Yelin Lapidot Holdings Management Ltd.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SELECT SECTOR SPDR TR | 0 | 765,764 | +765,764 | 0 | 41,940,894 | +41,940,894 |
| ZIM INTEGRATED SHIPPING SERV | 2,422,986 | 3,248,834 | +825,848 | 32,831,460 | 68,972,746 | +36,141,286 |
| SPDR SERIES TRUST | 0 | 104,532 | +104,532 | 0 | 12,745,587 | +12,745,587 |
| ALPHABET INC | 69,539 | 75,744 | +6,205 | 16,904,931 | 23,707,872 | +6,802,941 |
| SELECT SECTOR SPDR TR | 0 | 30,460 | +30,460 | 0 | 4,385,326 | +4,385,326 |
| TEVA PHARMACEUTICAL INDS LTD | 395,504 | 395,504 | 0 | 7,989,181 | 12,343,680 | +4,354,499 |
| GLOBAL E ONLINE LTD | 837,183 | 858,583 | +21,400 | 29,937,664 | 33,750,897 | +3,813,233 |
| SPDR SERIES TRUST | 0 | 12,500 | +12,500 | 0 | 3,015,500 | +3,015,500 |
| ENLIGHT RENEWABLE ENERGY LTD | 198,844 | 198,844 | 0 | 6,195,979 | 9,039,448 | +2,843,469 |
| ELLOMAY CAPITAL LIMITED | 110,265 | 193,565 | +83,300 | 1,985,873 | 4,703,630 | +2,717,757 |
| ORMAT TECHNOLOGIES INC | 106,175 | 106,175 | 0 | 10,219,344 | 11,729,152 | +1,509,808 |
| SELECT SECTOR SPDR TR | 0 | 8,540 | +8,540 | 0 | 1,321,992 | +1,321,992 |
| SELECT SECTOR SPDR TR | 0 | 8,000 | +8,000 | 0 | 1,240,960 | +1,240,960 |
| TABOOLA.COM LTD | 768,731 | 768,731 | 0 | 2,621,372 | 3,543,850 | +922,478 |
| SHARKNINJA INC | 29,150 | 33,650 | +4,500 | 3,006,823 | 3,765,435 | +758,612 |
| INTERNATIONAL FLAVORS&FRAGRA | 128,234 | 128,234 | 0 | 7,891,520 | 8,641,689 | +750,169 |
| SOL GEL TECHNOLOGIES | 0 | 17,753 | +17,753 | 0 | 748,111 | +748,111 |
| ELBIT SYS LTD | 10,281 | 10,281 | 0 | 5,241,254 | 5,939,437 | +698,183 |
| VIATRIS INC | 487,397 | 442,462 | -44,935 | 4,825,230 | 5,508,652 | +683,422 |
| SYNDAX PHARMACEUTICALS INC | 108,377 | 108,377 | 0 | 1,667,380 | 2,277,001 | +609,621 |
| ISHARES TR | 13,573 | 14,119 | +546 | 9,084,409 | 9,670,668 | +586,259 |
| GSK PLC | 88,500 | 88,500 | 0 | 3,819,660 | 4,340,040 | +520,380 |
| MICRON TECHNOLOGY INC | 3,885 | 3,885 | 0 | 650,038 | 1,108,818 | +458,780 |
| INVESCO EXCH TRADED FD TR II | 0 | 1,608 | +1,608 | 0 | 406,695 | +406,695 |
| HARMONY BIOSCIENCES HLDGS IN | 35,887 | 35,887 | 0 | 989,046 | 1,342,892 | +353,846 |
| MAGIC SOFTWARE ENTERPRISES L | 62,066 | 62,066 | 0 | 1,266,767 | 1,598,200 | +331,433 |
| AMAZON COM INC | 82,275 | 79,575 | -2,700 | 18,065,122 | 18,367,502 | +302,380 |
| COGNYTE SOFTWARE LTD | 0 | 26,690 | +26,690 | 0 | 250,886 | +250,886 |
| ARVINAS INC | 46,665 | 46,665 | 0 | 397,586 | 553,447 | +155,861 |
| NOVA LTD | 15,441 | 15,441 | 0 | 4,935,870 | 5,070,670 | +134,800 |
| CISCO SYS INC | 13,253 | 13,358 | +105 | 906,770 | 1,028,967 | +122,197 |
| ZOOM COMMUNICATIONS INC | 25,900 | 25,900 | 0 | 2,136,750 | 2,234,911 | +98,161 |
| INTEL CORP | 18,650 | 18,650 | 0 | 625,708 | 688,185 | +62,477 |
| KORNIT DIGITAL LTD | 230,331 | 220,031 | -10,300 | 3,109,469 | 3,164,046 | +54,577 |
| CAMTEK LTD | 35,577 | 35,577 | 0 | 3,737,364 | 3,783,436 | +46,072 |
| SCHWAB STRATEGIC TR | 57,120 | 57,120 | 0 | 1,822,699 | 1,863,254 | +40,555 |
| VISA INC | 2,249 | 2,289 | +40 | 767,764 | 802,775 | +35,011 |
| SCHWAB STRATEGIC TR | 251,541 | 251,541 | 0 | 6,867,069 | 6,899,770 | +32,701 |
| VANGUARD SCOTTSDALE FDS | 18,850 | 18,850 | 0 | 1,843,907 | 1,875,952 | +32,045 |
| VANGUARD INDEX FDS | 3,835 | 3,835 | 0 | 1,839,304 | 1,870,943 | +31,639 |
| PENNANTPARK FLOATING RATE CA | 74,427 | 74,427 | 0 | 661,656 | 689,938 | +28,282 |
| MARVELL TECHNOLOGY INC | 24,824 | 24,824 | 0 | 2,086,954 | 2,109,544 | +22,590 |
| GE VERNOVA INC | 534 | 534 | 0 | 328,357 | 349,006 | +20,649 |
| CORPAY INC | 1,500 | 1,500 | 0 | 432,090 | 451,395 | +19,305 |
| COMPUGEN LTD | 318,852 | 318,852 | 0 | 468,712 | 487,844 | +19,132 |
| GE AEROSPACE | 2,137 | 2,137 | 0 | 642,852 | 658,260 | +15,408 |
| NVIDIA CORPORATION | 15,162 | 15,180 | +18 | 2,828,926 | 2,831,070 | +2,144 |
| BERKSHIRE HATHAWAY INC DEL | 4,450 | 4,450 | 0 | 2,237,193 | 2,236,793 | -400 |
| PERION NETWORK LTD | 42,084 | 42,084 | 0 | 404,006 | 403,165 | -841 |
| DISNEY WALT CO | 2,500 | 2,500 | 0 | 286,250 | 284,425 | -1,825 |
| AUDIOCODES LTD | 20,113 | 20,113 | 0 | 191,476 | 175,586 | -15,890 |
| SIMON PPTY GROUP INC NEW | 7,150 | 7,150 | 0 | 1,341,841 | 1,323,537 | -18,304 |
| JEFFERIES FINL GROUP INC | 8,652 | 8,652 | 0 | 566,014 | 536,164 | -29,850 |
| KKR & CO INC | 14,827 | 14,827 | 0 | 1,926,769 | 1,890,146 | -36,623 |
| DIGITAL RLTY TR INC | 2,300 | 2,300 | 0 | 397,624 | 355,833 | -41,791 |
| NVR INC | 63 | 63 | 0 | 506,184 | 459,445 | -46,739 |
| LOWES COS INC | 5,900 | 5,900 | 0 | 1,482,729 | 1,422,844 | -59,885 |
| T-MOBILE US INC | 1,539 | 1,448 | -91 | 368,406 | 294,002 | -74,404 |
| INMODE LTD | 298,883 | 297,883 | -1,000 | 4,453,356 | 4,375,901 | -77,455 |
| AT&T INC | 13,582 | 12,142 | -1,440 | 383,556 | 301,607 | -81,949 |
| VERIZON COMMUNICATIONS INC | 8,909 | 7,572 | -1,337 | 391,551 | 308,408 | -83,143 |
| TEADS HLDG CO | 96,643 | 96,643 | 0 | 159,461 | 68,027 | -91,434 |
| SOLAREDGE TECHNOLOGIES INC | 11,654 | 11,654 | 0 | 431,198 | 336,218 | -94,980 |
| WILLIAMS COS INC | 4,711 | 3,371 | -1,340 | 298,442 | 202,631 | -95,811 |
| AMERICAN TOWER CORP NEW | 1,962 | 1,407 | -555 | 377,332 | 247,027 | -130,305 |
| ALLOT LTD | 225,943 | 225,943 | 0 | 2,390,477 | 2,221,020 | -169,457 |
| INVESCO QQQ TR | 4,738 | 4,238 | -500 | 2,844,553 | 2,603,446 | -241,107 |
| ODYSIGHT AI INC | 210,111 | 210,111 | 0 | 945,500 | 693,366 | -252,134 |
| ICL GROUP LTD | 537,457 | 537,457 | 0 | 3,342,983 | 3,068,879 | -274,104 |
| CHECK POINT SOFTWARE TECH LT | 12,729 | 12,703 | -26 | 2,633,757 | 2,357,169 | -276,588 |
| MEDIWOUND LTD | 809,948 | 763,069 | -46,879 | 14,595,263 | 14,086,254 | -509,009 |
| ARISTA NETWORKS INC | 38,760 | 38,795 | +35 | 5,647,720 | 5,083,309 | -564,411 |
| ELTEK LTD | 252,682 | 252,682 | 0 | 2,766,868 | 2,185,699 | -581,169 |
| PFIZER INC | 297,831 | 280,301 | -17,530 | 7,588,734 | 6,979,495 | -609,239 |
| SILICOM LTD | 205,659 | 205,659 | 0 | 3,644,278 | 3,023,188 | -621,090 |
| CAESARSTONE LTD | 621,969 | 156,042 | -465,927 | 988,931 | 290,238 | -698,693 |
| INVESCO EXCHANGE TRADED FD T | 66,790 | 61,390 | -5,400 | 12,670,063 | 11,759,868 | -910,195 |
| MICROSOFT CORP | 43,687 | 44,817 | +1,130 | 22,627,682 | 21,674,398 | -953,284 |
| WIX COM LTD | 13,251 | 13,251 | 0 | 2,353,775 | 1,376,646 | -977,129 |
| RADWARE LTD | 115,210 | 72,277 | -42,933 | 3,051,913 | 1,741,153 | -1,310,760 |
| RADCOM LTD | 492,375 | 416,790 | -75,585 | 7,134,514 | 5,451,613 | -1,682,901 |
| PERRIGO CO PLC | 266,539 | 266,539 | 0 | 5,935,824 | 3,710,223 | -2,225,601 |
| ALIBABA GROUP HLDG LTD | 69,320 | 69,320 | 0 | 12,389,564 | 10,160,925 | -2,228,639 |
| NICE LTD | 54,696 | 48,796 | -5,900 | 7,918,887 | 5,515,900 | -2,402,987 |
| META PLATFORMS INC | 33,837 | 31,632 | -2,205 | 24,849,216 | 20,879,967 | -3,969,249 |
| GILAT SATELLITE NETWORKS LTD | 681,549 | 181,549 | -500,000 | 8,873,768 | 2,349,244 | -6,524,524 |
| SPDR S&P 500 ETF TR | 60,595 | 33,431 | -27,164 | 40,367,177 | 22,797,268 | -17,569,909 |