LPTH
Technology Hardware & Equipment
CROWD: AMBER
Institutional ownership is building here (4 rising quarters). Not yet crowded, but the quiet phase is ending.
Active holders
66
of 133 total, index funds excluded
Conviction
3 bps
median holder weight: token bet
Streak
4q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.
The tide
funds in (up) vs out (down)
Top holders
by reported value · $339M held
| Fund | Value | Note |
|---|
| VANGUARD CAPITAL MANAGEMENT… |
$26M |
|
| GOLDMAN SACHS GROUP INC |
$25M |
|
| Hood River Capital Manageme… |
$24M |
|
| Driehaus Capital Management… |
$22M |
|
| AWM Investment Company, Inc. |
$20M |
|
| BlackRock, Inc. |
$11M |
|
| Portolan Capital Management… |
$10M |
|
| ROYCE & ASSOCIATES LP |
$10M |
|
| TUDOR INVESTMENT CORP ET AL |
$9M |
|
| JANE STREET GROUP, LLC |
$8M |
|
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.