Position in CAMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,399,183
+$310,413 QoQ
Shares Held
26,969
0.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#59
of 235 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in CAMT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $71,119,552 across 15 Semiconductor Equipment & Materials names. CAMT ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLIC |
Kulicke & Soffa Industries Inc
|
67,458 | $9,023,182 | |
| 2 | FORM |
Formfactor Inc
|
55,601 | $8,892,267 | |
| 3 | COHU |
Cohu Inc
|
115,726 | $8,553,308 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
35,066 | $6,643,253 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
58,336 | $6,549,966 | |
| 6 | ONTO |
Onto Innovation Inc.
|
16,786 | $6,352,661 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
41,163 | $5,869,432 | |
| 8 | CAMT |
Camtek Ltd
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|
26,969 | $4,399,183 |
All Filings in CAMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,399,183 | 26,969 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,088,770 | 26,969 | Shares | Sole | 2026-05-13 | |
| 2024-06-30 | $1,668,071 | 13,319 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,115,146 | 13,312 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,324,811 | 19,095 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,704,688 | 57,013 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,440,056 | 65,726 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||