Letters by company
Nlight, INC.
1 letter discussing LASR. Everything written about it on this site is on its ticker page.
- Artisan Partners Quarterly Commentary: Artisan Small Cap Fund Artisan Small Cap Fund added to MACOM after temporary profit-cycle pressure, then trimmed it as valuation rose, while exiting Insmed, Integer Holdings and SharkNinja. The fund initiated nLIGHT, Guardant Health and Cellebrite, and increased Bruker, Hexcel and Penumbra on product-cycle, aerospace and medical-device adoption catalysts. Q4 2025 BRKR $9BCLBT $2.9BCOCO $3.3B
