Telemark Asset Management’s Camtek CAMT Stock Holding History

Telemark Asset 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	–	Sell	-70,000	Closed	-$10.6M	–	58
2026 Q1	$10.6M	Hold	70,000	–	–	0.98%	38
2025 Q4	$7.44M	Buy	70,000 +40,000	+133%	+$4.49M	0.74%	45
2025 Q3	$3.15M	Buy	+30,000	New	+$2.69M	0.3%	46
2024 Q3	–	Sell	-120,000	Closed	-$15M	–	60
2024 Q2	$15M	Sell	120,000 -55,000	-31%	-$5.25M	1.31%	30
2024 Q1	$14.7M	Hold	175,000	–	–	1.51%	27
2023 Q4	$12.1M	Buy	+175,000	New	+$10.7M	1.81%	22

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

Telemark Asset Management's CAMT Position: Q2 2026 in Review

Telemark Asset Management sold out of Camtek (CAMT) in Q2 2026, closing a stake of 70,000 shares — an estimated $10.6M sold.

Telemark Asset Management first reported a position in CAMT in Q4 2023 and held it in 6 quarters. The position peaked at $15M in Q2 2024. 235 funds tracked by Wall St. Rank hold CAMT as of Q2 2026.

Telemark Asset Management reported no remaining Camtek position as of Q2 2026 after selling out during the quarter.
Telemark Asset Management sold 70,000 Camtek shares in Q2 2026, an estimated $10.6M.
Telemark Asset Management first reported a position in Camtek in Q4 2023 and held it in 6 quarters.
Telemark Asset Management's Camtek position peaked at $15M in Q2 2024.
235 funds tracked by Wall St. Rank held Camtek as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.