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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 0 listed it in both
Shares listed
27,140,392
combined, among listed positions
Reported value
$194m
combined, at the quarter end

Among the 92 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 +9,543,147.

Managers listing NVTS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Davidson Kempner Capital Management LP9,629,629$69m0.80%Newnew17 Feb 2026 (the filing on sec.gov)
Invesco Ltd4,737,624$34munder 0.1%Added+3,413,39419 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP4,208,195$30munder 0.1%Trimmed-2,087,40617 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP1,973,958$14munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,730,047$12munder 0.1%Added+1,384,31317 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,689,253$12munder 0.1%Added+232,67017 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC812,685$5.8munder 0.1%Trimmed-160,91313 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.563,853$4.0munder 0.1%Trimmed-329,99617 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)400,275$2.9munder 0.1%Added+218,69817 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP340,073$2.4munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP335,943$2.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP179,650$1.3munder 0.1%Added+14,70017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC142,920$1.0munder 0.1%Trimmed-709,72517 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP124,559$889kunder 0.1%Added+109,26510 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc117,472$839kunder 0.1%Added+44,29417 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC67,495$482kunder 0.1%Added+19,88417 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd62,367$444kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC12,727$91kunder 0.1%Trimmed-1,071,69412 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC11,636$83kunder 0.1%Trimmed-52027 Oct 2026 (the filing on sec.gov)
Walleye Capital LLC31$00.00%Newnew13 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

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 (5)

Exited (4)

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 →