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NVTS in the 13F filings

Navitas Semiconductor Corp · CUSIP 63942X106

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q4 2024Q3 2024Q2 2024Q3 2023Q2 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 0 listed it in both
Shares listed
17,805,716
combined, among listed positions
Reported value
$156m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -9,334,676.

Managers listing NVTS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
D. E. Shaw & Co.3,767,604$33munder 0.1%Added+3,203,75115 May 2026 (the filing on sec.gov)
Point72 Asset Management LP3,428,999$30munder 0.1%Added+1,455,04115 May 2026 (the filing on sec.gov)
Citadel Advisors LLC2,584,734$23munder 0.1%Added+895,48115 May 2026 (the filing on sec.gov)
Invesco Ltd1,946,656$17munder 0.1%Trimmed-2,790,96812 May 2026 (the filing on sec.gov)
Jane Street Group LLC1,550,832$14munder 0.1%Added+1,538,10512 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC1,344,739$12m0.08%Newnew15 May 2026 (the filing on sec.gov)
Millennium Management LLC1,289,781$11munder 0.1%Added+1,146,86115 May 2026 (the filing on sec.gov)
Two Sigma Investments LP428,062$3.8munder 0.1%Trimmed-1,301,98515 May 2026 (the filing on sec.gov)
Marshall Wace LLP273,135$2.4munder 0.1%Trimmed-66,93815 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc173,392$1.5munder 0.1%Added+55,92015 May 2026 (the filing on sec.gov)
AllianceBernstein LP204,166$1.5munder 0.1%Added+24,51615 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP140,959$1.2munder 0.1%Trimmed-4,067,23615 May 2026 (the filing on sec.gov)
Holocene Advisors LP130,048$1.1munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP107,459$942kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC87,154$764kunder 0.1%Trimmed-725,53115 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)81,850$718kunder 0.1%Trimmed-318,42515 May 2026 (the filing on sec.gov)
Walleye Capital LLC71,277$625kunder 0.1%Added+71,24613 May 2026 (the filing on sec.gov)
AQR Capital Management LLC63,517$557kunder 0.1%Trimmed-3,97815 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd62,367$547kunder 0.1%Held018 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC36,355$319kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Quantbot Technologies LP19,746$173kunder 0.1%Trimmed-104,81313 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC12,884$113kunder 0.1%Added+1,24827 Oct 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2023 to 3 in Q2 2026

Tracked managers listing it, at least.

0123Q2 2023Q3 2023Q2 2024Q3 2024Q4 2024Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NVTS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20231$1.4mn.a.n.a.
Q3 20232$12mn.a.n.a.
Q2 20242$18m20
Q3 20241$20m10
Q4 20241$26m01
Q4 20251$69m1310
Q1 20261$12m1310
Q2 20263$186m1612

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NVTS and NVDA →NVTS and AVGO →NVTS and MU →Choose a stock to compare with NVTS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NVTS, latest filings →Back to the 13F Explorer →