Coherent Corp.
A vertically integrated maker of lasers, optical transceivers, and engineered materials, Coherent supplies the parts powering datacenters, fiber networks, industrial manufacturing, and life-science tools. Founded in 1966 in Palo Alto to build the first commercial lasers, it merged with II-VI Inc. in 2022 — a name drawn from two columns of the periodic table — keeping the Coherent brand. Its transceivers now feed AI datacenters under a supply pact with NVIDIA.
Estimated from filings — the split-adjusted price range over the quarters each manager built the position. A range, not a fill price; 13F reports a quarter-end snapshot, not a trade date.