Position in NVMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,035,989
-$693,773 QoQ
Shares Held
24,010
-24.1% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#74
of 340 holders
Holding Since
Dec 2025
3 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, 2026MIZUHO MARKETS AMERICAS LLC holds $218,287,924 across 7 Semiconductor Equipment & Materials names. NVMI ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
491,709 | $148,353,522 | |
| 2 | LRCX |
Lam Research Corp
|
111,532 | $48,330,161 | |
| 3 | NVMI |
Nova Ltd.
This page
|
24,010 | $13,035,989 | |
| 4 | COHU |
Cohu Inc
|
97,555 | $7,210,290 | |
| 5 | AMAT |
Applied Materials Inc /De
|
730 | $527,790 | |
| 6 | TER |
Teradyne, Inc
|
877 | $424,327 | |
| 7 | ASML |
Asml Holding NV
|
204 | $405,845 |
All Filings in NVMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,035,989 | 24,010 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $13,729,762 | 31,615 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,056,405 | 42,804 | Shares | Defined | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||