Position
Fidelity 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 $290M$434.24 → $542.81
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 2.93M | $961M | — | — | — | 0.0% |
| Q1 2026 | 2.76M | $1.2B | $434.24 | $291.8M | −$54.6M | 0.1% |
| Q2 2026 | 2.67M | $1.45B | $542.81 | $290M | −$38.1M | 0.1% |