Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 52,350 | 280,200 | +227,850 | 7 | 43 | 11.47% | +35 |
| TEVA PHARMACEUTICAL INDS LTD | 4,400 | 1,485,000 | +1,480,600 | 0 | 21 | 5.63% | +21 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 138,000 | +138,000 | 0 | 19 | 5.05% | +19 |
| MICROSOFT CORP(MSFT) | 132,306 | 160,000 | +27,694 | 50 | 67 | 18.09% | +18 |
| SALESFORCE INC(CRM) | 47,000 | 83,000 | +36,000 | 12 | 25 | 6.72% | +13 |
| SQUARESPACE INC | 25,000 | 341,500 | +316,500 | 1 | 12 | 3.34% | +12 |
| NVDIA CORPORATION(NVDA) | 13,550 | 13,415 | -135 | 7 | 12 | 3.26% | +5 |
| META PLATFORMS INC(META) | 78,540 | 66,800 | -11,740 | 28 | 32 | 8.72% | +5 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 40,000 | 60,000 | +20,000 | 3 | 7 | 1.80% | +3 |
| ALPHABET INC(GOOG) | 14,800 | 29,000 | +14,200 | 2 | 4 | 1.18% | +2 |
| XTL BIOPHARMACEUTICALS LTD | 198,888 | 198,888 | 0 | 0 | 1 | 0.15% | 0 |
| INVESCO QQQ TR | 6,940 | 6,940 | 0 | 3 | 3 | 0.83% | 0 |
| SPDR S&P 500 ETF TR(SPY) | 4,794 | 4,794 | 0 | 2 | 3 | 0.67% | 0 |
| SAVE FOODS INC | 10,779 | 0 | -10,779 | 0 | 0 | — | -0 |
| BOOKING HOLDINGS INC(BKNG) | 6,870 | 6,600 | -270 | 24 | 24 | 6.44% | -0 |
| AMAZON COM INC(AMZN) | 150,000 | 122,200 | -27,800 | 23 | 22 | 5.92% | -1 |
| INNOVIZ TECHNOLOGIES LTD | 300,000 | 0 | -300,000 | 1 | 0 | — | -1 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 9,991 | 0 | -9,991 | 1 | 0 | — | -1 |
| CYBERARK SOFTWARE LTD | 88,346 | 66,400 | -21,946 | 19 | 18 | 4.74% | -2 |
| INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 | 100,000 | 0 | -100,000 | 3 | 0 | — | -3 |
| ISHARES TR | 15,000 | 0 | -15,000 | 3 | 0 | — | -3 |
| ISHARES TR | 30,000 | 0 | -30,000 | 3 | 0 | — | -3 |
| PAYCOM SOFTWARE INC(PAYC) | 20,000 | 0 | -20,000 | 4 | 0 | — | -4 |
| APPLIED MATS INC | 27,217 | 0 | -27,217 | 4 | 0 | — | -4 |
| APPLE INC(AAPL) | 80,200 | 55,200 | -25,000 | 15 | 9 | 2.54% | -6 |
| WIX COM LTD SHS | 200,275 | 119,150 | -81,125 | 25 | 16 | 4.40% | -8 |
| MONDAY COM LTD SHS | 194,174 | 115,500 | -78,674 | 36 | 26 | 7.01% | -10 |
| GLOBAL E ONLINE LTD SHS | 417,500 | 150,002 | -267,498 | 17 | 5 | 1.47% | -11 |
| NOVA LTD(NVMI) | 90,000 | 0 | -90,000 | 12 | 0 | — | -12 |
| CAMTEK LTD(CAMT) | 245,000 | 15,000 | -230,000 | 17 | 1 | 0.34% | -16 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 130,000 | 0 | -130,000 | 21 | 0 | — | -21 |
| PALO ALTO NETWORKS INC(PANW) | 117,615 | 3,100 | -114,515 | 35 | 1 | 0.24% | -34 |