MORGAN STANLEY

Position in NVMI — Nova Ltd.

CIK 895421 NEW YORK, NY

Back to NVMI Full portfolio

Position in NVMI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$35,913,649

+$7,727,283 QoQ

Shares Held

82,697

-3.7% QoQ

Ownership

0.260%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86.41909621872618.ToString("F0")% Shared 0.ToString("F0")% None 13.580903781273806.ToString("F0")%

Common Shares in NVMI Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

MORGAN STANLEY holds $12,836,157,880 across 29 Semiconductor Equipment & Materials names. NVMI ranks #19 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	18,971,122	$4,053,369,917
2	AMAT	Applied Materials Inc /De	11,843,881	$4,048,120,075
3	ASML	Asml Holding NV	1,785,366	$2,358,164,961
4	TER	Teradyne, Inc	2,172,070	$643,931,864
5	Q	Qnity Electronics, Inc.	3,168,681	$365,602,407
6	KLAC	Kla Corp	1,773,150	$261,080,371
7	ENTG	Entegris Inc	1,930,013	$226,274,717
8	FORM	Formfactor Inc	1,308,918	$126,951,951

All Filings in NVMI

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,913,649	82,697	-3.7%	Shares	Defined	2026-05-15
2025-12-31	$28,186,366	85,832	+6.2%	Shares	Defined	2026-05-27
2025-09-30	$25,838,433	80,831	+8.5%	Shares	Defined	2026-05-27
2025-06-30	$20,500,471	74,493	-62.0%	Shares	Defined	2025-08-15
2025-03-31	$36,157,800	196,158	-4.6%	Shares	Defined	2025-05-15
2024-12-31	$40,503,354	205,653	-43.7%	Shares	Defined	2025-05-15
2024-09-30	$76,162,225	365,567	-6.5%	Shares	Defined	2025-05-14
2024-06-30	$91,717,879	391,071	+16.3%	Shares	Defined	2025-05-14
2024-03-31	$59,645,619	336,259	+28.4%	Shares	Defined	2024-10-17
2023-12-31	$35,987,521	261,937	-11.2%	Shares	Defined	2024-08-16
2023-09-30	$33,159,565	294,909	+18.2%	Shares	Defined	2023-11-15
2023-06-30	$29,269,749	249,529	+56.2%	Shares	Defined	2023-08-14
2023-03-31	$16,694,093	159,798	+1.4%	Shares	Defined	2023-05-15
2022-12-31	$12,866,720	157,526	+5.0%	Shares	Defined	2023-02-14
2022-09-30	$12,795,424	150,005	+2.8%	Shares	Defined	2022-11-14
2022-06-30	$12,920,419	145,944	+21.2%	Shares	Defined	2022-10-27
2022-03-31	$13,108,823	120,397	-6.5%	Shares	Defined	2022-10-27
2021-12-31	$18,858,211	128,725	+28.6%	Shares	Defined	2022-02-14
2021-09-30	$10,242,603	100,133	+4.6%	Shares	Defined	2021-11-15
2021-06-30	$9,850,070	95,734	+565.1%	Shares	Defined	2021-08-23
2021-03-31	$1,309,996	14,394	-89.4%	Shares	Defined	2021-05-17
2020-12-31	$9,587,903	135,806	-36.8%	Shares	Defined	2021-02-16
2020-09-30	$11,202,017	214,845	+34.5%	Shares	Defined	2020-11-13
2020-06-30	$7,698,400	159,751	+55.4%	Shares	Defined	2020-08-14
2020-03-31	$3,357,040	102,819	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.