Fund HoldingsYelin Lapidot Holdings Management Ltd.

Total Portfolio Value
$547.60M
Total Bought
$50.26M
Total Sold
$47.15M
Net Transaction
+$3.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0441,487+441,4870100,26218.31%+100,262
GLOBAL E ONLINE LTD
SHS
395,555773,183+377,62814,10225,9334.74%+11,831
SPDR S&P 500 ETF TR(SPY)060,595+60,595037,4396.84%+37,439
META PLATFORMS INC(META)32,90832,916+818,96724,2954.44%+5,328
MICROSOFT CORP(MSFT)42,30342,315+1215,88021,0483.84%+5,168
MEDIWOUND LTD858,000816,741-41,25913,31615,8202.89%+2,504
AMAZON COM INC(AMZN)081,305+81,305017,8383.26%+17,838
SELECT SECTOR SPDR TR
ST STR FINL ETF
765,764765,764038,14340,1037.32%+1,960
ALPHABET INC(GOOG)066,410+66,410011,7032.14%+11,703
NOVA LTD(NVMI)15,44215,441-12,8464,2490.78%+1,403
ORMAT TECHNOLOGIES INC(ORA)106,175106,17507,5148,8931.62%+1,379
ENLIGHT RENEWABLE ENERGY LTD(ENLT)198,844198,84403,2134,5200.83%+1,306
TABOOLA.COM LTD(TBLA)526,013768,731+242,7181,5522,8140.51%+1,262
ARISTA NETWORKS INC(ANET)38,70438,718+142,9993,9610.72%+962
ISHARES TR20,43820,046-39211,48412,4472.27%+962
CAMTEK LTD(CAMT)35,57935,577-22,0863,0080.55%+922
ELBIT SYS LTD(ESLT)12,84112,84104,9275,7721.05%+845
RADCOM LTD531,303506,943-24,3606,0736,8891.26%+817
NICE LTD(NICE)54,69654,69608,4329,2391.69%+806
NVIDIA CORPORATION(NVDA)15,01015,039+291,6272,3760.43%+749
SELECT SECTOR SPDR TR
ST STR TECHN ETF
15,23015,23003,1453,8570.70%+712
ALLOT LTD225,943225,94301,2901,9320.35%+642
ICL GROUP LTD(ICL)537,457537,45703,0583,6980.68%+640
SPDR SERIES TRUST
ST STR SP AERO
12,50012,50002,0092,6370.48%+628
TEVA PHARMACEUTICAL INDS LTD(TEVA)395,504395,50406,0796,6291.21%+550
SHARKNINJA INC(SN)24,90026,400+1,5002,0772,6130.48%+536
ELTEK LTD272,282252,682-19,6002,2682,7090.49%+441
MARVELL TECHNOLOGY INC(MRVL)24,83824,824-141,5291,9210.35%+392
INVESCO QQQ TR4,7384,73802,2222,6140.48%+392
MAGIC SOFTWARE ENTERPRISES L62,06662,06608061,1870.22%+380
CONSTELLATION ENERGY CORP(CEG)0923+92302980.05%+298
GE VERNOVA INC(GEV)0534+53402830.05%+283
VANGUARD INDEX FDS3,8353,83501,4221,6810.31%+259
KKR & CO INC(KKR)14,82714,82701,7141,9720.36%+258
SCHWAB STRATEGIC TR57,12057,12001,4301,6680.30%+238
ELLOMAY CAPITAL LIMITED
SHS
110,265110,26501,6761,8990.35%+223
NATIONAL GRID PLC(NGG)02,718+2,71802020.04%+202
SPDR SERIES TRUST
ST STR SP BIOT
104,532104,53208,4788,6691.58%+191
MICRON TECHNOLOGY INC(MU)3,8993,885-143394790.09%+140
GILAT SATELLITE NETWORKS LTD(GILT)181,549181,54901,1531,2870.24%+134
SELECT SECTOR SPDR TR
ST STR INDL ETF
8,0008,00001,0491,1800.22%+132
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
18,85018,85001,5201,6440.30%+124
GE AEROSPACE(GE)2,1372,13704285500.10%+122
ZOOM COMMUNICATIONS INC(ZM)25,90025,90001,9112,0200.37%+109
VIATRIS INC(VTRS)487,397487,39704,2454,3520.79%+107
CISCO SYS INC(CSCO)13,02013,076+568039070.17%+104
COMPUGEN LTD318,852318,85204665680.10%+102
PERION NETWORK LTD42,08442,08403434270.08%+85
DIGITAL RLTY TR INC(DLR)2,3002,30003304010.07%+71
DISNEY WALT CO(DIS)2,5002,50002473100.06%+63
NEW FORTRESS ENERGY INC017,072+17,0720570.01%+57
SOLAREDGE TECHNOLOGIES INC(SEDG)11,65411,65401892380.04%+49
CHEMOMAB THERAPEUTICS LTD578,291578,29106306710.12%+40
ZIM INTEGRATED SHIPPING SERV
SHS
01,231,506+1,231,506019,8153.62%+19,815
WIX COM LTD
SHS
13,39014,040+6502,1882,2250.41%+37
PAYPAL HLDGS INC(PYPL)3,2503,25002122420.04%+29
AT&T INC(T)15,99116,488+4974524770.09%+25
T-MOBILE US INC(TMUS)1,5841,845+2614224400.08%+17
ARVINAS INC46,66546,66503283430.06%+16
VISA INC(V)2,1872,202+157667820.14%+15
SOL GEL TECHNOLOGIES227,07817,753-209,3251181310.02%+13
WILLIAMS COS INC(WMB)5,5225,441-813303420.06%+12
JEFFERIES FINL GROUP INC(JEF)8,6528,65204634730.09%+10
NVR INC(NVR)636304564650.08%+9
AUDIOCODES LTD20,11320,11301891980.04%+8
AMERICAN TOWER CORP NEW(AMT)2,2992,265-345005010.09%0
CROWN CASTLE INC(CCI)2,0512,022-292142080.04%-6
CREATIVE MEDIA & CMNTY TR31,3210-31,32180-8
NEXTERA ENERGY INC(NEE)4,2234,198-252992910.05%-8
VERIZON COMMUNICATIONS INC(VZ)10,07310,328+2554574470.08%-10
PENNANTPARK FLOATING RATE CA(PFLA)19,50019,50002182010.04%-17
UNITED PARCEL SERVICE INC(UPS)1,9951,99502192010.04%-18
CORPAY INC(CPAY)1,5001,50005234980.09%-25
INTEL CORP(INTC)78,70378,650-531,7871,7620.32%-26
DUKE ENERGY CORP NEW(DUK)2,4192,280-1392952690.05%-26
POLYPID LTD11,1530-11,153300-30
SIMON PPTY GROUP INC NEW(SPG)7,1507,15001,1871,1490.21%-38
ONEOK INC NEW(OKE)2,9772,930-472952390.04%-56
HARMONY BIOSCIENCES HLDGS IN(HRMY)35,88735,88701,1911,1340.21%-57
LOWES COS INC(LOW)5,9005,90001,3761,3090.24%-67
CHECK POINT SOFTWARE TECH LT
ORD
12,70512,725+202,8962,8150.51%-80
TEADS HLDG CO96,64396,64303602400.04%-121
TARGA RES CORP(TRGP)1,0050-1,0052010-201
BERKSHIRE HATHAWAY INC DEL4,4504,45002,3702,1620.39%-208
VALENS SEMICONDUCTOR LTD110,1420-110,1422250-225
SAPIENS INTL CORP N V9,2710-9,2712510-251
CAESARSTONE LTD621,969621,96901,5111,2250.22%-286
SYNDAX PHARMACEUTICALS INC(SNDX)108,377108,37701,3311,0150.19%-316
SILICOM LTD236,167206,659-29,5083,5143,1960.58%-318
PFIZER INC(PFE)297,831297,83107,5477,2191.32%-328
PERRIGO CO PLC(PRGO)266,752266,539-2137,4807,1221.30%-358
KORNIT DIGITAL LTD260,586230,331-30,2554,9724,5860.84%-386
INTERNATIONAL FLAVORS&FRAGRA(IFF)128,234128,23409,9529,4321.72%-521
ODYSIGHT AI INC230,769211,335-19,4341,6201,0780.20%-542
RADWARE LTD(RDWR)230,589149,941-80,6484,9854,4140.81%-571
INMODE LTD(INMD)304,352298,883-5,4695,3994,3160.79%-1,083
ALIBABA GROUP HLDG LTD(BABA)69,32069,32009,1667,8621.44%-1,305
GSK PLC(GSK)404,433364,053-40,38015,66813,9802.55%-1,688
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
97,46081,510-15,95016,88314,8142.71%-2,069
SELECT SECTOR SPDR TR
ST STR STAPL ETF
43,6110-43,6113,5620-3,562
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