Q2 2026 13F filing
Updated 36 days ago625 disclosed positions worth $3.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ENLT ENLIGHT RENEWABLE ENERGY LTD | $286.8M | 3.25M | 8.93% | Added(+1388.6%) |
| 2 | E ESLT ELBIT SYS LTD | $234.9M | 309.5K | 7.31% | Added(+1966.3%) |
| 3 | P PANW PALO ALTO NETWORKS INC | $180.6M | 529.5K | 5.62% | Added(+9971.6%) |
| 4 | E ENLT ENLIGHT RENEWABLE ENERGY LTD | $153.1M | 1.73M | 4.77% | Added(+694.6%) |
| 5 | T TSEM TOWER SEMICONDUCTOR LTD | $134.7M | 524.8K | 4.19% | Added(+1338.8%) |
| 6 | ? N/A NOVA LTD | $122.9M | 232.2K | 3.83% | Added(+2375.1%) |
| 7 | E ESLT ELBIT SYS LTD | $119.5M | 157.5K | 3.72% | Added(+951.6%) |
| 8 | E ETHA ISHARES TR | $104.1M | 162.5K | 3.24% | Added(+6716.5%) |
| 9 | T TSEM TOWER SEMICONDUCTOR LTD | $98.3M | 383.1K | 3.06% | Added(+950.4%) |
| 10 | ? N/A NOVA LTD | $87.7M | 165.8K | 2.73% | Added(+1666.9%) |
| 11 | T TEVJF TEVA PHARMACEUTICAL INDS LTD | $86.4M | 2.55M | 2.69% | Added(+424900.0%) |
| 12 | I ICL ICL GROUP LTD | $81.2M | 16.18M | 2.53% | Added(+371.2%) |
| 13 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $77.6M | 162.5K | 2.42% | Added(+1714.7%) |
| 14 | O ORA ORMAT TECHNOLOGIES INC | $66.4M | 608.6K | 2.07% | Added(+1164.5%) |
| 15 | C CAMT CAMTEK LTD | $62.2M | 394.4K | 1.94% | Added(+2570.0%) |
| 16 | C CAMT CAMTEK LTD | $60.5M | 382.2K | 1.88% | Added(+2487.6%) |
| 17 | Q QQQ INVESCO QQQ TR | $53M | 72.0K | 1.65% | Added(+273.5%) |
| 18 | O ORA ORMAT TECHNOLOGIES INC | $41M | 375.7K | 1.28% | Added(+680.6%) |
| 19 | N NYAX NAYAX LTD | $39.1M | 601.9K | 1.22% | Added(+1585.3%) |
| 20 | A AMZN AMAZON COM INC | $38.1M | 159.8K | 1.19% | Added(+814.0%) |
| 21 | I ITRN ITURAN LOCATION AND CONTROL | $37.6M | 616.4K | 1.17% | Added(+1186.9%) |
| 22 | K KLAC KLA CORP | $35.4M | 117.7K | 1.10% | Added(+766.2%) |
| 23 | G GOOGN ALPHABET INC | $33.3M | 94.3K | 1.04% | Added(+275.4%) |
| 24 | ? N/A ORMAT TECHNOLOGIES INC | $27.9M | 20.15M | 0.87% | Unchanged |
| 25 | T TATT TAT TECHNOLOGIES LTD | $26.6M | 553.0K | 0.83% | Trimmed(-16.2%) |
| 26 | H HODL VANECK ETF TRUST | $24M | 36.7K | 0.75% | Added(+26082.9%) |
| 27 | E ETHA ISHARES TR | $23.6M | 36.8K | 0.73% | Added(+1443.8%) |
| 28 | N NVDA NVIDIA CORPORATION | $22M | 110.0K | 0.69% | Added(+362.1%) |
| 29 | L LHX L3HARRIS TECHNOLOGIES INC | $22M | 75.7K | 0.68% | Added(+9601.3%) |
| 30 | V VGES VANGUARD INDEX FDS | $20.6M | 30.0K | 0.64% | Unchanged |
| 31 | Q QQQ INVESCO QQQ TR | $18.9M | 25.7K | 0.59% | Added(+33.3%) |
| 32 | M META META PLATFORMS INC | $18.2M | 32.3K | 0.57% | Added(+771.8%) |
| 33 | A AVGO BROADCOM INC | $17.6M | 46.7K | 0.55% | Added(+23834.9%) |
| 34 | E ENLT ENLIGHT RENEWABLE ENERGY LTD | $17.6M | 199.4K | 0.55% | Trimmed(-8.6%) |
| 35 | S SPY STATE STR SPDR S&P 500 ETF T | $17.3M | 23.2K | 0.54% | Added(+10.4%) |
| 36 | I ICL ICL GROUP LTD | $16.6M | 3.32M | 0.52% | Trimmed(-3.5%) |
| 37 | C CGNT COGNYTE SOFTWARE LTD | $16.3M | 1.85M | 0.51% | Unchanged |
| 38 | P PANW PALO ALTO NETWORKS INC | $16.2M | 47.6K | 0.51% | Added(+806.2%) |
| 39 | E ETHA ISHARES TR | $16M | 177.0K | 0.50% | Added(+3618.5%) |
| 40 | Q QQQ INVESCO QQQ TR | $15.2M | 20.6K | 0.47% | Added(+6.8%) |
| 41 | I ITRN ITURAN LOCATION AND CONTROL | $13.8M | 227.0K | 0.43% | Added(+373.9%) |
| 42 | M MSFT MICROSOFT CORP | $13.2M | 35.3K | 0.41% | Added(+268.3%) |
| 43 | M MU MICRON TECHNOLOGY INC | $13.1M | 11.3K | 0.41% | Added(+193.8%) |
| 44 | N NYAX NAYAX LTD | $13M | 200.2K | 0.41% | Added(+460.6%) |
| 45 | G GOOGN ALPHABET INC | $13M | 36.4K | 0.41% | Added(+1650.2%) |
| 46 | E ESLT ELBIT SYS LTD | $12.7M | 16.7K | 0.40% | Added(+11.8%) |
| 47 | E ETHA ISHARES TR | $12.1M | 16.1K | 0.38% | Added(+16844.2%) |
| 48 | I INTC INTEL CORP | $11.9M | 85.5K | 0.37% | Added(+46.9%) |
| 49 | T TSEM TOWER SEMICONDUCTOR LTD | $10.7M | 41.7K | 0.33% | Added(+14.3%) |
| 50 | G GOOGN ALPHABET INC | $10.3M | 29.2K | 0.32% | Added(+16.1%) |