Brown Capital Management’s Camtek CAMT Stock Holding History

Brown Capital Management’s Portfolio CAMT Stock Details CAMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.2M	Sell	178,944 -441,154	-71%	-$78.2M	5.84%	1
2026 Q1	$94M	Sell	620,098 -454,955	-42%	-$69M	13.35%	1
2025 Q4	$114M	Sell	1,075,053 -78,890	-7%	-$8.86M	9.38%	1
2025 Q3	$121M	Buy	1,153,943 +13,806	+1%	+$1.24M	5%	2
2025 Q2	$96.4M	Buy	1,140,137 +38,485	+3%	+$2.6M	2.8%	15
2025 Q1	$64.6M	Buy	1,101,652 +30,304	+3%	+$2.44M	1.95%	19
2024 Q4	$86.5M	Buy	+1,071,348	New	+$84.2M	2.01%	19

Other funds holding CAMT

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Brown Capital Management's CAMT Position: Q2 2026 in Review

Brown Capital Management reduced its Camtek (CAMT) stake by 71% in Q2 2026, selling an estimated $78.2M and leaving 178,944 shares worth $29.2M. The position accounts for 5.84% of the portfolio, ranked #1.

Brown Capital Management first reported a position in CAMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $121M in Q3 2025. 235 funds tracked by Wall St. Rank hold CAMT as of Q2 2026.

Brown Capital Management held 178,944 shares of Camtek worth $29.2M as of Q2 2026.
Brown Capital Management sold 441,154 Camtek shares in Q2 2026, an estimated $78.2M.
Camtek made up 5.84% of Brown Capital Management's portfolio in Q2 2026, its #1 holding.
Brown Capital Management first reported a position in Camtek in Q4 2024 and has held it in 7 quarters since.
Brown Capital Management's Camtek position peaked at $121M in Q3 2025.
235 funds tracked by Wall St. Rank held Camtek as of Q2 2026.

Based on Brown Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.