Camtek Ltd. (CAMT) — 13F Holders Deep Dive (Q2 2026)

CAMT ranks #2597 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CAMT is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

CAMT is a top-conviction position for Brown Capital Management LLC — at 5.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CAMT belongs to Migdal Insurance & Financial Holdings Ltd., but the position matters far more to Brown Capital Management LLC, who has 5.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wasatch Advisors LP has trimmed its CAMT position for two straight quarters, cutting it by $184.7M while still holding $229.0M.

CAMT is down 1.5% today, but institutions show net buying of $61.8M this quarter — a divergence between today's price move and the underlying institutional flow.

CAMT posted net income of $37.1M over the trailing twelve months, and currently trades at a P/E of 0.2.

• Profitable — net income of $37.1M over the trailing twelve months
• Revenue grew 36.0% year over year
• Net income improved year over year, from $21.3M to $37.1M
• Generated $141.9M in positive operating cash flow
• Current ratio of 8.35x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.04x equity — within a conventional range