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Equibles

Truvestments Capital LLC

Position in NVMI — Nova Ltd.

CIK 1750405 SARASOTA, FL
Back to NVMI Full portfolio

Position in NVMI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,453,002
+$519,588 QoQ
Shares Held
4,518
+1.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#133
of 343 holders
Holding Since
Mar 2020
26 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, 2026

Truvestments Capital LLC holds $24,547,057 across 17 Semiconductor Equipment & Materials names. NVMI ranks #4 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 14,183 $10,254,309
2 LRCX
Lam Research Corp
 9,254 $4,010,035
3 KLAC
Kla Corp
 13,207 $3,984,683
4 NVMI
Nova Ltd.
This page 		4,518 $2,453,002
5 AMKR
Amkor Technology, Inc.
 10,256 $884,374
6 CAMT
Camtek Ltd
 4,746 $774,167
7 TER
Teradyne, Inc
 1,319 $638,184
8 UCTT
Ultra Clean Holdings, Inc.
 2,768 $394,689

All Filings in NVMI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,453,002 4,518
2026-03-31 $1,933,414 4,452
2025-12-31 $1,550,985 4,723
2025-09-30 $1,435,912 4,492
2025-06-30 $1,262,342 4,587
2025-03-31 $830,590 4,506
2024-12-31 $991,052 5,032
2024-09-30 $1,030,866 4,948
2024-06-30 $983,853 4,195
2024-03-31 $751,204 4,235
2023-12-31 $593,799 4,322
2023-09-30 $528,580 4,701
2023-06-30 $549,667 4,686
2023-03-31 $536,035 5,131
2022-12-31 $453,895 5,557
2022-09-30 $499,687 5,858
2022-06-30 $521,707 5,893
2022-03-31 $660,248 6,064
2021-12-31 $900,682 6,148
2021-09-30 $624,685 6,107
2021-06-30 $630,715 6,130
2021-03-31 $594,022 6,527
2020-12-31 $390,700 5,534
2020-09-30 $259,917 4,985
2020-06-30 $141,967 2,946
2020-03-31 $10,611 325