Free · no sign-up · Q2 2026

Which funds own CAMT

Camtek LTD in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $3.3m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 3; at least, of 91 current
Combined value: $3.3m; as reported
Opened: 2; new this quarter
Added to: 0; already held
Trimmed or sold out: 4; 3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
ARK Investment Management LLC Long-only · $15.4bn book	$2.0m	0.0%	12,161	-$300k-3,193	Trimmed
Polen Capital Management LLC Long-only · $11.6bn book	$700k	0.0%	4,113	opened4,113	New
Maverick Capital Ltd Long/short equity · $11.3bn book	$600k	0.0%	3,610	opened3,610	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Invesco Ltd · Long-only$35m held before
T. Rowe Price Associates Inc · Long-only$28m held before
Acadian Asset Management LLC · Quantitative$6.0m held before

Ownership through time

At least 3 of the 95 managers whose filings are on file listed CAMT in Q2 2026, against 1 in Q2 2017. 2 managers more than in Q1 2026: 2 started positions.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
ARK Investment Management LLC	Q4 2017	$7.7m	$2.0m
Polen Capital Management LLC	Q2 2026	$671k	$671k
Maverick Capital Ltd	Q2 2026	$589k	$589k
Acadian Asset Management LLC	Q3 2018	$90m	last listed Q4 2024
Two Sigma Advisers LP	Q2 2024	$58m	last listed Q4 2025
Two Sigma Investments LP	Q2 2024	$53m	last listed Q1 2025
Renaissance Technologies LLC	Q4 2020	$43m	last listed Q2 2024
Whale Rock Capital Management LLC	Q3 2023	$42m	last listed Q3 2023
Arrowstreet Capital LP	Q3 2023	$41m	last listed Q2 2024
Schonfeld Strategic Advisors LLC	Q1 2024	$20m	last listed Q2 2024
Walleye Capital LLC	Q3 2024	$17m	last listed Q3 2024
Voloridge Investment Management LLC	Q2 2024	$15m	last listed Q2 2024
Light Street Capital Management LLC	Q4 2023	$7.0m	last listed Q4 2023

What CAMT is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around CAMT →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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