MP
NVMI

Munro Partners’s Nova NVMI Stock Holding History

Munro Partners’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1M Buy
36,962
+15,512
+72% +$7.97M 0.44% 44
2026
Q1 		$9.32M Sell
21,450
-15,030
-41% -$6.62M 0.32% 44
2025
Q4 		$12M Buy
36,480
+12,550
+52% +$4.03M 0.31% 40
2025
Q3 		$7.65M Buy
23,930
+9,445
+65% +$2.61M 0.21% 49
2025
Q2 		$3.99M Buy
14,485
+8,700
+150% +$1.77M 0.12% 48
2025
Q1 		$1.07M Buy
5,785
+2,720
+89% +$628K 0.05% 56
2024
Q4 		$604K Buy
3,065
+360
+13% +$69.2K 0.02% 63
2024
Q3 		$564K Buy
+2,705
New +$577K 0.02% 51

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Munro Partners's NVMI Position: Q2 2026 in Review

Munro Partners increased its Nova (NVMI) stake by 72% in Q2 2026, buying an estimated $7.97M and bringing the position to 36,962 shares worth $20.1M. The position accounts for 0.44% of the portfolio, ranked #44.

Munro Partners first reported a position in NVMI in Q3 2024 and has held it in 8 quarters since. 346 funds tracked by Wall St. Rank hold NVMI as of Q2 2026.

  • Munro Partners held 36,962 shares of Nova worth $20.1M as of Q2 2026.
  • Munro Partners bought 15,512 Nova shares in Q2 2026, an estimated $7.97M.
  • Nova made up 0.44% of Munro Partners's portfolio in Q2 2026, its #44 holding.
  • Munro Partners first reported a position in Nova in Q3 2024 and has held it in 8 quarters since.
  • 346 funds tracked by Wall St. Rank held Nova as of Q2 2026.

Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.