the portfolio, ranked #114.

VarCov Co first reported a position in LASR in Q4 2025 and has held it in 3 quarters since. The position peaked at $891K in Q1 2026. 358 funds tracked by Wall St. Rank hold LASR as of Q2 2026.

  • VarCov Co held 11,437 shares of nLIGHT worth $796K as of Q2 2026.
  • VarCov Co sold 4,191 nLIGHT shares in Q2 2026, an estimated $292K.
  • nLIGHT made up 0.3% of VarCov Co's portfolio in Q2 2026, its #114 holding.
  • VarCov Co first reported a position in nLIGHT in Q4 2025 and has held it in 3 quarters since.
  • VarCov Co's nLIGHT position peaked at $891K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held nLIGHT as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.