Position
EWA, LLC in Nova Ltd.
Back to the book · All holders of NVMI
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $85.3K$328.39 → $434.28
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 808 | $265.3K | — | — | — | 0.1% |
| Q1 2026 | 806 | $350K | $434.28 | $85.3K | −$657 | 0.1% |