D.E. Shaw & Co
NVTS icon

D.E. Shaw & Co’s Navitas Semiconductor NVTS Stock Holding History

D.E. Shaw & Co’s Portfolio NVTS Stock Details NVTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.1M Buy
695,100
+33,900
+5% +$312K ﹤0.01% 2040
2025
Q4 		$4.72M Buy
661,200
+546,200
+475% +$5.26M ﹤0.01% 2352
2025
Q3 		$830K Buy
+115,000
New +$770K ﹤0.01% 3572

Other funds holding NVTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co's NVTS Position: Q1 2026 in Review

D.E. Shaw & Co increased its Navitas Semiconductor (NVTS) stake by 568% in Q1 2026, buying an estimated $29.5M and bringing the position to 3,767,604 shares worth $33M. The position accounts for 0.02% of the portfolio, ranked #870.

D.E. Shaw & Co first reported a position in NVTS in Q1 2021 and has held it in 13 quarters since. 295 funds tracked by Wall St. Rank hold NVTS as of Q1 2026.

  • D.E. Shaw & Co held 3,767,604 shares of Navitas Semiconductor worth $33M as of Q1 2026.
  • D.E. Shaw & Co bought 3,203,751 Navitas Semiconductor shares in Q1 2026, an estimated $29.5M.
  • Navitas Semiconductor made up 0.02% of D.E. Shaw & Co's portfolio in Q1 2026, its #870 holding.
  • D.E. Shaw & Co first reported a position in Navitas Semiconductor in Q1 2021 and has held it in 13 quarters since.
  • 295 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.