Nova Ltd. (NVMI) Gained from AI-Driven Momentum
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here.
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $501.30 | 2,966 | $1,486,855.80 | 28,714 | 2026-07-02 | Filing | |
| $581.20 | 366 | $212,719.20 | 2,006 | 2026-06-22 | Filing | |
| $536.52 | 454 | $243,580.08 | 1,951 | 2026-06-23 | Filing | |
| $581.20 | 366 | $212,719.20 | 2,405 | 2026-06-22 | Filing | |
| $536.52 | 454 | $243,580.08 | 1,951 | 2026-06-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 723 | $392,546 | 0.04% | |
| 2. | 54 | $29,319 | 0.01% | |
| 3. | 45 | $24,432 | 0% | |
| 4. | 2 | $1,086 | 0% |