Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| META PLATFORMS INC(META) | 12,800 | 89,540 | +76,740 | 4 | 27 | 8.16% | +23 |
| CROWDSTRIKE HLDGS INC(CRWD) | 20,000 | 121,600 | +101,600 | 3 | 20 | 6.17% | +17 |
| AMAZON COM INC(AMZN) | 24,330 | 145,000 | +120,670 | 3 | 18 | 5.59% | +15 |
| MONDAY COM LTD SHS | 160,660 | 242,960 | +82,300 | 28 | 39 | 11.74% | +11 |
| CAMTEK LTD(CAMT) | 0 | 176,800 | +176,800 | 0 | 11 | 3.34% | +11 |
| CYBERARK SOFTWARE LTD | 90,200 | 149,600 | +59,400 | 14 | 25 | 7.43% | +10 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 0 | 962,000 | +962,000 | 0 | 10 | 2.98% | +10 |
| PAYCOM SOFTWARE INC(PAYC) | 0 | 35,000 | +35,000 | 0 | 9 | 2.75% | +9 |
| ALPHABET INC(GOOG) | 0 | 60,150 | +60,150 | 0 | 8 | 2.41% | +8 |
| WIX COM LTD SHS | 158,300 | 204,790 | +46,490 | 12 | 19 | 5.70% | +6 |
| PALO ALTO NETWORKS INC(PANW) | 104,535 | 126,215 | +21,680 | 27 | 30 | 8.98% | +3 |
| SQUARESPACE INC | 432,329 | 568,523 | +136,194 | 14 | 16 | 5.00% | +3 |
| ALPHABET INC(GOOG) | 0 | 20,800 | +20,800 | 0 | 3 | 0.83% | +3 |
| NVDIA CORPORATION(NVDA) | 27,160 | 29,450 | +2,290 | 11 | 13 | 3.89% | +1 |
| NOVA LTD(NVMI) | 16,248 | 28,248 | +12,000 | 2 | 3 | 0.96% | +1 |
| MICROSOFT CORP(MSFT) | 115,820 | 128,556 | +12,736 | 39 | 41 | 12.32% | +1 |
| ISHARES TR | 2,500 | 5,000 | +2,500 | 0 | 1 | 0.27% | 0 |
| INNOVIZ TECHNOLOGIES LTD | 200,000 | 500,000 | +300,000 | 1 | 1 | 0.30% | 0 |
| GLOBAL E ONLINE LTD CALL | 0 | 500 | +500 | 0 | 0 | 0.08% | 0 |
| ISHARES TR | 3,500 | 5,000 | +1,500 | 0 | 0 | 0.14% | 0 |
| SAVE FOODS INC | 75,455 | 75,455 | 0 | 0 | 0 | 0.01% | -0 |
| XTL BIOPHARMACEUTICALS LTD | 198,888 | 198,888 | 0 | 0 | 0 | 0.05% | -0 |
| ISHARES TR | 200 | 0 | -200 | 0 | 0 | — | -0 |
| BOOKING HOLDINGS INC(BKNG) | 2,550 | 2,000 | -550 | 7 | 6 | 1.87% | -1 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 127,763 | 86,763 | -41,000 | 2 | 1 | 0.41% | -1 |
| PERION NETWORK LTD | 43,628 | 0 | -43,628 | 1 | 0 | — | -1 |
| APPLE INC(AAPL) | 119,455 | 127,300 | +7,845 | 23 | 22 | 6.61% | -1 |
| ITURAN LOCATION AND CONTROL SHS | 75,000 | 0 | -75,000 | 2 | 0 | — | -2 |
| CAMTEK LTD(CAMT) | 61,000 | 250 | -60,750 | 2 | 0 | 0.07% | -2 |
| ISHARES TR | 6,000 | 0 | -6,000 | 2 | 0 | — | -2 |
| INVESCO QQQ TR | 6,940 | 0 | -6,940 | 2 | 0 | — | -2 |
| NICE LTD | 18,619 | 0 | -18,619 | 4 | 0 | — | -4 |
| APPLIED MATS INC | 62,900 | 31,717 | -31,183 | 9 | 4 | 1.33% | -5 |
| SPDR S&P 500 ETF TR(SPY) | 17,494 | 0 | -17,494 | 5 | 0 | — | -5 |
| POOL CORP(POOL) | 23,400 | 0 | -23,400 | 9 | 0 | — | -9 |
| SALESFORCE INC(CRM) | 51,980 | 10,000 | -41,980 | 11 | 2 | 0.62% | -9 |
| INMODE LTD | 240,813 | 0 | -240,813 | 9 | 0 | — | -9 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 73,060 | 0 | -73,060 | 11 | 0 | — | -11 |
| GLOBAL E ONLINE LTD SHS | 346,285 | 0 | -346,285 | 14 | 0 | — | -14 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 133,000 | 0 | -133,000 | 20 | 0 | — | -20 |