1832 Asset Management L.P.

Position in NVMI — Nova Ltd.

CIK 944388 TORONTO, A6

Position in NVMI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$12,915,052

+$2,896,530 QoQ

Shares Held

29,739

-2.5% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

1832 Asset Management L.P. holds $728,303,110 across 9 Semiconductor Equipment & Materials names. NVMI ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	279,479	$369,144,247
2	AMAT	Applied Materials Inc /De	807,088	$275,854,607
3	KLAC	Kla Corp	198,458	$29,221,154
4	LRCX	Lam Research Corp	130,879	$27,963,607
5	NVMI	Nova Ltd. This page	29,739	$12,915,052
6	TER	Teradyne, Inc	16,400	$4,861,944
7	FORM	Formfactor Inc	49,900	$4,839,801
8	Q	Qnity Electronics, Inc.	15,987	$1,844,580

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,915,052	29,739	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$10,018,522	30,508	-5.5%	Shares	Sole	2026-02-13
2025-09-30	$10,321,501	32,289	-7.2%	Shares	Sole	2025-11-14
2025-06-30	$9,572,556	34,784	+14958.0%	Shares	Sole	2025-08-13
2024-06-30	$54,176	231	-99.9%	Shares	Sole	2024-08-13
2024-03-31	$28,421,774	160,231	-0.0%	Shares	Sole	2024-05-14
2023-12-31	$22,017,709	160,257	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$18,005,691	160,136	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$18,801,313	160,284	+0.0%	Shares	Sole	2023-08-14
2023-03-31	$16,741,526	160,252	+0.2%	Shares	Sole	2023-05-12
2022-12-31	$13,068,800	160,000	0.0%	Shares	Sole	2023-02-15
2022-09-30	$13,648,000	160,000	0.0%	Shares	Sole	2022-11-14
2022-06-30	$14,164,800	160,000	-5.3%	Shares	Sole	2022-08-15
2022-03-31	$18,400,720	169,000	-2.9%	Shares	Sole	2022-05-16
2021-12-31	$25,491,000	174,000	-3.3%	Shares	Sole	2022-02-15
2021-09-30	$18,412,200	180,000	+63.6%	Shares	Sole	2021-11-15
2021-06-30	$11,317,900	110,000	0.0%	Shares	Sole	2021-08-20
2021-03-31	$10,011,100	110,000	+10.0%	Shares	Sole	2021-05-17
2020-12-31	$7,060,000	100,000	+11.1%	Shares	Sole	2021-02-16
2020-09-30	$4,692,600	90,000	0.0%	Shares	Sole	2020-11-16
2020-06-30	$4,337,100	90,000	0.0%	Shares	Sole	2020-08-14
2020-03-31	$2,938,500	90,000	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.