Position in NVMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,085,880
+$217,320 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#166
of 340 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Davis Investment Partners, LLC holds $1,305,672 across 2 Semiconductor Equipment & Materials names. NVMI ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
This page
|
2,000 | $1,085,880 | |
| 2 | AMAT |
Applied Materials Inc /De
|
304 | $219,792 |
All Filings in NVMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,880 | 2,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $868,560 | 2,000 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||