Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Meta Platforms, Inc.CL A(META) | 20,165 | 21,000 | +835 | $14.81M | $13.86M | 7.25% | -$946.9K |
| Amazon.com, Inc.(AMZN) | 68,470 | 60,000 | -8,470 | $15.03M | $13.85M | 7.25% | -$1.18M |
| Microsoft Corporation(MSFT) | 22,000 | 25,000 | +3,000 | $11.39M | $12.09M | 6.33% | +$695.6K |
| Broadcom Inc.(AVGO) | 27,250 | 26,900 | -350 | $8.99M | $9.31M | 4.87% | +$320.0K |
| Tesla, Inc.(TSLA) | 18,030 | 20,130 | +2,100 | $8.02M | $9.05M | 4.74% | +$1.03M |
| NVIDIA Corporation(NVDA) | 32,070 | 48,300 | +16,230 | $5.98M | $9.01M | 4.71% | +$3.02M |
| Advanced Micro Devices, Inc.(AMD) | 57,000 | 40,000 | -17,000 | $9.22M | $8.57M | 4.48% | -$655.6K |
| Intel Corporation(INTC) | 188,000 | 160,000 | -28,000 | $6.31M | $5.90M | 3.09% | -$403.4K |
| SolarEdge Technologies, Inc.NOTE 2 250 7 0(SEDG) | 4,700,000 | 4,700,000 | 0 | $6.27M | $5.52M | 2.89% | -$744.3K |
| Alphabet Inc.CL C(GOOG) | 12,870 | 16,020 | +3,150 | $3.13M | $5.03M | 2.63% | +$1.89M |
| ON Semiconductor CorporationNOTE 5 0(ON) | 0 | 4,000,000 | +4,000,000 | $0 | $4.77M | 2.50% | +$4.77M |
| Unity Software Inc.(U) | 110,000 | 100,000 | -10,000 | $4.40M | $4.42M | 2.31% | +$12.6K |
| Applied Matls Inc | 11,950 | 17,150 | +5,200 | $2.45M | $4.41M | 2.31% | +$1.96M |
| Taiwan Semiconductor Manufacturing Company LimitedADS(TSM) | 0 | 13,000 | +13,000 | $0 | $3.95M | 2.07% | +$3.95M |
| Palo Alto Networks, Inc.(PANW) | 17,000 | 20,400 | +3,400 | $3.46M | $3.76M | 1.97% | +$296.1K |
| Similarweb Ltd.SHS(SMWB) | 462,878 | 480,000 | +17,122 | $4.30M | $3.60M | 1.88% | -$709.6K |
| Twilio Inc.CL A(TWLO) | 20,000 | 25,000 | +5,000 | $2.00M | $3.56M | 1.86% | +$1.55M |
| Salesforce, Inc.(CRM) | 6,060 | 12,000 | +5,940 | $1.44M | $3.18M | 1.66% | +$1.74M |
| Texas Instruments Incorporated(TXN) | 15,000 | 17,000 | +2,000 | $2.76M | $2.95M | 1.54% | +$193.4K |
| Oracle Corporation(ORCL) | 17,000 | 15,000 | -2,000 | $4.78M | $2.92M | 1.53% | -$1.86M |
| Enphase Energy, Inc.(ENPH) | 40,000 | 90,000 | +50,000 | $1.42M | $2.88M | 1.51% | +$1.47M |
| Camtek Ltd.(CAMT) | 35,000 | 25,000 | -10,000 | $3.68M | $2.66M | 1.39% | -$1.02M |
| Wix Com LtdSHS SHS | 13,000 | 25,000 | +12,000 | $2.31M | $2.60M | 1.36% | +$288.1K |
| Analog Devices, Inc.(ADI) | 7,700 | 9,200 | +1,500 | $1.89M | $2.50M | 1.31% | +$603.1K |
| Uber Technologies, Inc.(UBER) | 30,000 | 30,000 | 0 | $2.94M | $2.45M | 1.28% | -$487.8K |
| Marvell Technology, Inc.(MRVL) | 62,000 | 28,800 | -33,200 | $5.21M | $2.45M | 1.28% | -$2.76M |
| MongoDB, Inc.CL A(MDB) | 0 | 5,600 | +5,600 | $0 | $2.35M | 1.23% | +$2.35M |
| Varonis Systems, Inc.NOTE 1 000 9 1(VRNS) | 0 | 2,500,000 | +2,500,000 | $0 | $2.33M | 1.22% | +$2.33M |
| NICE Ltd.ADR(NICE) | 23,000 | 20,000 | -3,000 | $3.33M | $2.26M | 1.18% | -$1.07M |
| Nokia OyjADR(NOK) | 0 | 320,000 | +320,000 | $0 | $2.07M | 1.08% | +$2.07M |
| JFrog Ltd.(FROG) | 45,000 | 32,300 | -12,700 | $2.13M | $2.02M | 1.06% | -$112.4K |
| KLA Corporation(KLAC) | 0 | 1,635 | +1,635 | $0 | $1.99M | 1.04% | +$1.99M |
| Box, Inc.NOTE 1 500 9 1(BOX) | 2,000,000 | 2,000,000 | 0 | $2.02M | $1.96M | 1.03% | -$57.6K |
| Rubrik, Inc.CL A(RBRK) | 0 | 22,800 | +22,800 | $0 | $1.74M | 0.91% | +$1.74M |
| Snowflake Inc.(SNOW) | 0 | 7,100 | +7,100 | $0 | $1.56M | 0.81% | +$1.56M |
| Snowflake Inc.NOTE 10 0(SNOW) | 2,300,000 | 1,000,000 | -1,300,000 | $3.61M | $1.55M | 0.81% | -$2.06M |
| Coherent Corp.(COHR) | 0 | 8,000 | +8,000 | $0 | $1.48M | 0.77% | +$1.48M |
| Lattice Semiconductor Corporation(LSCC) | 30,000 | 20,000 | -10,000 | $2.20M | $1.47M | 0.77% | -$728.0K |
| Cellebrite DI Ltd.(CLBT) | 170,000 | 80,000 | -90,000 | $3.15M | $1.44M | 0.75% | -$1.71M |
| ServiceNow, Inc.(NOW) | 0 | 9,200 | +9,200 | $0 | $1.41M | 0.74% | +$1.41M |
| Oddity Tech LtdCL A SHS CL A | 35,000 | 35,000 | 0 | $2.18M | $1.41M | 0.74% | -$774.2K |
| TTM Technologies, Inc.(TTMI) | 15,000 | 18,600 | +3,600 | $864.0K | $1.28M | 0.67% | +$419.4K |
| Zeta Global Holdings Corp.CL A(ZETA) | 50,000 | 60,000 | +10,000 | $993.5K | $1.22M | 0.64% | +$227.5K |
| Sanmina Corporation(SANM) | 0 | 8,000 | +8,000 | $0 | $1.20M | 0.63% | +$1.20M |
| Ciena Corporation(CIEN) | 19,000 | 5,000 | -14,000 | $2.77M | $1.17M | 0.61% | -$1.60M |
| BILL Holdings, Inc.NOTE 4 0(BILL) | 0 | 1,250,000 | +1,250,000 | $0 | $1.15M | 0.60% | +$1.15M |
| Varonis Systems, Inc.(VRNS) | 30,000 | 35,000 | +5,000 | $1.72M | $1.15M | 0.60% | -$576.1K |
| Workday, Inc.CL A(WDAY) | 7,000 | 5,300 | -1,700 | $1.69M | $1.14M | 0.60% | -$546.8K |
| Coinbase Global, Inc.CL A(COIN) | 5,000 | 5,000 | 0 | $1.69M | $1.13M | 0.59% | -$556.8K |
| Renatus Tactical AcquisCL A SHS CL A | 0 | 100,000 | +100,000 | $0 | $1.07M | 0.56% | +$1.07M |
| Compass, Inc.CL A(COMP) | 100,000 | 100,000 | 0 | $803.0K | $1.06M | 0.55% | +$254.0K |
| Allegro MicroSystems, Inc.(ALGM) | 40,000 | 40,000 | 0 | $1.17M | $1.06M | 0.55% | -$112.8K |
| First Solar, Inc.(FSLR) | 4,000 | 4,000 | 0 | $882.1K | $1.04M | 0.55% | +$162.8K |
| Payoneer Global Inc.(PAYO) | 170,000 | 180,000 | +10,000 | $1.03M | $1.01M | 0.53% | -$16.9K |
| Solaris Energy Infrastructure, Inc.CL A(SEI) | 30,000 | 20,000 | -10,000 | $1.20M | $919.4K | 0.48% | -$279.7K |
| SolarEdge Technologies, Inc.(SEDG) | 50,000 | 30,000 | -20,000 | $1.85M | $865.5K | 0.45% | -$984.5K |
| Oscar Health, Inc.CL A(OSCR) | 60,000 | 60,000 | 0 | $1.14M | $862.2K | 0.45% | -$273.6K |
| Serve Robotics Inc.(SERV) | 0 | 80,000 | +80,000 | $0 | $830.4K | 0.43% | +$830.4K |
| SunPower Inc.(SPWR) | 343,845 | 433,500 | +89,655 | $605.2K | $680.6K | 0.36% | +$75.4K |
| Aerovironment Inc | 3,900 | 0 | -3,900 | $1.23M | $0 | — | -$1.23M |
| Akamai Technologies, Inc.NOTE 1 125 2 1(AKAM) | 2,000,000 | 0 | -2,000,000 | $1.88M | $0 | — | -$1.88M |
| CEVA, Inc.(CEVA) | 43,000 | 0 | -43,000 | $1.14M | $0 | — | -$1.14M |
| Check Point Software Tech Lt ORD | 15,000 | 0 | -15,000 | $3.10M | $0 | — | -$3.10M |
| Cloudflare, Inc.CL A(NET) | 6,000 | 0 | -6,000 | $1.29M | $0 | — | -$1.29M |
| eToro Group Ltd.CL A(ETOR) | 20,000 | 0 | -20,000 | $825.4K | $0 | — | -$825.4K |
| Hewlett Packard Enterprise Company(HPE) | 50,000 | 0 | -50,000 | $1.23M | $0 | — | -$1.23M |
| Hut 8 Corp.(HUT) | 45,000 | 0 | -45,000 | $1.57M | $0 | — | -$1.57M |
| International Business Machines Corporation(IBM) | 8,000 | 0 | -8,000 | $2.26M | $0 | — | -$2.26M |
| Iren Limited ORDINARY SHARES | 30,000 | 0 | -30,000 | $1.41M | $0 | — | -$1.41M |
| Kornit Digital Ltd.SHS(KRNT) | 47,520 | 0 | -47,520 | $641.5K | $0 | — | -$641.5K |
| Nano Dimension Ltd.ADS(NNDM) | 431,947 | 0 | -431,947 | $678.2K | $0 | — | -$678.2K |
| Netflix, Inc.(NFLX) | 2,500 | 0 | -2,500 | $3.00M | $0 | — | -$3.00M |
| ON Semiconductor CorporationNOTE 0 500 3 0(ON) | 3,800,000 | 0 | -3,800,000 | $3.52M | $0 | — | -$3.52M |
| Penguin Solutions, Inc.NOTE 2 000 8 1(PENG) | 850,000 | 0 | -850,000 | $1.02M | $0 | — | -$1.02M |
| Perion Network Ltd.SHS NEW(PERI) | 80,000 | 0 | -80,000 | $768.0K | $0 | — | -$768.0K |
| Shift4 Payments, Inc.CL A(FOUR) | 8,000 | 0 | -8,000 | $619.2K | $0 | — | -$619.2K |
| Sunrun Inc.NOTE 4 000 3 0(RUN) | 1,100,000 | 0 | -1,100,000 | $1.49M | $0 | — | -$1.49M |
| Valens Semiconductor Ltd.(VLN) | 335,339 | 0 | -335,339 | $600.3K | $0 | — | -$600.3K |