Fund Holdings — Yelin Lapidot Holdings Management Ltd.

Total Portfolio Value:
$549.04M
Total Bought:
$57.91M
Total Sold:
$44.60M
Net Transaction:
+$13.32M
Securities
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SharesValue
Q2 2026
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Q3 2026
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Change
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Q2 2026
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Q3 2026
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Weight (%)
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Change
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Zim Integrated Shipping ServSHS
SHS
3,308,7733,352,470+43,697$86.03M$98.29M17.90%+$12.27M
Global E Online LtdSHS
SHS
988,629965,855-22,774$34.34M$38.37M6.99%+$4.04M
Select Sector Spdr TrST STR FINL ETF
ST STR FINL ETF
636,382636,3820$34.12M$33.98M6.19%-$133.6K
Meta Platforms, Inc.CL A(META)39,48745,530+6,043$22.24M$33.02M6.01%+$10.77M
Alphabet Inc.CL A(GOOG)75,70473,439-2,265$27.05M$25.27M4.60%-$1.79M
Microsoft Corporation(MSFT)48,41148,146-265$18.06M$24.69M4.50%+$6.64M
State Street SPDR S&P 500 ETF TrustTR UNIT(SPY)30,65630,023-633$22.89M$22.90M4.17%+$3.5K
Amazon.com, Inc.(AMZN)79,57581,918+2,343$18.97M$20.41M3.72%+$1.44M
Spdr Series TrustST STR SP BIOT
ST STR SP BIOT
104,532104,5320$16.54M$16.48M3.00%-$59.6K
Invesco Exchange Traded Fd TS P500 EQL WGT
S&P500 EQL WGT
56,19056,1900$11.96M$11.69M2.13%-$266.9K
MediWound Ltd.SHS NEW(MDWD)758,169758,1690$11.15M$10.44M1.90%-$705.1K
Micron Technology, Inc.(MU)11,9609,790-2,170$13.81M$10.43M1.90%-$3.38M
Ormat Technologies, Inc.(ORA)106,175107,175+1,000$11.56M$9.81M1.79%-$1.76M
Teva Pharmaceutical Inds LtdSHS0242,649+242,649$0$9.61M1.75%+$9.61M
Ishares TrCORE S P500 ETF10,72110,768+47$8.03M$8.25M1.50%+$217.8K
Schwab Strategic TrUS DIVIDEND EQ251,541251,5410$7.98M$8.18M1.49%+$206.3K
Arista Networks, Inc.(ANET)38,73338,734+1$6.58M$7.89M1.44%+$1.31M
International Flavors & Fragrances Inc.(IFF)92,00492,0040$7.29M$7.68M1.40%+$391.9K
Alibaba Group Holding LimitedADS(BABA)69,32069,3200$6.65M$7.45M1.36%+$801.3K
Elbit Systems Ltd.(ESLT)10,28110,2810$7.80M$7.01M1.28%-$788.7K
Marvell Technology, Inc.(MRVL)24,82424,8240$7.39M$6.56M1.19%-$836.1K
Gilat Satellite Networks Ltd.SHS NEW(GILT)645,549660,217+14,668$8.59M$6.52M1.19%-$2.08M
Pfizer Inc.(PFE)215,000215,0000$5.18M$6.13M1.12%+$954.6K
Select Sector Spdr TrST STR TECHN ETF
ST STR TECHN ETF
30,46030,4600$5.80M$5.96M1.09%+$159.3K
Nova Ltd.(NVMI)15,44115,4410$8.38M$5.95M1.08%-$2.44M
Enlight Renewable Energy LtdSHS(ENLT)93,58378,317-15,266$8.33M$5.44M0.99%-$2.89M
Camtek Ltd.(CAMT)35,57733,926-1,651$5.80M$5.27M0.96%-$536.3K
NVIDIA Corporation(NVDA)15,05419,882+4,828$3.01M$4.54M0.83%+$1.53M
GSK plcADR(GSK)88,50088,5000$4.64M$4.26M0.78%-$376.1K
InMode Ltd.SHS(INMD)373,250299,120-74,130$5.46M$4.24M0.77%-$1.22M
RADCOM Ltd.SHS NEW(RDCM)404,595404,5950$5.70M$4.17M0.76%-$1.53M
SharkNinja, Inc.(SN)32,65022,600-10,050$4.97M$4.07M0.74%-$900.9K
Select Sector Spdr TrST STR STAPL ETF
ST STR STAPL ETF
050,000+50,000$0$4.03M0.73%+$4.03M
NICE Ltd.ADR(NICE)27,09632,544+5,448$2.46M$3.62M0.66%+$1.16M
On Holding AGNAMEN AKT A(ONON)0105,000+105,000$0$3.11M0.57%+$3.11M
Spdr Series TrustST STR SP AERO
ST STR SP AERO
12,50012,5000$3.55M$2.89M0.53%-$656.8K
Invesco Qqq TrUNIT SER 14,2383,852-386$3.12M$2.85M0.52%-$271.3K
ICL Group LtdSHS(ICL)536,410534,980-1,430$2.67M$2.69M0.49%+$14.3K
Perrigo Company plcSHS(PRGO)170,000170,0000$1.77M$2.51M0.46%+$742.9K
Zoom Communications, Inc.CL A(ZM)25,90025,9000$2.24M$2.35M0.43%+$115.5K
Intel Corporation(INTC)18,65018,6500$2.60M$2.24M0.41%-$361.8K
Berkshire Hathaway Inc DelCL B4,4504,4500$2.23M$2.22M0.40%-$10.9K
Nebius Group N.V.CL A(NBIS)09,000+9,000$0$2.12M0.39%+$2.12M
Onto Innovation Inc.(ONTO)06,785+6,785$0$2.09M0.38%+$2.09M
Vanguard Index FdsMRNGSTR GRWT ETF23,01023,0100$1.98M$2.07M0.38%+$91.3K
Schwab Strategic TrUS LCAP GR ETF57,12057,1200$1.93M$2.05M0.37%+$119.4K
Vanguard Scottsdale FdsVNG RUS2000IDX
VNG RUS2000IDX
18,85018,205-645$2.29M$2.04M0.37%-$245.4K
Eltek Ltd.SHS(ELTK)252,682252,6820$2.40M$1.99M0.36%-$411.9K
Allot Ltd.SHS(ALLT)225,943225,9430$2.00M$1.91M0.35%-$92.6K
Taboola.com Ltd.(TBLA)768,731545,141-223,590$3.84M$1.83M0.33%-$2.01M
Silicom Ltd.(SILC)44,53733,972-10,565$2.14M$1.78M0.32%-$358.4K
QXO, Inc.(QXO)100,000140,000+40,000$1.73M$1.64M0.30%-$91.4K
Check Point Software Tech Lt
ORD
12,70712,733+26$1.67M$1.63M0.30%-$35.8K
Simon Property Group, Inc.(SPG)7,1507,1500$1.60M$1.44M0.26%-$163.7K
Harmony Biosciences Holdings, Inc.(HRMY)35,88735,8870$1.31M$1.41M0.26%+$102.3K
Cisco Systems, Inc.(CSCO)13,11112,806-305$1.54M$1.38M0.25%-$161.7K
KKR & Co. Inc.(KKR)14,82714,8270$1.36M$1.35M0.25%-$7.1K
Cognyte Software Ltd.(CGNT)104,944153,306+48,362$921.4K$1.33M0.24%+$410.8K
CF Industries Holdings, Inc.(CF)8,00010,500+2,500$866.1K$1.21M0.22%+$343.5K
Applied Matls Inc02,220+2,220$0$1.14M0.21%+$1.14M
Lowe's Companies, Inc.(LOW)5,9005,9000$1.30M$1.09M0.20%-$213.6K
Apple Inc.(AAPL)03,038+3,038$0$1.01M0.18%+$1.01M
Wix Com LtdSHS
SHS
13,25112,258-993$601.2K$884.2K0.16%+$283.0K
Visa Inc.CL A(V)2,2202,221+1$761.7K$798.1K0.15%+$36.4K
Select Sector Spdr TrST STR CARE ETF
ST STR CARE ETF
8,5404,640-3,900$1.35M$781.5K0.14%-$573.5K
Ryanair Holdings plcADR(RYAAY)013,465+13,465$0$740.7K0.13%+$740.7K
Sol-Gel Technologies LtdSHS NEW
SHS NEW
10,3849,084-1,300$769.9K$674.8K0.12%-$95.1K
GE Aerospace(GE)2,1372,1370$798.7K$667.4K0.12%-$131.3K
Ellomay Capital LimitedSHS
SHS
190,08728,787-161,300$3.52M$645.0K0.12%-$2.87M
Odysight.ai Inc.(ODYS)205,629205,589-40$855.4K$625.0K0.11%-$230.4K
Invesco Exch Traded Fd Tr IiNASDAQ 100 ETF
NASDAQ 100 ETF
3,4061,960-1,446$1.03M$597.1K0.11%-$434.8K
Corpay, Inc.(CPAY)1,5001,5000$499.9K$582.9K0.11%+$83.0K
Compugen Ltd.(CGEN)281,983241,983-40,000$603.4K$575.9K0.10%-$27.5K
GE Vernova Inc.(GEV)5345340$627.4K$507.6K0.09%-$119.8K
Select Sector Spdr TrST STR INDL ETF
ST STR INDL ETF
8,0002,900-5,100$1.48M$484.2K0.09%-$997.6K
Palo Alto Networks, Inc.(PANW)01,022+1,022$0$406.1K0.07%+$406.1K
Digital Realty Trust, Inc.(DLR)2,3002,3000$413.0K$403.7K0.07%-$9.3K
Jefferies Financial Group Inc.(JEF)8,6528,6520$432.4K$395.7K0.07%-$36.8K
NVR, Inc.(NVR)63630$429.2K$387.7K0.07%-$41.5K
PennantPark Floating Rate Capital Ltd.(PFLA)54,92754,9270$410.9K$379.5K0.07%-$31.3K
Perion Network Ltd.SHS NEW(PERI)42,08442,0840$408.6K$365.7K0.07%-$42.9K
Arvinas, Inc.(ARVN)46,66546,6650$387.8K$361.0K0.07%-$26.8K
Kornit Digital Ltd.SHS(KRNT)76,44015,860-60,580$1.24M$263.6K0.05%-$978.6K
The Walt Disney Company(DIS)2,5002,5000$240.6K$262.3K0.05%+$21.6K
AT&T Inc.(T)10,2349,155-1,079$211.8K$223.4K0.04%+$11.5K
Verizon Communications Inc.(VZ)5,2314,683-548$221.5K$214.8K0.04%-$6.7K
SolarEdge Technologies, Inc.(SEDG)06,700+6,700$0$213.5K0.04%+$213.5K
Ishares IncMSCI WORLD ETF1,4361,013-423$291.0K$208.9K0.04%-$82.1K
T-Mobile US, Inc.(TMUS)1,2971,258-39$217.5K$205.2K0.04%-$12.4K
Anheuser-Busch InBev SA/NVADR(BUD)2,7802,7800$229.1K$204.2K0.04%-$24.8K
Teads Holding Co.(TEAD)79,95930,044-49,915$61.3K$15.4K0.00%-$46.0K
Broadcom Inc.(AVGO)3,2290-3,229$1.22M$0—-$1.22M
Caesarstone Ltd.(CSTE)53,2870-53,287$111.9K$0—-$111.9K
Teva Pharmaceutical Industries LimitedADS(TEVA)352,5790-352,579$11.95M$0—-$11.95M
United Parcel Service, Inc.CL B(UPS)1,9950-1,995$214.5K$0—-$214.5K
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