Form 13-F position report

CAMTEK LTD.

Reported by Value Aligned Research Advisors LLC

CAMT CUSIP M20791105 Manager CIK 0001963565

Reported 195,608 shares, up 166,918 (581.8%) from the prior quarter.

Reported value 919.3%; share count 581.8% vs. the prior quarter.

Added
% of reported 13F value 5.37% This manager · Q2 2024
Shares 195,608 Quarter-end amount reported
Reported value $24,497,946 Fair value at quarter end
Consecutive quarters held 3 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-12-31 751316
2024-03-31 2403361
2024-06-30 24497946
2024-09-30 17069535
2024-12-31 18543419
2025-03-31 13792004
2025-06-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarterly reported position history for CAMTEK LTD. held by Value Aligned Research Advisors LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2025 Reduced 0 -235,238 (-100.0%) 0 $0 2025-08-14
Q1 2025 Added 235,238 +5,655 (2.5%) 1.01% $13,792,004 2025-05-15
Q4 2024 Added 229,583 +15,813 (7.4%) 5.07% $18,543,419 2025-02-13
Q3 2024 Added 213,770 +18,162 (9.3%) 4.43% $17,069,535 2024-11-08
Q2 2024 Added 195,608 +166,918 (581.8%) 5.37% $24,497,946 2024-08-09
Q1 2024 Added 28,690 +17,861 (164.9%) 0.47% $2,403,361 2024-04-26
Q4 2023 New 10,829 +10,829 (0.0%) 0.19% $751,316 2024-01-19

Who else reported the position

234 managers reported CAMTEK LTD. for Q2 2024.

Managers reporting CAMTEK LTD. in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
DRIEHAUS CAPITAL MANAGEMENT LLC Reduced 1,339,006 -627,684 1.62% $167,697,111 4 qtrs
Clal Insurance Enterprises Holdings Ltd Added 1,247,194 +274,508 1.63% $156,390,000 11 qtrs
VANGUARD GROUP INC Added 958,357 +25,024 < 0.01% $120,024,630 15 qtrs
FEDERATED HERMES INC Reduced 902,525 -9,518 0.27% $113,032,231 37 qtrs
Harel Insurance Investments & Financial Services Ltd Unchanged 882,165 0 2.08% $110,482,000 13 qtrs
Migdal Insurance & Financial Holdings Ltd Reduced 796,365 -45,000 1.67% $99,737,000 20 qtrs
JPMorgan Chase & Co Added 718,048 +89,032 < 0.01% $89,928,331 31 qtrs
ACADIAN ASSET MANAGEMENT LLC Reduced 717,739 -11,537 0.28% $89,866,000 31 qtrs
LORD ABBETT & CO LLC Added 687,506 +30,628 0.28% $86,103,000 3 qtrs
Y D More Investments Ltd Added 626,973 +550,854 8.03% $78,709,455 4 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 09, 2024
Filing type
13F-HR
Position type
ORD

Voting authority reported

Sole
195,608
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.