Position in NVMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$194,915
+$39,009 QoQ
Shares Held
359
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#272
of 340 holders
Holding Since
Jun 2022
17 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, 2026ESSEX INVESTMENT MANAGEMENT CO LLC holds $27,779,629 across 12 Semiconductor Equipment & Materials names. NVMI ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHU |
Cohu Inc
|
131,170 | $9,694,774 | |
| 2 | ASML |
Asml Holding NV
|
3,538 | $7,038,638 | |
| 3 | AMBA |
Ambarella Inc
|
79,997 | $6,863,742 | |
| 4 | ACMR |
ACM Research, Inc.
|
11,770 | $1,493,495 | |
| 5 | ASYS |
Amtech Systems Inc
|
37,761 | $871,523 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
3,350 | $634,657 | |
| 7 | CAMT |
Camtek Ltd
|
2,943 | $480,062 | |
| 8 | TRT |
Trio-Tech International
|
22,115 | $272,456 |
All Filings in NVMI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,915 | 359 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $155,906 | 359 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $117,892 | 359 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $114,757 | 359 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $247,680 | 900 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $165,897 | 900 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $177,255 | 900 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,004,615 | 4,822 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,130,903 | 4,822 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $855,326 | 4,822 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $662,494 | 4,822 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $542,185 | 4,822 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $565,620 | 4,822 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $503,754 | 4,822 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $393,860 | 4,822 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $411,316 | 4,822 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $426,891 | 4,822 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||