What smart money is saying about Nova Limited
NVMI
No fund has written a full thesis on Nova Limited in our archive, but 2 fund letters report a position in it — most recently Granahan Investment Management Focused Growth Strategy in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Nova Limited — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“As noted above, Direct AI beneficiaries and a few other stocks in the portfolio rose sharply and in a number of instances prices raced ahead of fundamentals compressing future expected returns. We exited several positions including Credo Technology (CRDO), Semtech (SMTC), Nova Limited (NVMI), Universal Technical Institute (UTI) and Comfort Systems (FIX), entirely, and trimmed others, such as Modine (MOD), Forgent Power Solutions (FPS), Onto Innovation (ONTO), TTM Technologies (TTMI), and Carpenter Technology Corp (CRS).”
116 more words on why — unlock Granahan Investment Management Focused Growth Strategy’s full commentNova Limited - March 2026
“Faring better was semiconductor equipment company Nova, which saw a 32% leap.”
Nova Limited
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