Position in NVMI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$28,986,452
+$3,928,982 QoQ
Shares Held
66,746
-12.5% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 97.90848889821113.ToString("F0")%
Shared 0.ToString("F0")%
None 2.0915111017888712.ToString("F0")%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LOOMIS SAYLES & CO L P holds $115,917,485 across 9 Semiconductor Equipment & Materials names. NVMI ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
This page
|
66,746 | $28,986,452 | |
| 2 | Q |
Qnity Electronics, Inc.
|
211,390 | $24,390,178 | |
| 3 | KLAC |
Kla Corp
|
124,783 | $18,373,173 | |
| 4 | ONTO |
Onto Innovation Inc.
|
81,072 | $16,625,434 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
231,058 | $14,367,186 | |
| 6 | LRCX |
Lam Research Corp
|
36,730 | $7,847,730 | |
| 7 | ASML |
Asml Holding NV
|
3,969 | $5,242,373 | |
| 8 | AMAT |
Applied Materials Inc /De
|
200 | $68,358 |
All Filings in NVMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,986,452 | 66,746 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $25,057,470 | 76,304 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $28,024,911 | 87,671 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $21,764,467 | 79,086 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $22,590,010 | 122,552 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $24,688,469 | 125,354 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $26,931,695 | 129,268 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $38,981,934 | 166,213 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $42,370,937 | 238,871 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $37,392,337 | 272,162 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $30,745,930 | 273,443 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $31,680,148 | 270,078 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $26,874,802 | 257,249 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,777,831 | 242,138 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $20,502,366 | 240,356 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,218,389 | 284,857 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $34,848,894 | 320,067 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $52,273,836 | 356,818 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $36,875,033 | 360,495 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $36,059,137 | 350,463 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $30,641,519 | 336,683 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,285,660 | 273,168 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,872,767 | 170,172 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||