Position in NVMI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$189,039,907
+$17,496,528 QoQ
Shares Held
435,295
-16.7% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 92.15956994681768.ToString("F0")%
Shared 0.ToString("F0")%
None 7.840430053182325.ToString("F0")%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $4,864,512,603 across 26 Semiconductor Equipment & Materials names. NVMI ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
11,793,519 | $2,519,803,263 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,004,192 | $1,026,802,776 | |
| 3 | ASML |
Asml Holding NV
|
466,787 | $616,546,268 | |
| 4 | NVMI |
Nova Ltd.
This page
|
435,295 | $189,039,907 | |
| 5 | ONTO |
Onto Innovation Inc.
|
579,203 | $118,777,155 | |
| 6 | TER |
Teradyne, Inc
|
340,416 | $100,919,725 | |
| 7 | KLAC |
Kla Corp
|
582,062 | $85,703,388 | |
| 8 | FORM |
Formfactor Inc
|
493,767 | $47,890,459 |
All Filings in NVMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189,039,907 | 435,295 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $171,543,379 | 522,377 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $190,843,091 | 597,019 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $173,346,827 | 629,894 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $109,496,441 | 594,024 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $132,833,517 | 674,453 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $137,771,489 | 661,282 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $72,088,891 | 307,376 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $33,871,596 | 190,955 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||