Form 13-F position report

CAMTEK LTD.

Reported by Value Aligned Research Advisors LLC

CAMT CUSIP M20791105 Manager CIK 0001963565

Reported 0 shares, down 235,238 (100.0%) from the prior quarter.

Reported value -100.0%; share count -100.0% vs. the prior quarter.

Reduced
% of reported 13F value 0 This manager · Q2 2025
Shares 0 Quarter-end amount reported
Reported value $0 Fair value at quarter end
Consecutive quarters held 7 Through Q2 2025

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

198 managers reported CAMTEK LTD. for Q2 2025.

Managers reporting CAMTEK LTD. in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
WASATCH ADVISORS INC Added 3,506,727 +550,072 1.55% $296,528,835 17 qtrs
USS Investment Management Ltd Added 30,184 +10,134 1.54% $260,339,801 3 qtrs
Clal Insurance Enterprises Holdings Ltd Added 2,142,171 +7,500 1.8% $182,976,000 15 qtrs
MENORA MIVTACHIM HOLDINGS LTD Added 1,601,433 +35,000 0.78% $135,417,174 11 qtrs
Migdal Insurance & Financial Holdings Ltd Reduced 1,296,600 -151,841 1.3% $109,641,000 24 qtrs
BROWN CAPITAL MANAGEMENT LLC Added 1,140,137 +38,485 2.8% $96,409,985 3 qtrs
VANGUARD GROUP INC Added 1,063,590 +61,288 < 0.01% $91,926,084 19 qtrs
Harel Insurance Investments & Financial Services Ltd Reduced 942,074 -38,000 0.91% $79,662,000 17 qtrs
UBS ASSET MANAGEMENT AMERICAS INC Reduced 872,730 -142,577 0.01% $73,798,049 5 qtrs
MEITAV DASH INVESTMENTS LTD Reduced 850,180 -90,443 0.97% $72,107,458 31 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 14, 2025
Filing type
13F-HR
Position type
ORD

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

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.