Fund HoldingsYelin Lapidot Holdings Management Ltd.

Total Portfolio Value
$486.16M
Total Bought
$55.29M
Total Sold
$15.58M
Net Transaction
+$39.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ZIM INTEGRATED SHIPPING SERV
SHS
01,043,287+1,043,287010,5582.17%+10,558
SCHWAB STRATEGIC TR7,547110,547+103,0005758,9131.83%+8,339
ORMAT TECHNOLOGIES INC(ORA)41,020142,220+101,2003,1099,4141.94%+6,305
SPDR S&P 500 ETF TR(SPY)90,92293,630+2,70843,21648,97510.07%+5,759
GLOBAL E ONLINE LTD
SHS
187,466352,466+165,0007,42912,8122.64%+5,383
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
53,80081,000+27,2008,49013,7192.82%+5,229
ISHARES TR4,96514,437+9,4722,3717,5901.56%+5,219
SELECT SECTOR SPDR TR
ST STR FINL ETF
840,890840,890031,61735,4187.29%+3,801
AMAZON COM INC(AMZN)153,755147,145-6,61023,36226,5425.46%+3,180
META PLATFORMS INC(META)68,75856,288-12,47024,33827,3325.62%+2,995
MEDIWOUND LTD125,493287,834+162,3411,2764,1020.84%+2,825
RADCOM LTD1,286,6691,169,276-117,39310,37113,0492.68%+2,679
SELECT SECTOR SPDR TR
ST STR CARE ETF
180,399180,399024,60326,6505.48%+2,048
TEVA PHARMACEUTICAL INDS LTD(TEVA)540,204540,20405,6407,6221.57%+1,983
ICL GROUP LTD(ICL)0366,057+366,05701,9690.41%+1,969
ETF SER SOLUTIONS
US GLB JETS
857,601857,601016,32018,0183.71%+1,698
NICE LTD(NICE)24,25624,856+6004,8396,4781.33%+1,639
RADWARE LTD(RDWR)408,252408,125-1276,8107,6401.57%+830
COMPUGEN LTD0318,852+318,85208230.17%+823
NOVA LTD(NVMI)15,46515,461-42,1252,7420.56%+618
SPDR SER TR
ST STR SP BIOT
105,972105,97209,46210,0562.07%+593
VIATRIS INC(VTRS)510,700510,70005,5316,0981.25%+567
INTERNATIONAL FLAVORS&FRAGRA(IFF)128,722128,722010,52711,0692.28%+542
ARISTA NETWORKS INC9,6769,67602,2792,8060.58%+527
CORPAY INC(CPAY)01,500+1,50004630.10%+463
GSK PLC(GSK)66,12866,12802,4732,8350.58%+362
SELECT SECTOR SPDR TR
ST STR TECHN ETF
22,43022,43004,3174,6710.96%+354
INVESCO QQQ TR9,9739,97304,0844,4280.91%+344
BERKSHIRE HATHAWAY INC DEL5,0005,00001,7832,1030.43%+319
KKR & CO INC(KKR)14,82714,82701,2281,4910.31%+263
MARVELL TECHNOLOGY INC(MRVL)25,15325,107-461,5171,7800.37%+263
SYNDAX PHARMACEUTICALS INC(SNDX)114,530114,53002,4752,7260.56%+251
CHECK POINT SOFTWARE TECH LT
ORD
21,69421,679-153,3153,5560.73%+241
CAESARSTONE LTD633,433633,43302,3692,5910.53%+222
WIX COM LTD
SHS
13,39013,39001,6471,8410.38%+194
LOWES COS INC(LOW)5,9005,90001,3131,5030.31%+190
SELECT SECTOR SPDR TR
ST STR STAPL ETF
43,61143,61103,1413,3300.68%+189
CREATIVE MEDIA & CMNTY TR314,259314,25901,1801,3390.28%+159
MICRON TECHNOLOGY INC(MU)4,1244,133+93524870.10%+135
GENERAL ELECTRIC CO(GE)2,1372,13702733750.08%+102
SIMON PPTY GROUP INC NEW(SPG)7,1507,15001,0201,1190.23%+99
SELECT SECTOR SPDR TR
ST STR INDL ETF
8,0008,00009121,0080.21%+96
ELLOMAY CAPITAL LIMITED
SHS
110,265110,26501,6481,7320.36%+84
DISNEY WALT CO(DIS)2,5002,50002263060.06%+80
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
18,85018,85001,5291,6030.33%+75
NVIDIA CORPORATION(NVDA)3,9542,244-1,7101,9582,0280.42%+69
NVR INC(NVR)636304415100.10%+69
SUMMIT MATLS INC9,1529,15203524080.08%+56
HARMONY BIOSCIENCES HLDGS IN(HRMY)37,90537,90501,2241,2730.26%+49
VISA INC(V)2,1872,18705696100.13%+41
JEFFERIES FINL GROUP INC(JEF)8,6528,65203503820.08%+32
DIGITAL RLTY TR INC(DLR)2,3002,30003103310.07%+22
AUDIOCODES LTD20,11320,11302432620.05%+20
PAYPAL HLDGS INC(PYPL)3,2503,25002002180.04%+18
POLYPID LTD11,15311,153042510.01%+9
ARVINAS INC49,50349,50302,0382,0430.42%+6
PERRIGO CO PLC(PRGO)280,559280,55909,0289,0311.86%+3
CISCO SYS INC(CSCO)13,02013,02006586500.13%-8
SAPIENS INTL CORP N V26,57123,571-3,0007697580.16%-11
PENNANTPARK FLOATING RATE CA(PFLA)19,50019,50002362220.05%-14
UNITED PARCEL SERVICE INC(UPS)1,9951,99503142970.06%-17
SOL GEL TECHNOLOGIES229,178229,17802532250.05%-29
VALENS SEMICONDUCTOR LTD350,973350,97308608250.17%-35
OUTBRAIN INC104,122104,12204564110.08%-45
ELBIT SYS LTD(ESLT)15,02515,02503,2043,1590.65%-45
GILAT SATELLITE NETWORKS LTD(GILT)169,314169,31401,0359190.19%-115
INMODE LTD(INMD)283,024283,619+5956,2946,1291.26%-165
PALO ALTO NETWORKS INC(PANW)15,95615,947-94,7054,5310.93%-174
MICROSOFT CORP(MSFT)71,45563,305-8,15026,87026,6345.48%-236
MAGIC SOFTWARE ENTERPRISES L105,66362,066-43,5971,0247110.15%-313
PFIZER INC(PFE)318,750318,75009,1778,8451.82%-331
ALIBABA GROUP HLDG LTD(BABA)69,32069,32005,3735,0161.03%-357
SCHWAB STRATEGIC TR21,50015,275-6,2251,7841,4160.29%-367
KORNIT DIGITAL LTD393,608393,60807,5427,1321.47%-409
FLEETCOR TECHNOLOGIES INC1,5000-1,5004240-424
ENLIGHT RENEWABLE ENERGY LTD(ENLT)198,844198,84403,8063,3640.69%-441
INTEL CORP(INTC)79,07279,173+1013,9733,4970.72%-476
ALPHABET INC(GOOG)153,798139,033-14,76521,48420,9844.32%-500
CAMTEK LTD(CAMT)50,31035,606-14,7043,4912,9830.61%-508
SILICOM LTD221,041221,04104,0013,2820.68%-718
VANGUARD INDEX FDS7,6754,175-3,5002,3861,4370.30%-949
PERION NETWORK LTD138,684138,68404,2813,1180.64%-1,164
SOLAREDGE TECHNOLOGIES INC(SEDG)21,51311,090-10,4232,0147870.16%-1,226
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