Munro Partners

Position in NVMI — Nova Ltd.

CIK 1768744 MELBOURNE, C3

Position in NVMI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$20,068,148

+$10,752,842 QoQ

Shares Held

36,962

+72.3% QoQ

Ownership

0.116%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#61

of 340 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Munro Partners holds $323,673,615 across 5 Semiconductor Equipment & Materials names. NVMI ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	278,565	$201,402,495
2	ONTO	Onto Innovation Inc.	136,375	$51,611,118
3	UCTT	Ultra Clean Holdings, Inc.	183,547	$26,171,966
4	TER	Teradyne, Inc	50,471	$24,419,888
5	NVMI	Nova Ltd. This page	36,962	$20,068,148

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,068,148	36,962	+72.3%	Shares	Sole	2026-08-10
2026-03-31	$9,315,306	21,450	-41.2%	Shares	Sole	2026-05-06
2025-12-31	$11,979,667	36,480	+52.4%	Shares	Sole	2026-02-17
2025-09-30	$7,649,463	23,930	+65.2%	Shares	Sole	2025-10-15
2025-06-30	$3,986,272	14,485	+150.4%	Shares	Sole	2025-10-15
2025-03-31	$1,066,349	5,785	+88.7%	Shares	Sole	2025-10-14
2024-12-31	$603,651	3,065	+13.3%	Shares	Sole	2025-10-15
2024-09-30	$563,559	2,705	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.