Davidson Kempner Capital Management LP

Position in NVTS — Navitas Semiconductor Corp

CIK 1595082 New York, NY

Position in NVTS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,480,000

-$64,275,551 QoQ

Shares Held

250,000

-97.4% QoQ

Ownership

0.136%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#57

of 347 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Davidson Kempner Capital Management LP holds $221,149,642 across 5 Semiconductors names. NVTS ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRS	Cerebras Systems Inc.	339,218	$74,967,178
2	MU	Micron Technology Inc	55,000	$63,485,950
3	VSH	Vishay Intertechnology Inc	896,300	$48,203,014
4	NVDA	Nvidia Corp	150,000	$30,013,500
5	NVTS	Navitas Semiconductor Corp This page	250,000	$4,480,000

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,480,000	250,000	-97.4%	Shares	Sole	2026-08-14
2025-12-31	$68,755,551	9,629,629	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.