NEEDHAM INVESTMENT MANAGEMENT LLC

Position in NVMI — Nova Ltd.

CIK 1167212 NEW YORK, NY

Back to NVMI Full portfolio

Position in NVMI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$48,131,631

+$8,112,729 QoQ

Shares Held

88,650

-3.8% QoQ

Ownership

0.279%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#39

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, 2026

NEEDHAM INVESTMENT MANAGEMENT LLC holds $348,851,760 across 15 Semiconductor Equipment & Materials names. NVMI ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FORM	Formfactor Inc	547,500	$87,561,675
2	VECO	Veeco Instruments Inc	845,850	$64,115,430
3	NVMI	Nova Ltd. This page	88,650	$48,131,631
4	KLAC	Kla Corp	102,500	$30,925,275
5	PLAB	Photronics Inc	585,500	$19,046,315
6	ENTG	Entegris Inc	101,500	$18,255,790
7	TER	Teradyne, Inc	29,000	$14,031,360
8	ASML	Asml Holding NV	6,150	$12,235,054

All Filings in NVMI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,131,631	88,650	-3.8%	Shares	Defined	2026-08-14
2026-03-31	$40,018,902	92,150	-17.5%	Shares	Defined	2026-05-15
2025-12-31	$36,697,582	111,750	-4.3%	Shares	Defined	2026-02-17
2025-09-30	$37,320,305	116,750	-10.0%	Shares	Defined	2025-11-14
2025-06-30	$35,707,200	129,750	-7.8%	Shares	Defined	2025-08-14
2025-03-31	$25,944,447	140,750	-17.1%	Shares	Defined	2025-05-15
2024-12-31	$33,432,262	169,750	0.0%	Shares	Defined	2025-02-14
2024-09-30	$35,365,715	169,750	-3.3%	Shares	Defined	2024-11-14
2024-06-30	$41,160,015	175,500	-4.4%	Shares	Defined	2024-08-14
2024-03-31	$32,558,099	183,550	-1.7%	Shares	Defined	2024-05-15
2023-12-31	$25,657,582	186,750	+2.3%	Shares	Defined	2024-02-14
2023-09-30	$20,520,300	182,500	-3.9%	Shares	Defined	2023-11-14
2023-06-30	$22,287,000	190,000	0.0%	Shares	Defined	2023-08-14
2023-03-31	$19,849,300	190,000	0.0%	Shares	Defined	2023-05-15
2022-12-31	$15,519,200	190,000	0.0%	Shares	Defined	2023-02-14
2022-09-30	$16,207,000	190,000	-2.2%	Shares	Defined	2022-11-14
2022-06-30	$17,201,024	194,296	-1.6%	Shares	Defined	2022-08-12
2022-03-31	$21,503,800	197,500	0.0%	Shares	Defined	2022-05-16
2021-12-31	$28,933,750	197,500	0.0%	Shares	Defined	2022-02-14
2021-09-30	$20,202,275	197,500	0.0%	Shares	Defined	2021-11-15
2021-06-30	$20,320,775	197,500	-2.9%	Shares	Sole	2021-08-16
2021-03-31	$18,520,535	203,500	-5.2%	Shares	Defined	2021-05-17
2020-12-31	$15,161,350	214,750	-5.8%	Shares	Defined	2021-02-16
2020-09-30	$11,887,920	228,000	0.0%	Shares	Defined	2021-02-25
2020-06-30	$10,987,320	228,000	-6.0%	Shares	Defined	2021-02-25
2020-03-31	$7,917,625	242,500	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.