Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT) | 268,600 | 289,220 | +20,620 | 101 | 144 | 26.55% | +43 |
| AMAT | 0 | 230,159 | +230,159 | 0 | 42 | 7.78% | +42 |
| META PLATFORMS INC(META) | 83,000 | 114,966 | +31,966 | 48 | 85 | 15.66% | +37 |
| NOVA LTD(NVMI) | 82,100 | 181,057 | +98,957 | 15 | 50 | 9.19% | +35 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 628,450 | 607,330 | -21,120 | 104 | 138 | 25.38% | +33 |
| NVIDIA CORPORATION(NVDA) | 0 | 103,200 | +103,200 | 0 | 16 | 3.01% | +16 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 0 | 40,000 | +40,000 | 0 | 11 | 2.06% | +11 |
| CAMTEK LTD(CAMT) | 190,600 | 239,742 | +49,142 | 11 | 20 | 3.74% | +9 |
| INVESCO QQQ TR | 6,940 | 6,940 | 0 | 3 | 4 | 0.71% | +1 |
| SPDR S&P 500 ETF TR(SPY) | 4,794 | 4,794 | 0 | 3 | 3 | 0.55% | 0 |
| XTL BIOPHARMACEUTICALS LTD | 198,888 | 198,888 | 0 | 0 | 0 | 0.04% | -0 |
| BOOKING HOLDINGS INC(BKNG) | 6,300 | 5,000 | -1,300 | 29 | 29 | 5.34% | -0 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 209,606 | 0 | -209,606 | 3 | 0 | — | -3 |
| GLOBAL E ONLINE LTD SHS | 250,000 | 0 | -250,000 | 9 | 0 | — | -9 |
| FLUTTER ENTMT PLC(FLUT) | 49,000 | 0 | -49,000 | 11 | 0 | — | -11 |
| AMAZON.COM INC(AMZN) | 65,000 | 0 | -65,000 | 12 | 0 | — | -12 |
| SALESFORCE INC(CRM) | 78,000 | 0 | -78,000 | 21 | 0 | — | -21 |
| WIX COM LTD SHS | 400,450 | 0 | -400,450 | 65 | 0 | — | -65 |