Position in CAMT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,356,958
+$20,439,640 QoQ
Shares Held
332,148
+18.1% QoQ
Ownership
0.712%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 76.28677577465467.ToString("F0")%
Shared 0.ToString("F0")%
None 23.71322422534533.ToString("F0")%
Common Shares in CAMT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Driehaus Capital Management LLC holds $329,793,926 across 11 Semiconductor Equipment & Materials names. CAMT ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UCTT |
Ultra Clean Holdings, Inc.
|
1,062,376 | $66,058,539 | |
| 2 | ONTO |
Onto Innovation Inc.
|
320,534 | $65,731,907 | |
| 3 | TER |
Teradyne, Inc
|
184,765 | $54,775,431 | |
| 4 | CAMT |
Camtek Ltd
This page
|
332,148 | $50,356,958 | |
| 5 | AXTI |
Axt Inc
|
384,561 | $21,912,285 | |
| 6 | NVMI |
Nova Ltd.
|
45,513 | $19,765,385 | |
| 7 | Q |
Qnity Electronics, Inc.
|
160,495 | $18,517,913 | |
| 8 | COHU |
Cohu Inc
|
538,531 | $16,489,819 |
All Filings in CAMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,356,958 | 332,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,917,318 | 281,310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,211,924 | 230,480 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $30,956,152 | 383,263 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $167,697,111 | 1,339,006 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $164,749,621 | 1,966,690 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $142,194,795 | 2,049,507 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $87,942,872 | 1,412,510 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $5,659,589 | 185,804 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $32,448,623 | 704,792 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $29,959,859 | 739,567 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $19,500,142 | 517,108 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,926,438 | 499,212 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,847,460 | 358,168 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||