John Overdeck’s Navitas Semiconductor NVTS Stock Holding History

John Overdeck’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	$49.3M	Buy	2,748,653 +2,320,591	+542%	+$44.3M	0.04%	562
2026 Q1	$3.75M	Sell	428,062 -1,301,985	-75%	-$12M	﹤0.01%	2230
2025 Q4	$12.4M	Buy	1,730,047 +1,384,313	+400%	+$13.3M	0.02%	990
2025 Q3	$2.5M	Buy	345,734 +324,284	+1,512%	+$2.17M	﹤0.01%	1983
2025 Q2	$140K	Sell	21,450 -400	-2%	-$1.54K	﹤0.01%	2967
2025 Q1	$44.8K	Buy	+21,850	New	+$62.6K	﹤0.01%	3054
2023 Q4	–	Sell	-487,092	Closed	-$3.39M	–	3306
2023 Q3	$3.39M	Sell	487,092 -543,629	-53%	-$4.81M	0.01%	1090
2023 Q2	$10.9M	Buy	+1,030,721	New	+$7.98M	0.03%	605
2022 Q3	–	Sell	-250,495	Closed	-$967K	–	2709
2022 Q2	$967K	Buy	+250,495	New	+$1.73M	﹤0.01%	1562

Other funds holding NVTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

John Overdeck's NVTS Position: Q2 2026 in Review

John Overdeck increased its Navitas Semiconductor (NVTS) stake by 542% in Q2 2026, buying an estimated $44.3M and bringing the position to 2,748,653 shares worth $49.3M. The position accounts for 0.04% of the portfolio, ranked #562.

John Overdeck first reported a position in NVTS in Q2 2022 and has held it in 9 quarters since. 347 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

John Overdeck held 2,748,653 shares of Navitas Semiconductor worth $49.3M as of Q2 2026.
John Overdeck bought 2,320,591 Navitas Semiconductor shares in Q2 2026, an estimated $44.3M.
Navitas Semiconductor made up 0.04% of John Overdeck's portfolio in Q2 2026, its #562 holding.
John Overdeck first reported a position in Navitas Semiconductor in Q2 2022 and has held it in 9 quarters since.
347 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.