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 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

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Telemark Asset Management's CAMT Position: Q1 2026 in Review

Telemark Asset Management held its Camtek (CAMT) position steady in Q1 2026 at 70,000 shares worth $10.6M. The position accounts for 0.98% of the portfolio, ranked #38.

Telemark Asset Management first reported a position in CAMT in Q4 2023 and has held it in 6 quarters since. The position peaked at $15M in Q2 2024. 222 funds tracked by Wall St. Rank hold CAMT as of Q1 2026.

Telemark Asset Management held 70,000 shares of Camtek worth $10.6M as of Q1 2026.
Telemark Asset Management left its Camtek share count unchanged in Q1 2026.
Camtek made up 0.98% of Telemark Asset Management's portfolio in Q1 2026, its #38 holding.
Telemark Asset Management first reported a position in Camtek in Q4 2023 and has held it in 6 quarters since.
Telemark Asset Management's Camtek position peaked at $15M in Q2 2024.
222 funds tracked by Wall St. Rank held Camtek as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.