Fund HoldingsYelin Lapidot Holdings Management Ltd.

Total Portfolio Value
$567.39M
Total Bought
$92.64M
Total Sold
$24.92M
Net Transaction
+$67.73M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0442,580+442,580087,23715.38%+87,237
ZIM INTEGRATED SHIPPING SERV
SHS
1,043,287838,187-205,10010,55818,5833.28%+8,025
ALPHABET INC(GOOG)139,033131,373-7,66020,98423,9304.22%+2,945
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
81,00097,460+16,46013,71916,0112.82%+2,292
CAMTEK LTD(CAMT)35,60635,604-22,9834,4590.79%+1,476
INTERNATIONAL FLAVORS&FRAGRA(IFF)128,722128,722011,06912,2562.16%+1,187
TEVA PHARMACEUTICAL INDS LTD(TEVA)540,204540,20407,6228,7781.55%+1,156
NOVA LTD(NVMI)15,46115,46102,7423,6260.64%+884
PALO ALTO NETWORKS INC(PANW)15,94715,887-604,5315,3860.95%+855
ORMAT TECHNOLOGIES INC(ORA)142,220142,22009,41410,1971.80%+784
ISHARES TR14,43715,205+7687,5908,3211.47%+731
ARISTA NETWORKS INC9,6769,67602,8063,3910.60%+585
CAESARSTONE LTD633,433633,43302,5913,1670.56%+576
SELECT SECTOR SPDR TR
ST STR TECHN ETF
22,43022,43004,6715,0740.89%+403
MEDIWOUND LTD287,834287,83404,1024,4670.79%+366
VALENS SEMICONDUCTOR LTD350,973350,97308251,1200.20%+295
WIX COM LTD
SHS
13,39013,39001,8412,1300.38%+289
AMAZON COM INC(AMZN)147,145138,415-8,73026,54226,7494.71%+207
VANGUARD INDEX FDS4,1754,17501,4371,5610.28%+124
SCHWAB STRATEGIC TR15,27515,27501,4161,5400.27%+124
OUTBRAIN INC104,122104,12204115190.09%+107
PFIZER INC(PFE)318,750318,75008,8458,9191.57%+73
KKR & CO INC(KKR)14,82714,82701,4911,5600.28%+69
SILICOM LTD221,041221,04103,2823,3420.59%+60
JEFFERIES FINL GROUP INC(JEF)8,6528,65203824310.08%+49
MICRON TECHNOLOGY INC(MU)4,1334,028-1054875300.09%+43
SAPIENS INTL CORP N V23,57123,57107588000.14%+42
DIGITAL RLTY TR INC(DLR)2,3002,30003313500.06%+18
CHECK POINT SOFTWARE TECH LT
ORD
21,67921,618-613,5563,5670.63%+11
SELECT SECTOR SPDR TR
ST STR STAPL ETF
43,61143,61103,3303,3400.59%+10
PENNANTPARK FLOATING RATE CA(PFLA)19,50019,50002222250.04%+3
POLYPID LTD11,15311,153051480.01%-3
SOL GEL TECHNOLOGIES229,178229,17802252040.04%-21
UNITED PARCEL SERVICE INC(UPS)1,9951,99502972730.05%-24
ALIBABA GROUP HLDG LTD(BABA)69,32069,32005,0164,9910.88%-25
MARVELL TECHNOLOGY INC(MRVL)25,10725,071-361,7801,7520.31%-27
GLOBAL E ONLINE LTD
SHS
352,466352,466012,81212,7842.25%-28
CISCO SYS INC(CSCO)13,02013,02006506190.11%-31
NVR INC(NVR)636305104780.08%-32
SELECT SECTOR SPDR TR
ST STR INDL ETF
8,0008,00001,0089750.17%-33
SIMON PPTY GROUP INC NEW(SPG)7,1507,15001,1191,0850.19%-34
GENERAL ELECTRIC CO(GE)2,1372,13703753400.06%-35
VISA INC(V)2,1872,18706105740.10%-36
AUDIOCODES LTD20,11320,11302622090.04%-54
DISNEY WALT CO(DIS)2,5002,50003062480.04%-58
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
18,85018,85001,6031,5450.27%-58
CORPAY INC(CPAY)1,5001,50004634000.07%-63
BERKSHIRE HATHAWAY INC DEL5,0005,00002,1032,0340.36%-69
SUMMIT MATLS INC9,1529,15204083350.06%-73
MAGIC SOFTWARE ENTERPRISES L62,06662,06607115980.11%-113
HARMONY BIOSCIENCES HLDGS IN(HRMY)37,90537,90501,2731,1440.20%-129
ENLIGHT RENEWABLE ENERGY LTD(ENLT)198,844198,84403,3643,2130.57%-151
NVIDIA CORPORATION(NVDA)2,24415,164+12,9202,0281,8730.33%-154
GILAT SATELLITE NETWORKS LTD(GILT)169,314169,31409197570.13%-163
LOWES COS INC(LOW)5,9005,90001,5031,3010.23%-202
RADWARE LTD(RDWR)408,125407,712-4137,6407,4371.31%-203
PAYPAL HLDGS INC(PYPL)3,2500-3,2502180-218
SPDR SER TR
ST STR SP BIOT
105,972105,972010,0569,8251.73%-231
INVESCO QQQ TR9,9738,673-1,3004,4284,1550.73%-273
COMPUGEN LTD318,852318,85208235360.09%-287
GSK PLC(GSK)66,12866,12802,8352,5460.45%-289
SCHWAB STRATEGIC TR110,547110,54708,9138,5961.52%-317
SELECT SECTOR SPDR TR
ST STR CARE ETF
180,399180,399026,65026,2934.63%-357
SYNDAX PHARMACEUTICALS INC(SNDX)114,530114,53002,7262,3510.41%-375
ICL GROUP LTD(ICL)366,057366,05701,9691,5670.28%-403
ELLOMAY CAPITAL LIMITED
SHS
110,265110,26501,7321,2770.23%-455
SOLAREDGE TECHNOLOGIES INC(SEDG)11,09011,654+5647872940.05%-493
CREATIVE MEDIA & CMNTY TR314,259314,25901,3398450.15%-493
ELBIT SYS LTD(ESLT)15,02515,02503,1592,6540.47%-505
VIATRIS INC(VTRS)510,700510,70006,0985,4290.96%-669
INMODE LTD(INMD)283,619298,152+14,5336,1295,4380.96%-691
ARVINAS INC49,50349,50302,0431,3180.23%-726
SELECT SECTOR SPDR TR
ST STR FINL ETF
840,890840,890035,41834,5696.09%-849
MICROSOFT CORP(MSFT)63,30557,305-6,00026,63425,6124.51%-1,021
INTEL CORP(INTC)79,17379,234+613,4972,4540.43%-1,043
ETF SER SOLUTIONS
US GLB JETS
857,601857,601018,01816,8602.97%-1,158
KORNIT DIGITAL LTD393,608393,60807,1325,7621.02%-1,370
META PLATFORMS INC(META)56,28851,213-5,07527,33225,8234.55%-1,510
PERRIGO CO PLC(PRGO)280,559280,55909,0317,2051.27%-1,826
RADCOM LTD1,169,2761,169,276013,04910,9331.93%-2,116
NICE LTD(NICE)24,85624,85606,4784,2740.75%-2,203
PERION NETWORK LTD138,68442,084-96,6003,1183510.06%-2,766
SPDR S&P 500 ETF TR(SPY)93,63080,188-13,44248,97543,6407.69%-5,335
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