Position in NVMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,043,530
-$2,928,982 QoQ
Shares Held
1,922
-86.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#169
of 340 holders
Holding Since
Mar 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, 2026SIH Partners, LLLP holds $97,614,503 across 7 Semiconductor Equipment & Materials names. NVMI ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
100,003 | $30,171,905 | |
| 2 | AMAT |
Applied Materials Inc /De
|
39,002 | $28,198,446 | |
| 3 | LRCX |
Lam Research Corp
|
58,341 | $25,280,905 | |
| 4 | ASML |
Asml Holding NV
|
4,990 | $9,927,305 | |
| 5 | CAMT |
Camtek Ltd
|
14,812 | $2,416,133 | |
| 6 | NVMI |
Nova Ltd.
This page
|
1,922 | $1,043,530 | |
| 7 | AXTI |
Axt Inc
|
7,995 | $576,279 |
All Filings in NVMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,530 | 1,922 | Shares | Other | 2026-08-14 | |
| 2025-06-30 | $3,972,512 | 14,435 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,127,536 | 11,542 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||