Position in NVMI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$35,006,875
-$62,054,371 QoQ
Shares Held
80,609
-72.7% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $3,015,448,611 across 23 Semiconductor Equipment & Materials names. NVMI ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
9,265,026 | $1,979,565,453 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,388,708 | $474,646,507 | |
| 3 | KLAC |
Kla Corp
|
1,240,678 | $182,678,666 | |
| 4 | TER |
Teradyne, Inc
|
486,919 | $144,352,005 | |
| 5 | ENTG |
Entegris Inc
|
446,888 | $52,393,147 | |
| 6 | ACMR |
ACM Research, Inc.
|
1,085,634 | $42,719,697 | |
| 7 | Q |
Qnity Electronics, Inc.
|
341,662 | $39,420,959 | |
| 8 | NVMI |
Nova Ltd.
This page
|
80,609 | $35,006,875 |
All Filings in NVMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,006,875 | 80,609 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $97,061,246 | 295,567 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $94,359,156 | 295,186 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $83,223,506 | 302,411 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $41,237,016 | 223,713 | Shares | Defined | 2025-05-15 | |
| 2021-06-30 | $533,587 | 5,186 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||