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Navitas Semiconductor Corporation

NVTS Technology
$13.09 +$0.22 (1.71%)
Market Cap: $3.23 B
Gurus Holding
3
Popularity Rank
#2871
% of Shares Held
1.48%
Net Activity (Q1 2026)
+$12.73 M

Guru Ownership Trend

Guru Analysis for Navitas Semiconductor Corporation (NVTS)

Navitas Semiconductor Corporation (NVTS), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $47.94 M.

Top institutional holders include Steven Cohen and Jefferies Group.

Institutional sentiment is currently Bullish. This is evidenced by a $12.73 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 73.7%. Conversely, Cliff Asness reduced exposure by 5.9%.

Key Holders

Top 5 by Value

$30.07 M
$1.49 M
$557,044

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$12.76 M
Total Buy Value
New Buys 0
Additions 1
-$34,887.05
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
1

FAQs for Navitas Semiconductor Corporation (NVTS)

Major holders include Steven Cohen ($30.07 M), Jefferies Group ($1.49 M), Cliff Asness ($557,044). According to the latest reported data, 3 tracked investment managers collectively hold approximately 3.66 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.73 M, with 1 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited NVTS. The total reported sell value was $34,887.05.

Yes, 0 managers opened new positions in NVTS, and 1 increased their existing holdings. The total reported buy value was $12.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 73.7% 3,428,999 $30.07 M Q1 2026
0.01% 170,068 $1.49 M Q1 2026
0.00% Reduce -5.9% 63,517 $557,044 Q1 2026
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