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Jeff Yass’s Navitas Semiconductor NVTS Stock Holding History

Jeff Yass’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
Q2 		$99.9M Buy
5,572,800
+308,500
+6% +$5.89M 0.01% 974
2026
Q1 		$46.2M Buy
5,264,300
+2,932,500
+126% +$27M 0.01% 1354
2025
Q4 		$16.6M Buy
2,331,800
+924,100
+66% +$8.89M ﹤0.01% 2406
2025
Q3 		$10.2M Buy
1,407,700
+817,800
+139% +$5.47M ﹤0.01% 3017
2025
Q2 		$3.86M Buy
589,900
+303,300
+106% +$1.17M ﹤0.01% 4467
2025
Q1 		$588K Sell
286,600
-177,300
-38% -$508K ﹤0.01% 8554
2024
Q4 		$1.66M Sell
463,900
-689,400
-60% -$1.92M ﹤0.01% 5724
2024
Q3 		$2.83M Buy
1,153,300
+1,023,400
+788% +$3.32M ﹤0.01% 4656
2024
Q2 		$511K Buy
129,900
+117,300
+931% +$494K ﹤0.01% 8220
2024
Q1 		$60.1K Sell
12,600
-276,500
-96% -$1.62M ﹤0.01% 11482
2023
Q4 		$2.33M Sell
289,100
-38,600
-12% -$259K ﹤0.01% 5046
2023
Q3 		$2.28M Sell
327,700
-32,000
-9% -$283K ﹤0.01% 4876
2023
Q2 		$3.79M Buy
359,700
+280,700
+355% +$2.17M ﹤0.01% 3978
2023
Q1 		$577K Buy
79,000
+16,500
+26% +$92.5K ﹤0.01% 8218
2022
Q4 		$219K Sell
62,500
-113,000
-64% -$484K ﹤0.01% 9893
2022
Q3 		$851K Buy
175,500
+85,200
+94% +$442K ﹤0.01% 7056
2022
Q2 		$349K Sell
90,300
-95,700
-51% -$662K ﹤0.01% 9166
2022
Q1 		$1.91M Sell
186,000
-222,300
-54% -$2.28M ﹤0.01% 5581
2021
Q4 		$6.95M Buy
+408,300
New +$6.12M ﹤0.01% 3210

Other funds holding NVTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Jeff Yass's NVTS Position: Q2 2026 in Review

Jeff Yass increased its Navitas Semiconductor (NVTS) stake by 113% in Q2 2026, buying an estimated $3.03M and bringing the position to 299,856 shares worth $5.37M. The position accounts for ﹤0.01% of the portfolio, ranked #4470.

Jeff Yass first reported a position in NVTS in Q1 2022 and has held it in 18 quarters since. The position peaked at $45.5M in Q3 2025. 348 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

  • Jeff Yass held 299,856 shares of Navitas Semiconductor worth $5.37M as of Q2 2026.
  • Jeff Yass bought 158,897 Navitas Semiconductor shares in Q2 2026, an estimated $3.03M.
  • Navitas Semiconductor made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4470 holding.
  • Jeff Yass first reported a position in Navitas Semiconductor in Q1 2022 and has held it in 18 quarters since.
  • Jeff Yass's Navitas Semiconductor position peaked at $45.5M in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.