Position in NVMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,995,334
+$1,785,565 QoQ
Shares Held
14,726
+3.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 343 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TD Asset Management Inc holds $2,906,507,147 across 18 Semiconductor Equipment & Materials names. NVMI ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,721,682 | $1,179,386,461 | |
| 2 | KLAC |
Kla Corp
|
2,903,019 | $875,869,862 | |
| 3 | AMAT |
Applied Materials Inc /De
|
877,158 | $634,185,234 | |
| 4 | TER |
Teradyne, Inc
|
244,228 | $118,167,275 | |
| 5 | ENTG |
Entegris Inc
|
269,479 | $48,468,492 | |
| 6 | Q |
Qnity Electronics, Inc.
|
135,308 | $22,097,149 | |
| 7 | NVMI |
Nova Ltd.
This page
|
14,726 | $7,995,334 | |
| 8 | ASML |
Asml Holding NV
|
3,390 | $6,744,201 |
All Filings in NVMI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,995,334 | 14,726 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,209,769 | 14,299 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,180,733 | 12,731 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,828,567 | 11,977 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,537,267 | 5,586 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,118,504 | 11,493 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $897,895 | 4,559 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $920,029 | 4,416 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $979,397 | 4,176 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $716,615 | 4,040 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $291,266 | 2,120 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $221,731 | 1,972 | Shares | Sole | 2023-10-27 | |
| 2021-12-31 | $294,172 | 2,008 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $209,796 | 2,051 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||