Balefire, LLC

Position in NVMI — Nova Ltd.

CIK 1750924 DALLAS, TX

Position in NVMI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$201,430

New position

Shares Held

371

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#269

of 340 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Balefire, LLC holds $5,811,120 across 6 Semiconductor Equipment & Materials names. NVMI ranks #6 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENTG	Entegris Inc	7,898	$1,420,534
2	KLAC	Kla Corp	4,505	$1,359,203
3	AMAT	Applied Materials Inc /De	1,586	$1,146,678
4	LRCX	Lam Research Corp	1,993	$863,626
5	ASML	Asml Holding NV	412	$819,649
6	NVMI	Nova Ltd. This page	371	$201,430

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,430	371	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.