Position in NVMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,656,157
+$523,262 QoQ
Shares Held
6,734
-6.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#117
of 340 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Mariner, LLC holds $1,460,076,164 across 17 Semiconductor Equipment & Materials names. NVMI ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
649,877 | $469,861,071 | |
| 2 | LRCX |
Lam Research Corp
|
884,666 | $383,352,317 | |
| 3 | KLAC |
Kla Corp
|
1,254,871 | $378,607,127 | |
| 4 | ASML |
Asml Holding NV
|
64,950 | $129,214,120 | |
| 5 | TER |
Teradyne, Inc
|
129,275 | $62,548,415 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
93,487 | $8,061,383 | |
| 7 | ONTO |
Onto Innovation Inc.
|
19,236 | $7,279,864 | |
| 8 | NVMI |
Nova Ltd.
This page
|
6,734 | $3,656,157 |
All Filings in NVMI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,656,157 | 6,734 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,132,895 | 7,214 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,904,005 | 5,798 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,481,624 | 4,635 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,208,204 | 8,024 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,204,780 | 6,536 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $955,600 | 4,852 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $478,765 | 2,298 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $347,807 | 1,483 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $252,234 | 1,422 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||