Position in NVMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,288,200
+$9,774,000 QoQ
Shares Held
30,000
+100.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#66
of 340 holders
Holding Since
Mar 2020
26 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $1,493,293,903 across 9 Semiconductor Equipment & Materials names. NVMI ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,185,720 | $513,808,047 | |
| 2 | AMAT |
Applied Materials Inc /De
|
567,726 | $410,465,898 | |
| 3 | KLAC |
Kla Corp
|
914,840 | $276,016,376 | |
| 4 | ASML |
Asml Holding NV
|
75,000 | $149,207,992 | |
| 5 | TER |
Teradyne, Inc
|
139,524 | $67,507,292 | |
| 6 | Q |
Qnity Electronics, Inc.
|
161,600 | $26,390,896 | |
| 7 | FORM |
Formfactor Inc
|
150,000 | $23,989,500 | |
| 8 | NVMI |
Nova Ltd.
This page
|
30,000 | $16,288,200 |
All Filings in NVMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,288,200 | 30,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,514,200 | 15,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,345,350 | 65,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,589,800 | 30,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,676,614 | 49,697 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,764,163 | 145,197 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,353,849 | 159,197 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $68,243,642 | 327,559 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $109,340,934 | 466,213 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $122,747,669 | 692,004 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $164,013,434 | 1,193,780 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $147,624,612 | 1,312,919 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $150,832,433 | 1,285,869 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $116,524,062 | 1,115,383 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $106,279,238 | 1,301,166 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $78,449,045 | 919,684 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $66,949,484 | 756,235 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $69,513,020 | 638,437 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $62,595,348 | 427,272 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $98,453,511 | 962,494 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $97,946,238 | 951,951 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $144,102,867 | 1,583,374 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $119,232,386 | 1,688,844 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $90,880,906 | 1,743,017 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $91,237,452 | 1,893,286 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $72,679,618 | 2,226,022 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||