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

CAMT ranks #2585 out of 37501 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.

Migdal Insurance & Financial Holdings Ltd. has added to its CAMT position for two straight quarters, increasing it by $291.8M to reach $432.0M today.

Brown Capital Management LLC has trimmed its CAMT position for two straight quarters, cutting it by $85.1M while still holding $29.2M.

CAMT is up 2.9% today, and institutions have been net buyers of $61.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

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