Position in NVMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,196,830
-$15,114,586 QoQ
Shares Held
5,888
-86.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 340 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $2,386,279,267 across 19 Semiconductor Equipment & Materials names. NVMI ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
2,427,234 | $732,320,769 | |
| 2 | ASML |
Asml Holding NV
|
286,185 | $569,347,857 | |
| 3 | AMAT |
Applied Materials Inc /De
|
515,888 | $372,987,024 | |
| 4 | TER |
Teradyne, Inc
|
496,498 | $240,225,592 | |
| 5 | LRCX |
Lam Research Corp
|
553,755 | $239,958,654 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,427,735 | $167,501,870 | |
| 7 | ONTO |
Onto Innovation Inc.
|
28,428 | $10,758,576 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
64,312 | $8,602,373 |
All Filings in NVMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,196,830 | 5,888 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,311,416 | 42,165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,613,592 | 68,862 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $54,761,274 | 171,311 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $98,857,619 | 359,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,131,231 | 212,289 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,610,344 | 38,641 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,986,633 | 57,534 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,602,019 | 28,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,533,409 | 19,920 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $8,626,855 | 62,791 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,344,598 | 20,852 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,616,845 | 22,309 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $104,305 | 1,277 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $100,568 | 1,179 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $304,631 | 3,441 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $323,264 | 2,969 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,173,904 | 8,013 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $665,703 | 6,508 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $677,839 | 6,588 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $25,345 | 359 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $932,524 | 19,351 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,622,280 | 49,687 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||