Position in NVMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,666,277
-$2,235,619 QoQ
Shares Held
34,380
-28.6% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
5.89%
of 13F equity value
Holder Rank
#63
of 340 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Montanaro Asset Management Ltd holds $29,367,947 across 2 Semiconductor Equipment & Materials names. NVMI ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
This page
|
34,380 | $18,666,277 | |
| 2 | ENTG |
Entegris Inc
|
59,500 | $10,701,670 |
All Filings in NVMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,666,277 | 34,380 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,901,896 | 48,130 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $20,895,455 | 63,630 | Shares | Sole | 2026-03-10 | |
| 2025-09-30 | $23,552,548 | 73,680 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,767,616 | 71,830 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,820,161 | 64,125 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,959,928 | 75,958 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $22,991,985 | 110,358 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $31,215,943 | 133,100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $26,092,598 | 147,100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $24,936,285 | 181,500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $23,412,819 | 208,225 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,424,792 | 208,225 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,282,640 | 270,725 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $24,563,218 | 300,725 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $24,299,837 | 284,875 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $24,334,683 | 274,875 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $39,311,124 | 361,050 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $61,537,325 | 420,050 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $38,363,864 | 375,050 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $34,473,294 | 335,050 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,582,243 | 94,300 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,671,200 | 52,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||