Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 0 | 4,700,000 | +4,700,000 | 0 | 6,266 | 3.17% | +6,266 |
| ORACLE CORP(ORCL) | 0 | 17,000 | +17,000 | 0 | 4,781 | 2.42% | +4,781 |
| TESLA INC(TSLA) | 11,630 | 18,030 | +6,400 | 3,694 | 8,018 | 4.06% | +4,324 |
| SNOWFLAKE INC(SNOW) | 0 | 2,300,000 | +2,300,000 | 0 | 3,606 | 1.83% | +3,606 |
| BROADCOM INC(AVGO) | 19,850 | 27,250 | +7,400 | 5,472 | 8,990 | 4.55% | +3,518 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 17,000 | +17,000 | 0 | 3,462 | 1.75% | +3,462 |
| UNITY SOFTWARE INC(U) | 50,000 | 110,000 | +60,000 | 1,210 | 4,404 | 2.23% | +3,194 |
| ALPHABET INC(GOOG) | 0 | 12,870 | +12,870 | 0 | 3,134 | 1.59% | +3,134 |
| CHECK POINT SOFTWARE TECH LT ORD | 0 | 15,000 | +15,000 | 0 | 3,104 | 1.57% | +3,104 |
| INTEL CORP(INTC) | 148,000 | 188,000 | +40,000 | 3,315 | 6,307 | 3.19% | +2,992 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 8,000 | +8,000 | 0 | 2,257 | 1.14% | +2,257 |
| CELLEBRITE DI LTD(CLBT) | 70,000 | 170,000 | +100,000 | 1,120 | 3,150 | 1.60% | +2,030 |
| BOX INC(BOX) | 0 | 2,000,000 | +2,000,000 | 0 | 2,017 | 1.02% | +2,017 |
| TWILIO INC(TWLO) | 0 | 20,000 | +20,000 | 0 | 2,002 | 1.01% | +2,002 |
| CIENA CORP(CIEN) | 12,000 | 19,000 | +7,000 | 976 | 2,768 | 1.40% | +1,792 |
| VARONIS SYS INC(VRNS) | 0 | 30,000 | +30,000 | 0 | 1,724 | 0.87% | +1,724 |
| NICE LTD(NICE) | 10,000 | 23,000 | +13,000 | 1,689 | 3,330 | 1.69% | +1,641 |
| HUT 8 CORP(HUT) | 0 | 45,000 | +45,000 | 0 | 1,566 | 0.79% | +1,566 |
| AMAZON COM INC(AMZN) | 62,070 | 68,470 | +6,400 | 13,618 | 15,034 | 7.61% | +1,416 |
| ENPHASE ENERGY INC(ENPH) | 0 | 40,000 | +40,000 | 0 | 1,416 | 0.72% | +1,416 |
| AEROVIRONMENT INC | 0 | 3,900 | +3,900 | 0 | 1,228 | 0.62% | +1,228 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 0 | 50,000 | +50,000 | 0 | 1,228 | 0.62% | +1,228 |
| SOLARIS ENERGY INFRAS INC(SEI) | 0 | 30,000 | +30,000 | 0 | 1,199 | 0.61% | +1,199 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 0 | 40,000 | +40,000 | 0 | 1,168 | 0.59% | +1,168 |
| SIMILARWEB LTD(SMWB) | 402,878 | 462,878 | +60,000 | 3,159 | 4,305 | 2.18% | +1,146 |
| SUNRUN INC(RUN) | 500,000 | 1,100,000 | +600,000 | 364 | 1,491 | 0.75% | +1,127 |
| TEXAS INSTRS INC(TXN) | 8,000 | 15,000 | +7,000 | 1,661 | 2,756 | 1.40% | +1,095 |
| PENGUIN SOLUTIONS INC(PENG) | 0 | 850,000 | +850,000 | 0 | 1,016 | 0.51% | +1,016 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 0 | 50,000 | +50,000 | 0 | 994 | 0.50% | +994 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 15,000 | +15,000 | 0 | 864 | 0.44% | +864 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 63,597 | 50,000 | -13,597 | 1,297 | 1,850 | 0.94% | +553 |
| MARVELL TECHNOLOGY INC(MRVL) | 61,400 | 62,000 | +600 | 4,752 | 5,212 | 2.64% | +460 |
| NETFLIX INC(NFLX) | 1,900 | 2,500 | +600 | 2,544 | 2,997 | 1.52% | +453 |
| IREN LIMITED ORDINARY SHARES | 70,000 | 30,000 | -40,000 | 1,020 | 1,408 | 0.71% | +388 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 38,000 | 30,000 | -8,000 | 1,862 | 2,200 | 1.11% | +338 |
| COMPLETE SOLARIA INC(SPWR) | 150,000 | 343,845 | +193,845 | 276 | 605 | 0.31% | +329 |
| FIRST SOLAR INC(FSLR) | 4,000 | 4,000 | 0 | 662 | 882 | 0.45% | +220 |
| CEVA INC(CEVA) | 43,000 | 43,000 | 0 | 945 | 1,136 | 0.58% | +190 |
| META PLATFORMS INC(META) | 19,835 | 20,165 | +330 | 14,640 | 14,809 | 7.50% | +169 |
| ANALOG DEVICES INC(ADI) | 7,700 | 7,700 | 0 | 1,833 | 1,892 | 0.96% | +59 |
| COMPASS INC(COMP) | 120,000 | 100,000 | -20,000 | 754 | 803 | 0.41% | +49 |
| WORKDAY INC(WDAY) | 7,000 | 7,000 | 0 | 1,680 | 1,685 | 0.85% | +5 |
| ON SEMICONDUCTOR CORP(ON) | 3,800,000 | 3,800,000 | 0 | 3,521 | 3,523 | 1.78% | +2 |
| NANO DIMENSION LTD(NNDM) | 431,947 | 431,947 | 0 | 700 | 678 | 0.34% | -22 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 2,000,000 | 2,000,000 | 0 | 1,906 | 1,884 | 0.95% | -22 |
| CLOUDFLARE INC(NET) | 7,000 | 6,000 | -1,000 | 1,371 | 1,288 | 0.65% | -83 |
| OSCAR HEALTH INC(OSCR) | 60,000 | 60,000 | 0 | 1,286 | 1,136 | 0.58% | -151 |
| SHIFT4 PMTS INC(FOUR) | 8,000 | 8,000 | 0 | 793 | 619 | 0.31% | -174 |
| COINBASE GLOBAL INC(COIN) | 5,360 | 5,000 | -360 | 1,879 | 1,687 | 0.85% | -191 |
| SALESFORCE INC(CRM) | 6,060 | 6,060 | 0 | 1,653 | 1,436 | 0.73% | -216 |
| VALENS SEMICONDUCTOR LTD(VLN) | 335,339 | 335,339 | 0 | 882 | 600 | 0.30% | -282 |
| KORNIT DIGITAL LTD(KRNT) | 47,520 | 47,520 | 0 | 946 | 642 | 0.32% | -305 |
| PAYONEER GLOBAL INC(PAYO) | 195,000 | 170,000 | -25,000 | 1,336 | 1,029 | 0.52% | -307 |
| UBER TECHNOLOGIES INC(UBER) | 35,000 | 30,000 | -5,000 | 3,266 | 2,939 | 1.49% | -326 |
| JFROG LTD(FROG) | 56,800 | 45,000 | -11,800 | 2,492 | 2,130 | 1.08% | -363 |
| ADVANCED MICRO DEVICES INC(AMD) | 67,690 | 57,000 | -10,690 | 9,605 | 9,222 | 4.67% | -383 |
| ODDITY TECH LTD SHS CL A | 35,000 | 35,000 | 0 | 2,641 | 2,181 | 1.10% | -461 |
| ETORO GROUP LTD(ETOR) | 20,000 | 20,000 | 0 | 1,332 | 825 | 0.42% | -506 |
| PAYCOM SOFTWARE INC(PAYC) | 2,335 | 0 | -2,335 | 540 | 0 | — | -540 |
| CAMTEK LTD(CAMT) | 50,000 | 35,000 | -15,000 | 4,228 | 3,677 | 1.86% | -551 |
| PAYLOCITY HLDG CORP(PCTY) | 3,230 | 0 | -3,230 | 585 | 0 | — | -585 |
| THE TRADE DESK INC(TTD) | 10,000 | 0 | -10,000 | 720 | 0 | — | -720 |
| ZOOM COMMUNICATIONS INC(ZM) | 10,000 | 0 | -10,000 | 780 | 0 | — | -780 |
| MICROSOFT CORP(MSFT) | 24,684 | 22,000 | -2,684 | 12,278 | 11,395 | 5.77% | -883 |
| BLOCK INC(XYZ) | 15,800 | 0 | -15,800 | 1,073 | 0 | — | -1,073 |
| NEBIUS GROUP N.V.(NBIS) | 20,000 | 0 | -20,000 | 1,107 | 0 | — | -1,107 |
| GITLAB INC(GTLB) | 25,000 | 0 | -25,000 | 1,128 | 0 | — | -1,128 |
| KRANESHARES TRUST | 35,000 | 0 | -35,000 | 1,202 | 0 | — | -1,202 |
| ELASTIC N V ORD SHS | 14,350 | 0 | -14,350 | 1,210 | 0 | — | -1,210 |
| DELL TECHNOLOGIES INC(DELL) | 10,000 | 0 | -10,000 | 1,226 | 0 | — | -1,226 |
| PERION NETWORK LTD(PERI) | 200,000 | 80,000 | -120,000 | 2,030 | 768 | 0.39% | -1,262 |
| WIX COM LTD SHS | 23,150 | 13,000 | -10,150 | 3,668 | 2,309 | 1.17% | -1,359 |
| NVIDIA CORPORATION(NVDA) | 46,640 | 32,070 | -14,570 | 7,369 | 5,984 | 3.03% | -1,385 |
| HUBSPOT INC(HUBS) | 2,500 | 0 | -2,500 | 1,392 | 0 | — | -1,392 |
| ATLASSIAN CORPORATION | 8,755 | 0 | -8,755 | 1,778 | 0 | — | -1,778 |
| MONDAY COM LTD SHS | 6,000 | 0 | -6,000 | 1,887 | 0 | — | -1,887 |
| CYBERARK SOFTWARE LTD | 5,000 | 0 | -5,000 | 2,034 | 0 | — | -2,034 |
| MICRON TECHNOLOGY INC(MU) | 17,265 | 0 | -17,265 | 2,128 | 0 | — | -2,128 |
| APPLIED MATLS INC | 25,310 | 11,950 | -13,360 | 4,634 | 2,447 | 1.24% | -2,187 |
| NOVA LTD(NVMI) | 10,326 | 0 | -10,326 | 2,842 | 0 | — | -2,842 |
| APPLE INC(AAPL) | 14,810 | 0 | -14,810 | 3,039 | 0 | — | -3,039 |