Position in CAMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$774,167
+$43,104 QoQ
Shares Held
4,746
-1.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#121
of 235 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAMT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Truvestments Capital LLC holds $24,547,057 across 17 Semiconductor Equipment & Materials names. CAMT ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
14,183 | $10,254,309 | |
| 2 | LRCX |
Lam Research Corp
|
9,254 | $4,010,035 | |
| 3 | KLAC |
Kla Corp
|
13,207 | $3,984,683 | |
| 4 | NVMI |
Nova Ltd.
|
4,518 | $2,453,002 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
10,256 | $884,374 | |
| 6 | CAMT |
Camtek Ltd
This page
|
4,746 | $774,167 | |
| 7 | TER |
Teradyne, Inc
|
1,319 | $638,184 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
2,768 | $394,689 |
All Filings in CAMT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,167 | 4,746 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $731,063 | 4,822 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $545,575 | 5,130 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $567,270 | 5,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $664,134 | 7,854 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $470,857 | 8,031 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,176,415 | 14,565 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $943,268 | 11,813 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,379,393 | 11,014 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $853,700 | 10,191 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $671,875 | 9,684 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $561,149 | 9,013 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $294,018 | 8,252 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $193,517 | 6,826 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $96,931 | 4,414 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,751 | 723 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,457 | 662 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||