Position in NVMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$21,717
+$4,346 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#304
of 340 holders
Holding Since
Jun 2025
5 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, 2026GAMMA Investing LLC holds $66,598,358 across 26 Semiconductor Equipment & Materials names. NVMI ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
24,813 | $17,939,799 | |
| 2 | LRCX |
Lam Research Corp
|
39,912 | $17,295,066 | |
| 3 | KLAC |
Kla Corp
|
37,363 | $11,272,790 | |
| 4 | ASML |
Asml Holding NV
|
3,499 | $6,961,050 | |
| 5 | TER |
Teradyne, Inc
|
6,515 | $3,152,217 | |
| 6 | Q |
Qnity Electronics, Inc.
|
9,334 | $1,524,335 | |
| 7 | ATEYY |
Advantest Corp
|
5,684 | $1,182,613 | |
| 8 | ENTG |
Entegris Inc
|
5,831 | $1,048,763 |
All Filings in NVMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,717 | 40 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $17,371 | 40 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $13,135 | 40 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $12,786 | 40 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $11,008 | 40 | Shares | Defined | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||