Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 467,900 | 628,450 | +160,550 | 92 | 104 | 23.92% | +12 |
| AMAZON.COM INC(AMZN) | 15,000 | 65,000 | +50,000 | 3 | 12 | 2.84% | +9 |
| WIX COM LTD SHS | 273,400 | 400,450 | +127,050 | 59 | 65 | 15.00% | +7 |
| BOOKING HOLDINGS INC(BKNG) | 4,500 | 6,300 | +1,800 | 22 | 29 | 6.65% | +7 |
| META PLATFORMS INC(META) | 71,200 | 83,000 | +11,800 | 42 | 48 | 10.97% | +6 |
| SALESFORCE INC(CRM) | 45,000 | 78,000 | +33,000 | 15 | 21 | 4.80% | +6 |
| SPDR S&P 500 ETF TR(SPY) | 4,794 | 4,794 | 0 | 3 | 3 | 0.61% | -0 |
| XTL BIOPHARMACEUTICALS LTD | 198,888 | 198,888 | 0 | 0 | 0 | 0.05% | -0 |
| INVESCO QQQ TR | 6,940 | 6,940 | 0 | 4 | 3 | 0.75% | -0 |
| NOVA LTD(NVMI) | 83,353 | 82,100 | -1,253 | 16 | 15 | 3.47% | -1 |
| FLUTTER ENTMT PLC(FLUT) | 60,000 | 49,000 | -11,000 | 16 | 11 | 2.49% | -5 |
| MONDAY COM LTD SHS | 20,000 | 0 | -20,000 | 5 | 0 | — | -5 |
| GLOBAL E ONLINE LTD SHS | 252,818 | 250,000 | -2,818 | 14 | 9 | 2.04% | -5 |
| MICROSOFT CORP(MSFT) | 277,400 | 268,600 | -8,800 | 117 | 101 | 23.11% | -16 |
| CAMTEK LTD(CAMT) | 348,054 | 190,600 | -157,454 | 28 | 11 | 2.56% | -17 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 3,285,359 | 209,606 | -3,075,753 | 72 | 3 | 0.74% | -69 |