Position in CAMT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$118,765,966
+$49,790,122 QoQ
Shares Held
783,365
+20.8% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
4.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 98.11441665124175.ToString("F0")%
Shared 0.ToString("F0")%
None 1.8855833487582419.ToString("F0")%
Common Shares in CAMT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Y.D. More Investments Ltd holds $293,785,061 across 7 Semiconductor Equipment & Materials names. CAMT ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
|
377,579 | $163,975,006 | |
| 2 | CAMT |
Camtek Ltd
This page
|
783,365 | $118,765,966 | |
| 3 | ASML |
Asml Holding NV
|
3,332 | $4,401,005 | |
| 4 | LRCX |
Lam Research Corp
|
14,023 | $2,996,154 | |
| 5 | KLAC |
Kla Corp
|
13,591 | $2,001,152 | |
| 6 | AMAT |
Applied Materials Inc /De
|
2,560 | $874,982 | |
| 7 | TER |
Teradyne, Inc
|
2,600 | $770,796 |
All Filings in CAMT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,765,966 | 783,365 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $68,975,844 | 648,574 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $76,966,352 | 732,664 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $54,512,194 | 644,657 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $30,864,649 | 526,431 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $42,437,606 | 525,413 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $39,592,263 | 495,833 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $78,522,097 | 626,973 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $6,376,488 | 76,119 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,293,138 | 76,292 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,111,795 | 82,104 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $1,530,370 | 69,689 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||