Position in NVMI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$163,975,006
+$56,451,912 QoQ
Shares Held
377,579
+15.3% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
6.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 97.51548682527365.ToString("F0")%
Shared 0.ToString("F0")%
None 2.4845131747263487.ToString("F0")%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Y.D. More Investments Ltd holds $293,785,061 across 7 Semiconductor Equipment & Materials names. NVMI ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
This page
|
377,579 | $163,975,006 | |
| 2 | CAMT |
Camtek Ltd
|
783,365 | $118,765,966 | |
| 3 | ASML |
Asml Holding NV
|
3,332 | $4,401,005 | |
| 4 | LRCX |
Lam Research Corp
|
14,023 | $2,996,154 | |
| 5 | KLAC |
Kla Corp
|
13,591 | $2,001,152 | |
| 6 | AMAT |
Applied Materials Inc /De
|
2,560 | $874,982 | |
| 7 | TER |
Teradyne, Inc
|
2,600 | $770,796 |
All Filings in NVMI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,975,006 | 377,579 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $107,523,094 | 327,425 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $105,417,473 | 329,780 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $87,523,231 | 318,035 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $54,915,776 | 297,921 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $58,357,663 | 296,307 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $47,620,897 | 228,573 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $67,775,885 | 288,986 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,809,276 | 10,200 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,415,117 | 10,300 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $550,956 | 4,900 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $31,446 | 385 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||