Here’s Baron Opportunity Fund’s Updates on Nova Ltd (NVMI)
Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here.
Nova Ltd. (NVMI)
Market is closed
Sector: Optical Instruments & Lenses
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 510,866 | $221,858,886 | -10% | 0.35% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 190,399 | $82,434,205 | +339% | 0.04% |
| 3. | Royce & Associates Chuck Royce | 65,830 | $28,588,652 | -22% | 0.28% |
| 4. | BAMCO Inc. Ron Baron | 59,858 | $25,995,132 | -62% | 0.08% |
| 5. | Sphera Global Healthcare Fund Doron Breen And Mori Arkin | 53,366 | $23,175,786 | +12% | 3.68% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $514.49 | 426 | $219,172.74 | 2,437 | 2026-05-18 | Filing | |
| $514.49 | 426 | $219,172.74 | 2,437 | 2026-05-18 | Filing | |
| $514.49 | 426 | $219,172.74 | 2,038 | 2026-05-18 | Filing | |
| $425.00 | 55 | $23,375.00 | 2,464 | 2026-04-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,759,193 | $1,198,154,293 | 0.06% | |
| 2. | 1,568,657 | $681,236,362 | 5.91% | |
| 3. | 11,910 | $511,757,076 | 2% | |
| 4. | 1,165,333 | $506,080,815 | 2.4% | |
| 5. | 841,970 | $371,820,688 | 0% |
News See All
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Nova Ltd. (NASDAQ:NVMI) Q4 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Nova Ltd. Fourth Quarter and Full Year 2025 Financial Results Conference Call [Operator Instructions] Please note, this event is being recorded.
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TheFly reported on January 20 that Needham upgraded NVMI from Hold to Buy with a $500 price target.
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