Camtek Ltd
CAMT- 交易所
- Nasdaq
- 產業
- Optical Instruments & Lenses
- SEC CIK
- 0001109138
近 90 天,Camtek Ltd 內部人申報 0 筆公開市場買進、7 筆賣出;2026 年第 2 季末有 235 家機構在 13F 申報持有,市值合計 $32.2 億;方舟投資和Maverick 資本兩位大師持有。
2025 年第 2 季 13F 持有人
Camtek Ltd 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 176
- 較 2025 年第 1 季 +7 家
- 持有股數
- 2,282 萬
- 較 2025 年第 1 季 −54.1 萬 (−2.3%)
- 總市值
- $19.3 億
- 較 2025 年第 1 季 +$5.67 億 (+41.5%)
- 新進機構
- 28
- 另有 63 家加碼
- 清倉機構
- 21
- 另有 55 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 CAMT 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 235 | $32.2 億 |
| 2026 年第 1 季 | 224 | $32.8 億 |
| 2025 年第 4 季 | 194 | $24.0 億 |
| 2025 年第 3 季 | 176 | $23.9 億 |
| 2025 年第 2 季 | 176 | $19.3 億 |
| 2025 年第 1 季 | 170 | $13.7 億 |
| 2024 年第 4 季 | 192 | $17.5 億 |
| 2024 年第 3 季 | 223 | $16.3 億 |
| 2024 年第 2 季 | 220 | $25.0 億 |
| 2024 年第 1 季 | 179 | $15.8 億 |
| 2023 年第 4 季 | 161 | $13.0 億 |
| 2023 年第 3 季 | 154 | $9.78 億 |
| 2023 年第 2 季 | 93 | $4.49 億 |
| 2023 年第 1 季 | 89 | $3.50 億 |
| 2022 年第 4 季 | 82 | $2.63 億 |
| 2022 年第 3 季 | 72 | $2.83 億 |
| 2022 年第 2 季 | 86 | $3.02 億 |
| 2022 年第 1 季 | 96 | $3.81 億 |
| 2021 年第 4 季 | 105 | $6.63 億 |
| 2021 年第 3 季 | 95 | $5.83 億 |
| 2021 年第 2 季 | 97 | $4.97 億 |
| 2021 年第 1 季 | 82 | $3.67 億 |
2025 年第 2 季持有機構
每家機構持有 Camtek Ltd 的股數、市值與佔組合比重;股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 18,682 | $158.0 萬 | 0.01% | −14,103−43.0% | 減碼 |
| Marshall Wace, LLP | 19,310 | $163.3 萬 | 0.00% | −175,144−90.1% | 減碼 |
| Barclays PLC | 19,615 | $165.9 萬 | 0.00% | +12,273+167.2% | 加碼 |
| HSBC Holdings PLC | 19,716 | $166.8 萬 | 0.00% | +19,716 | 新進 |
| Mariner, LLC | 20,143 | $170.3 萬 | 0.00% | +10,257+103.8% | 加碼 |
| Capital Fund Management S.A. | 20,370 | $172.2 萬 | 0.02% | −16,040−44.1% | 減碼 |
| Castleark Management LLC | 20,950 | $177.2 萬 | 0.05% | +4,670+28.7% | 加碼 |
| Ameriprise Financial Inc | 21,223 | $179.5 萬 | 0.00% | +21,223 | 新進 |
| Toroso Investments, LLC | 21,846 | $184.7 萬 | 0.01% | 00.0% | 不變 |
| Mackenzie Financial Corp | 21,972 | $188.8 萬 | 0.00% | +8,270+60.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 22,438 | $189.7 萬 | 0.01% | +3,101+16.0% | 加碼 |
| Nuveen, LLC | 22,335 | $192.6 萬 | 0.00% | −36,539−62.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 24,410 | $206.4 萬 | 0.02% | +5,627+30.0% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 27,386 | $231.6 萬 | 0.02% | +7,566+38.2% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 29,997 | $253.8 萬 | 0.56% | 00.0% | 不變 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 31,000 | $262.1 萬 | 0.40% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 31,400 | $265.5 萬 | 0.11% | 00.0% | 不變 |
| Norges Bank | 30,928 | $266.7 萬 | 0.00% | −36,484−54.1% | 減碼 |
| Sphera Funds Management Ltd. | 31,976 | $270.4 萬 | 0.71% | +8,890+38.5% | 加碼 |
| Taylor Frigon Capital Management LLC | 32,518 | $275.0 萬 | 1.46% | +5,005+18.2% | 加碼 |
| Renaissance Technologies LLC | 33,640 | $284.5 萬 | 0.00% | −10,900−24.5% | 減碼 |
| Yelin Lapidot Holdings Management Ltd. | 35,577 | $300.8 萬 | 0.55% | −20.0% | 減碼 |
| G2 Investment Partners Management LLC | 35,919 | $303.7 萬 | 0.67% | −113,488−76.0% | 減碼 |
| JPMorgan Chase & Co | 36,204 | $306.1 萬 | 0.00% | −25,450−41.3% | 減碼 |
| Bank of New York Mellon Corp | 37,805 | $319.7 萬 | 0.00% | −11,090−22.7% | 減碼 |
| Geode Capital Management, LLC | 39,420 | $333.3 萬 | 0.00% | +279+0.7% | 加碼 |
| Russell Investments Group, Ltd. | 42,495 | $359.3 萬 | 0.00% | +35,681+523.6% | 加碼 |
| Sphera Management Technology Funds Ltd | 50,000 | $422.8 萬 | 2.59% | +21,000+72.4% | 加碼 |
| Raymond James Financial Inc | 56,327 | $476.3 萬 | 0.00% | −27,217−32.6% | 減碼 |
| Swiss National Bank | 56,979 | $490.1 萬 | 0.00% | −484−0.8% | 減碼 |
| Needham Investment Management LLC | 60,000 | $507.4 萬 | 0.40% | +12,500+26.3% | 加碼 |
| Group One Trading, L.P. | 60,591 | $512.4 萬 | 0.17% | −78,789−56.5% | 減碼 |
| Canada Pension Plan Investment Board | 60,215 | $519.3 萬 | 0.00% | +4,454+8.0% | 加碼 |
| EFG Asset Management (North America) Corp. | 65,404 | $552.2 萬 | 0.78% | +7,456+12.9% | 加碼 |
| Susquehanna International Group, LLP | 67,915 | $574.3 萬 | 0.01% | −270,516−79.9% | 減碼 |
| Public Employees Retirement System of Ohio | 70,769 | $599.9 萬 | 0.02% | −11,760−14.2% | 減碼 |
| Raiffeisen Bank International AG | 85,000 | $697.8 萬 | 0.10% | 00.0% | 不變 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 88,039 | $744.9 萬 | 0.54% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,108 | $787.3 萬 | 0.04% | +26,946+40.7% | 加碼 |
| Morgan Stanley | 102,366 | $865.6 萬 | 0.00% | +31,677+44.8% | 加碼 |
| La Banque Postale Asset Management SA | 106,400 | $899.7 萬 | 0.13% | −66,000−38.3% | 減碼 |
| Bank of America Corp | 108,072 | $913.9 萬 | 0.00% | −374,246−77.6% | 減碼 |
| Deutsche Bank AG | 109,746 | $928.0 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 117,163 | $1,010 萬 | 0.00% | +18,584+18.9% | 加碼 |
| New York State Common Retirement Fund | 127,322 | $1,077 萬 | 0.01% | +38,181+42.8% | 加碼 |
| Goldman Sachs Group Inc | 129,774 | $1,097 萬 | 0.00% | −19,449−13.0% | 減碼 |
| Royce & Associates LP | 138,584 | $1,172 萬 | 0.12% | −116,597−45.7% | 減碼 |
| Wellington Management Group LLP | 142,233 | $1,203 萬 | 0.00% | −28,547−16.7% | 減碼 |
| SEI Investments Co | 146,939 | $1,243 萬 | 0.01% | +20,682+16.4% | 加碼 |
| Two Sigma Investments, LP | 171,195 | $1,448 萬 | 0.03% | −161,462−48.5% | 減碼 |
| Millennium Management LLC | 177,569 | $1,502 萬 | 0.01% | +11,453+6.9% | 加碼 |
| Royal Bank of Canada | 183,034 | $1,548 萬 | 0.00% | +39,670+27.7% | 加碼 |
| Oberweis Asset Management Inc | 213,580 | $1,806 萬 | 0.79% | +13,600+6.8% | 加碼 |
| Penn Capital Management Co Inc | 214,151 | $1,816 萬 | 1.57% | +112,882+111.5% | 加碼 |
| Standard Life Aberdeen plc | 217,189 | $1,846 萬 | 0.03% | +23,218+12.0% | 加碼 |
| Noked Israel Ltd | 239,742 | $2,027 萬 | 3.74% | +49,142+25.8% | 加碼 |
| Invesco Ltd. | 263,836 | $2,231 萬 | 0.00% | +20,237+8.3% | 加碼 |
| First Wilshire Securities Management Inc | 288,022 | $2,436 萬 | 6.63% | +93,220+47.9% | 加碼 |
| Two Sigma Advisers, LP | 324,900 | $2,747 萬 | 0.06% | −123,100−27.5% | 減碼 |
| Phoenix Holdings Ltd. | 448,739 | $3,792 萬 | 0.50% | −20,439−4.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 489,305 | $4,138 萬 | 0.04% | −1,478−0.3% | 減碼 |
| UBS Group AG | 493,210 | $4,171 萬 | 0.01% | −43,934−8.2% | 減碼 |
| Franklin Resources Inc | 517,720 | $4,378 萬 | 0.01% | +115,321+28.7% | 加碼 |
| Federated Hermes, Inc. | 610,000 | $5,158 萬 | 0.10% | 00.0% | 不變 |
| Analog Century Management LP | 618,743 | $5,232 萬 | 3.07% | +618,743 | 新進 |
| Y.D. More Investments Ltd | 644,657 | $5,543 萬 | 3.82% | +118,226+22.5% | 加碼 |
| Meitav Dash Investments Ltd | 850,180 | $7,211 萬 | 1.10% | −90,443−9.6% | 減碼 |
| UBS Asset Management Americas Inc | 872,730 | $7,380 萬 | 0.01% | −142,577−14.0% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 942,074 | $7,966 萬 | 0.91% | −38,000−3.9% | 減碼 |
| Vanguard Group Inc | 1,063,590 | $9,193 萬 | 0.00% | +61,288+6.1% | 加碼 |
| Brown Capital Management LLC | 1,140,137 | $9,641 萬 | 2.80% | +38,485+3.5% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,296,600 | $1.10 億 | 1.30% | −151,841−10.5% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,601,433 | $1.35 億 | 0.78% | +35,000+2.2% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 2,142,171 | $1.83 億 | 1.80% | +7,500+0.4% | 加碼 |
| Wasatch Advisors Inc | 3,506,727 | $2.97 億 | 1.55% | +550,072+18.6% | 加碼 |
| USS Investment Management Ltd | 30,184 | – | – | +10,134+50.5% | 加碼 |
| Value Aligned Research Advisors, LLC | 0 | $0 | 0.00% | −235,238−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −78,415−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −59,596−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −38,197−100.0% | 清倉 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −29,621−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −12,621−100.0% | 清倉 |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −9,759−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,987−100.0% | 清倉 |
| Shaker Investments LLC | 0 | $0 | 0.00% | −5,983−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,723−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,706−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,538−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,311−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,033−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −327−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |