Navitas Semiconductor (NVTS)Capricorn Investment Group LLC reduced its stake -1.19M shares

7.99M

Shares reported · -1.19M vs prior quarter

6.9%

Disclosed portfolio weight

$57.1M

Reported value

Holdings as of

Dec 31, 2025

Filed

Feb 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

What came next

1. Feb 24, 2026Company filing · Form 8-K · ResultsReported its results
2. Feb 24, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On February 24, 2026, Navitas Semiconductor Corporation (the “Company”) announced that it had reached a mutual decision with Todd Glickman regarding his departure as Senior Vice President, Chief Financial Officer and Treasurer of the Company in order for Mr. Glickman to pursue new opportunities.”
3. Mar 11, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On March 11, 2026, Navitas Semiconductor Corporation (the “Company”) announced that Tonya Stevens, age 54, will be appointed the Company’s Chief Financial Officer and Treasurer, effective March 30, 2026 (the “Transition Date”).”
4. Mar 13, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“As previously disclosed in the Current Reports on Form 8-K filed by Navitas Semiconductor Corporation (the “Company”) on February 24, 2026 and March 11, 2026 , the Company and Todd Glickman, the former Senior Vice President, Chief Financial Officer and Treasurer of the Company, reached a mutual decision regarding his departure to pursue new opportunities, with Mr. Glickman agreeing to remain with the Company as a…”
5. Apr 7, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On April 7, 2026, the Board of Directors (the “ Board ”) of Navitas Semiconductor Corporation (the “ Company ”) expanded the size of the Board from eight to ten members and designated the two newly created director positions as Class III directors.”
6. Apr 28, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On April 28, 2026, the Board of Directors (the “Board”) of Navitas Semiconductor Corporation (the “Company”) appointed Davin D. Lee to serve as a Class III director of the Board, effective April 30, 2026, to hold office until the expiration of his term at the Company’s 2027 annual meeting of stockholders.”
7. May 5, 2026Company filing · Form 8-K · ResultsReported its results
8. May 11, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
9. May 18, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
10. Jun 9, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 9, 2026, Dr. Ranbir Singh resigned as a member of the board of directors (the “Board”) of Navitas Semiconductor Corporation (the “Company”), effective immediately.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Navitas Semiconductor

For Navitas Semiconductor, OQRO holds 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its NVTS page.

How this filing works

• SEC Form 13F

Other disclosures at Navitas Semiconductor

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRFeb 17, 2026
• SEC Form 4Sep 17, 2025
• SEC Form 4Sep 16, 2025

Everything OQRO holds on this company is on its NVTS page.