Position in NVMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,819,391
+$359,776 QoQ
Shares Held
3,351
-0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#146
of 340 holders
Holding Since
Dec 2020
23 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, 2026Morse Asset Management, Inc holds $44,647,581 across 8 Semiconductor Equipment & Materials names. NVMI ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
90,995 | $27,454,101 | |
| 2 | LRCX |
Lam Research Corp
|
22,591 | $9,789,358 | |
| 3 | AMAT |
Applied Materials Inc /De
|
3,228 | $2,333,844 | |
| 4 | TER |
Teradyne, Inc
|
3,918 | $1,895,685 | |
| 5 | NVMI |
Nova Ltd.
This page
|
3,351 | $1,819,391 | |
| 6 | Q |
Qnity Electronics, Inc.
|
6,959 | $1,136,474 | |
| 7 | ONTO |
Onto Innovation Inc.
|
415 | $157,056 | |
| 8 | ASML |
Asml Holding NV
|
31 | $61,672 |
All Filings in NVMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,819,391 | 3,351 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,459,615 | 3,361 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,151,992 | 3,508 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,153,333 | 3,608 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,070,528 | 3,890 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $706,905 | 3,835 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $695,233 | 3,530 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $839,610 | 4,030 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $915,839 | 3,905 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $692,668 | 3,905 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $638,863 | 4,650 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $734,233 | 6,530 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $760,104 | 6,480 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $654,504 | 6,265 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $397,781 | 4,870 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,091,413 | 12,795 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,230,124 | 13,895 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,477,501 | 13,570 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,074,440 | 14,160 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,364,037 | 13,335 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,271,720 | 12,360 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $999,289 | 10,980 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $698,940 | 9,900 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||