Yelin Lapidot Holdings Management Ltd.
Q2 2026 13F filing
Updated 39 days ago96 disclosed positions worth $527.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Z ZIM ZIM INTEGRATED SHIPPING SERV | $85M | 3.27M | 16.11% | Unchanged |
| 2 | S STT-PG SELECT SECTOR SPDR TR | $30.4M | 567.2K | 5.77% | Added(+715.8%) |
| 3 | G GOOGN ALPHABET INC | $27.1M | 75.7K | 5.13% | Trimmed(-0.0%) |
| 4 | S SPY STATE STR SPDR S&P 500 ETF T | $22.9M | 30.7K | 4.34% | Unchanged |
| 5 | M META META PLATFORMS INC | $22.2M | 39.5K | 4.22% | Added(+25.0%) |
| 6 | G GLBE GLOBAL E ONLINE LTD | $20M | 576.3K | 3.80% | Added(+18.5%) |
| 7 | A AMZN AMAZON COM INC | $19M | 79.6K | 3.60% | Unchanged |
| 8 | M MSFT MICROSOFT CORP | $18.1M | 48.4K | 3.42% | Added(+11.1%) |
| 9 | S STT-PG SPDR SERIES TRUST | $16.5M | 104.5K | 3.14% | Unchanged |
| 10 | G GLBE GLOBAL E ONLINE LTD | $14.3M | 412.3K | 2.72% | Trimmed(-15.3%) |
| 11 | M MU MICRON TECHNOLOGY INC | $13.8M | 12.0K | 2.62% | Trimmed(-21.8%) |
| 12 | I IVZ INVESCO EXCHANGE TRADED FD T | $12M | 56.2K | 2.27% | Unchanged |
| 13 | T TEVJF TEVA PHARMACEUTICAL INDS LTD | $11.9M | 352.6K | 2.26% | Trimmed(-0.6%) |
| 14 | ? N/A NOVA LTD | $8.4M | 15.4K | 1.59% | Unchanged |
| 15 | E ENLT ENLIGHT RENEWABLE ENERGY LTD | $8.3M | 93.6K | 1.58% | Trimmed(-23.5%) |
| 16 | E ETHA ISHARES TR | $8M | 10.7K | 1.52% | Added(+2.2%) |
| 17 | S SCHW-PJ SCHWAB STRATEGIC TR | $8M | 251.5K | 1.51% | Unchanged |
| 18 | E ESLT ELBIT SYS LTD | $7.8M | 10.3K | 1.48% | Unchanged |
| 19 | M MRVL MARVELL TECHNOLOGY INC | $7.4M | 24.8K | 1.40% | Unchanged |
| 20 | I IFF INTERNATIONAL FLAVORS&FRAGRA | $7.3M | 92.0K | 1.38% | Trimmed(-28.3%) |
| 21 | O ORA ORMAT TECHNOLOGIES INC | $7.1M | 65.2K | 1.35% | Added(+58.8%) |
| 22 | A ANET ARISTA NETWORKS INC | $6.6M | 38.7K | 1.25% | Trimmed(-0.0%) |
| 23 | M MDWD MEDIWOUND LTD | $6.4M | 434.1K | 1.21% | Added(+32.0%) |
| 24 | B BBAAY ALIBABA GROUP HLDG LTD | $6.2M | 64.6K | 1.18% | Added(+1265.5%) |
| 25 | G GILT GILAT SATELLITE NETWORKS LTD | $6.2M | 464.0K | 1.17% | Unchanged |
| 26 | C CAMT CAMTEK LTD | $5.8M | 35.6K | 1.10% | Unchanged |
| 27 | S STT-PG SELECT SECTOR SPDR TR | $5.8M | 30.5K | 1.10% | Unchanged |
| 28 | R RDCM RADCOM LTD | $5.7M | 404.6K | 1.08% | Unchanged |
| 29 | P PFE PFIZER INC | $5.2M | 215.0K | 0.98% | Unchanged |
| 30 | S SN SHARKNINJA INC | $5M | 32.6K | 0.94% | Unchanged |
| 31 | M MDWD MEDIWOUND LTD | $4.8M | 324.1K | 0.90% | Trimmed(-1.4%) |
| 32 | G GLAXF GSK PLC | $4.6M | 88.5K | 0.88% | Unchanged |
| 33 | O ORA ORMAT TECHNOLOGIES INC | $4.5M | 41.0K | 0.85% | Unchanged |
| 34 | I INMD INMODE LTD | $4.3M | 292.7K | 0.81% | Added(+172.6%) |
| 35 | S STT-PG SELECT SECTOR SPDR TR | $3.7M | 69.2K | 0.70% | Trimmed(-0.5%) |
| 36 | M MDY SPDR SERIES TRUST | $3.5M | 12.5K | 0.67% | Unchanged |
| 37 | Q QQQ INVESCO QQQ TR | $3.1M | 4.2K | 0.59% | Unchanged |
| 38 | N NVDA NVIDIA CORPORATION | $3M | 15.1K | 0.57% | Trimmed(-16.7%) |
| 39 | I ICL ICL GROUP LTD | $2.7M | 536.4K | 0.51% | Trimmed(-0.2%) |
| 40 | I INTC INTEL CORP | $2.6M | 18.6K | 0.49% | Unchanged |
| 41 | N NCSYF NICE LTD | $2.5M | 27.1K | 0.47% | Added(+2.6%) |
| 42 | G GILT GILAT SATELLITE NETWORKS LTD | $2.4M | 181.5K | 0.46% | Trimmed(-60.9%) |
| 43 | E ELTK ELTEK LTD | $2.4M | 252.7K | 0.46% | Unchanged |
| 44 | T TBLA TABOOLA.COM LTD | $2.4M | 472.3K | 0.45% | Added(+59.3%) |
| 45 | V VGES VANGUARD SCOTTSDALE FDS | $2.3M | 18.9K | 0.43% | Unchanged |
| 46 | ? N/A ZOOM COMMUNICATIONS INC | $2.2M | 25.9K | 0.42% | Unchanged |
| 47 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.2M | 4.5K | 0.42% | Unchanged |
| 48 | S SILC SILICOM LTD | $2.1M | 44.5K | 0.40% | Trimmed(-39.6%) |
| 49 | A ALLT ALLOT LTD | $2M | 225.9K | 0.38% | Unchanged |
| 50 | V VGES VANGUARD INDEX FDS | $2M | 23.0K | 0.38% | Added(+500.0%) |