Position in NVMI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,933,414
+$382,429 QoQ
Shares Held
4,452
-5.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Truvestments Capital LLC holds $12,649,156 across 16 Semiconductor Equipment & Materials names. NVMI ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
14,023 | $4,792,921 | |
| 2 | LRCX |
Lam Research Corp
|
9,176 | $1,960,544 | |
| 3 | NVMI |
Nova Ltd.
This page
|
4,452 | $1,933,414 | |
| 4 | KLAC |
Kla Corp
|
1,211 | $1,783,088 | |
| 5 | CAMT |
Camtek Ltd
|
4,822 | $731,063 | |
| 6 | TER |
Teradyne, Inc
|
1,373 | $407,039 | |
| 7 | PLAB |
Photronics Inc
|
7,478 | $302,185 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
6,544 | $294,676 |
All Filings in NVMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,933,414 | 4,452 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,550,985 | 4,723 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,435,912 | 4,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,262,342 | 4,587 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $830,590 | 4,506 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $991,052 | 5,032 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,030,866 | 4,948 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $983,853 | 4,195 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $751,204 | 4,235 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $593,799 | 4,322 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $528,580 | 4,701 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $549,667 | 4,686 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $536,035 | 5,131 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $453,895 | 5,557 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $499,687 | 5,858 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $521,707 | 5,893 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $660,248 | 6,064 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $900,682 | 6,148 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $624,685 | 6,107 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $630,715 | 6,130 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $594,022 | 6,527 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $390,700 | 5,534 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $259,917 | 4,985 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $141,967 | 2,946 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,611 | 325 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||