Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Meta Platforms, Inc.CL A(META) | 19,415 | 19,835 | +420 | $11.19M | $14.64M | 8.98% | +$3.45M |
| Amazon.com, Inc.(AMZN) | 60,700 | 62,070 | +1,370 | $11.55M | $13.62M | 8.35% | +$2.07M |
| Microsoft Corporation(MSFT) | 16,844 | 24,684 | +7,840 | $6.32M | $12.28M | 7.53% | +$5.95M |
| Advanced Micro Devices, Inc.(AMD) | 41,060 | 67,690 | +26,630 | $4.22M | $9.61M | 5.89% | +$5.39M |
| NVIDIA Corporation(NVDA) | 37,000 | 46,640 | +9,640 | $4.01M | $7.37M | 4.52% | +$3.36M |
| Broadcom Inc.(AVGO) | 22,000 | 19,850 | -2,150 | $3.68M | $5.47M | 3.36% | +$1.79M |
| Marvell Technology, Inc.(MRVL) | 32,300 | 61,400 | +29,100 | $1.99M | $4.75M | 2.92% | +$2.76M |
| Applied Matls Inc | 17,800 | 25,310 | +7,510 | $2.58M | $4.63M | 2.84% | +$2.05M |
| Camtek Ltd.(CAMT) | 29,000 | 50,000 | +21,000 | $1.70M | $4.23M | 2.59% | +$2.53M |
| Tesla, Inc.(TSLA) | 14,400 | 11,630 | -2,770 | $3.73M | $3.69M | 2.27% | -$37.5K |
| Wix Com LtdSHS SHS | 0 | 23,150 | +23,150 | $0 | $3.67M | 2.25% | +$3.67M |
| ON Semiconductor CorporationNOTE 0 500 3 0(ON) | 3,800,000 | 3,800,000 | 0 | $3.28M | $3.52M | 2.16% | +$243.6K |
| Intel Corporation(INTC) | 100,000 | 148,000 | +48,000 | $2.27M | $3.32M | 2.03% | +$1.04M |
| Uber Technologies, Inc.(UBER) | 35,000 | 35,000 | 0 | $2.55M | $3.27M | 2.00% | +$715.4K |
| Similarweb Ltd.SHS(SMWB) | 296,755 | 402,878 | +106,123 | $2.45M | $3.16M | 1.94% | +$704.4K |
| Apple Inc.(AAPL) | 12,260 | 14,810 | +2,550 | $2.72M | $3.04M | 1.86% | +$315.3K |
| Nova Ltd.(NVMI) | 0 | 10,326 | +10,326 | $0 | $2.84M | 1.74% | +$2.84M |
| Oddity Tech LtdCL A SHS CL A | 30,000 | 35,000 | +5,000 | $1.30M | $2.64M | 1.62% | +$1.34M |
| Netflix, Inc.(NFLX) | 1,900 | 1,900 | 0 | $1.77M | $2.54M | 1.56% | +$772.5K |
| JFrog Ltd.(FROG) | 60,000 | 56,800 | -3,200 | $1.92M | $2.49M | 1.53% | +$572.4K |
| Micron Technology, Inc.(MU) | 35,000 | 17,265 | -17,735 | $3.04M | $2.13M | 1.31% | -$913.2K |
| Cyberark Software LtdSHS | 5,511 | 5,000 | -511 | $1.86M | $2.03M | 1.25% | +$171.7K |
| Perion Network Ltd.SHS NEW(PERI) | 474,120 | 200,000 | -274,120 | $3.86M | $2.03M | 1.25% | -$1.83M |
| Akamai Technologies, Inc.NOTE 1 125 2 1(AKAM) | 2,000,000 | 2,000,000 | 0 | $1.91M | $1.91M | 1.17% | +$1.0K |
| Monday Com LtdSHS SHS | 6,530 | 6,000 | -530 | $1.59M | $1.89M | 1.16% | +$299.0K |
| Coinbase Global, Inc.CL A(COIN) | 3,500 | 5,360 | +1,860 | $602.8K | $1.88M | 1.15% | +$1.28M |
| Lattice Semiconductor Corporation(LSCC) | 25,000 | 38,000 | +13,000 | $1.31M | $1.86M | 1.14% | +$550.4K |
| Analog Devices, Inc.(ADI) | 0 | 7,700 | +7,700 | $0 | $1.83M | 1.12% | +$1.83M |
| Atlassian CorporationCL A | 8,020 | 8,755 | +735 | $1.70M | $1.78M | 1.09% | +$76.1K |
| NICE Ltd.ADR(NICE) | 14,000 | 10,000 | -4,000 | $2.16M | $1.69M | 1.04% | -$469.3K |
| Workday, Inc.CL A(WDAY) | 7,000 | 7,000 | 0 | $1.63M | $1.68M | 1.03% | +$45.3K |
| Texas Instruments Incorporated(TXN) | 0 | 8,000 | +8,000 | $0 | $1.66M | 1.02% | +$1.66M |
| Salesforce, Inc.(CRM) | 24,560 | 6,060 | -18,500 | $6.59M | $1.65M | 1.01% | -$4.94M |
| HubSpot, Inc.(HUBS) | 1,930 | 2,500 | +570 | $1.10M | $1.39M | 0.85% | +$289.0K |
| Cloudflare, Inc.CL A(NET) | 6,000 | 7,000 | +1,000 | $676.1K | $1.37M | 0.84% | +$694.7K |
| Payoneer Global Inc.(PAYO) | 0 | 195,000 | +195,000 | $0 | $1.34M | 0.82% | +$1.34M |
| eToro Group Ltd.CL A(ETOR) | 0 | 20,000 | +20,000 | $0 | $1.33M | 0.82% | +$1.33M |
| SolarEdge Technologies, Inc.(SEDG) | 144,000 | 63,597 | -80,403 | $2.33M | $1.30M | 0.80% | -$1.03M |
| Oscar Health, Inc.CL A(OSCR) | 0 | 60,000 | +60,000 | $0 | $1.29M | 0.79% | +$1.29M |
| Dell Technologies Inc.CL C(DELL) | 27,335 | 10,000 | -17,335 | $2.49M | $1.23M | 0.75% | -$1.27M |
| Elastic N V ORD SHS | 14,350 | 14,350 | 0 | $1.28M | $1.21M | 0.74% | -$68.4K |
| Unity Software Inc.(U) | 50,000 | 50,000 | 0 | $979.5K | $1.21M | 0.74% | +$230.5K |
| Kraneshares TrustCSI CHI INTERNET | 41,000 | 35,000 | -6,000 | $1.43M | $1.20M | 0.74% | -$229.8K |
| GitLab Inc.CL A(GTLB) | 34,060 | 25,000 | -9,060 | $1.60M | $1.13M | 0.69% | -$473.1K |
| Cellebrite DI Ltd.(CLBT) | 0 | 70,000 | +70,000 | $0 | $1.12M | 0.69% | +$1.12M |
| Nebius Group N.V.CL A(NBIS) | 0 | 20,000 | +20,000 | $0 | $1.11M | 0.68% | +$1.11M |
| Block, Inc.CL A(XYZ) | 10,000 | 15,800 | +5,800 | $543.3K | $1.07M | 0.66% | +$530.0K |
| Iren Limited ORDINARY SHARES | 0 | 70,000 | +70,000 | $0 | $1.02M | 0.63% | +$1.02M |
| Ciena Corporation(CIEN) | 12,000 | 12,000 | 0 | $725.2K | $976.0K | 0.60% | +$250.8K |
| Kornit Digital Ltd.SHS(KRNT) | 40,000 | 47,520 | +7,520 | $763.2K | $946.1K | 0.58% | +$182.9K |
| CEVA, Inc.(CEVA) | 43,000 | 43,000 | 0 | $1.10M | $945.1K | 0.58% | -$156.1K |
| Valens Semiconductor Ltd.(VLN) | 400,339 | 335,339 | -65,000 | $816.7K | $881.9K | 0.54% | +$65.3K |
| Shift4 Payments, Inc.CL A(FOUR) | 8,000 | 8,000 | 0 | $653.7K | $792.9K | 0.49% | +$139.2K |
| Zoom Communications, Inc.CL A(ZM) | 10,000 | 10,000 | 0 | $737.7K | $779.8K | 0.48% | +$42.1K |
| Compass, Inc.CL A(COMP) | 120,000 | 120,000 | 0 | $1.05M | $753.6K | 0.46% | -$294.0K |
| The Trade Desk, Inc.CL A(TTD) | 10,000 | 10,000 | 0 | $547.2K | $719.9K | 0.44% | +$172.7K |
| Nano Dimension Ltd.ADS(NNDM) | 451,947 | 431,947 | -20,000 | $718.6K | $699.8K | 0.43% | -$18.8K |
| First Solar, Inc.(FSLR) | 0 | 4,000 | +4,000 | $0 | $662.2K | 0.41% | +$662.2K |
| Paylocity Holding Corporation(PCTY) | 3,230 | 3,230 | 0 | $605.1K | $585.2K | 0.36% | -$19.9K |
| Paycom Software, Inc.(PAYC) | 2,335 | 2,335 | 0 | $510.2K | $540.3K | 0.33% | +$30.2K |
| Sunrun Inc.NOTE 4 000 3 0(RUN) | 500,000 | 500,000 | 0 | $359.8K | $364.1K | 0.22% | +$4.3K |
| SunPower Inc.(SPWR) | 0 | 150,000 | +150,000 | $0 | $276.0K | 0.17% | +$276.0K |
| Alphabet Inc.CL C(GOOG) | 15,300 | 0 | -15,300 | $2.39M | $0 | — | -$2.39M |
| Autodesk Inc | 5,500 | 0 | -5,500 | $1.44M | $0 | — | -$1.44M |
| Coupang, Inc.CL A(CPNG) | 35,000 | 0 | -35,000 | $767.5K | $0 | — | -$767.5K |
| Global E Online LtdSHS SHS | 30,000 | 0 | -30,000 | $1.07M | $0 | — | -$1.07M |
| Hippo Holdings Inc.(HIPO) | 25,000 | 0 | -25,000 | $639.0K | $0 | — | -$639.0K |
| QUALCOMM Incorporated(QCOM) | 10,000 | 0 | -10,000 | $1.54M | $0 | — | -$1.54M |
| Serve Robotics Inc.(SERV) | 15,000 | 0 | -15,000 | $86.3K | $0 | — | -$86.3K |
| Shl Telemedicine LtdADS | 32,642 | 0 | -32,642 | $67.7K | $0 | — | -$67.7K |
| Taboola.com Ltd.(TBLA) | 180,000 | 0 | -180,000 | $531.0K | $0 | — | -$531.0K |
| Western Digital Corporation(WDC) | 12,000 | 0 | -12,000 | $485.2K | $0 | — | -$485.2K |