Position in NVMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$728,625
New position
Shares Held
1,342
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 340 holders
Holding Since
Jun 2026
1 quarter on record
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MAVERICK CAPITAL LTD holds $16,975,680 across 18 Semiconductor Equipment & Materials names. NVMI ranks #10 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
980 | $1,949,651 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,468 | $1,784,364 | |
| 3 | LRCX |
Lam Research Corp
|
4,083 | $1,769,286 | |
| 4 | KLAC |
Kla Corp
|
5,599 | $1,689,274 | |
| 5 | TER |
Teradyne, Inc
|
2,101 | $1,016,547 | |
| 6 | ENTG |
Entegris Inc
|
4,801 | $863,507 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,896 | $799,565 | |
| 8 | ONTO |
Onto Innovation Inc.
|
2,075 | $785,283 |
All Filings in NVMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,625 | 1,342 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||