Position in NVMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,487
-$1,409 QoQ
Shares Held
23
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#312
of 340 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Arax Advisory Partners holds $100,197,531 across 26 Semiconductor Equipment & Materials names. NVMI ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
32,497 | $23,495,331 | |
| 2 | LRCX |
Lam Research Corp
|
49,337 | $21,379,202 | |
| 3 | KLAC |
Kla Corp
|
53,322 | $16,087,780 | |
| 4 | ASML |
Asml Holding NV
|
7,686 | $15,290,835 | |
| 5 | TER |
Teradyne, Inc
|
16,690 | $8,075,289 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
57,987 | $5,000,219 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,500 | $2,459,925 | |
| 8 | Q |
Qnity Electronics, Inc.
|
12,754 | $2,082,855 |
All Filings in NVMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,487 | 23 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,896 | 32 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,940 | 12 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,835 | 12 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||