Position in NVMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$160,314,976
-$28,724,931 QoQ
Shares Held
295,272
-32.2% QoQ
Ownership
0.928%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#18
of 340 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $12,366,965,290 across 25 Semiconductor Equipment & Materials names. NVMI ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
13,065,549 | $5,661,694,340 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,368,605 | $2,435,501,415 | |
| 3 | KLAC |
Kla Corp
|
5,409,031 | $1,631,958,735 | |
| 4 | ASML |
Asml Holding NV
|
801,824 | $1,595,180,654 | |
| 5 | TER |
Teradyne, Inc
|
726,758 | $351,634,586 | |
| 6 | ONTO |
Onto Innovation Inc.
|
540,583 | $204,583,633 | |
| 7 | NVMI |
Nova Ltd.
This page
|
295,272 | $160,314,976 | |
| 8 | VECO |
Veeco Instruments Inc
|
1,147,664 | $86,992,930 |
All Filings in NVMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,314,976 | 295,272 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||