Yelin Lapidot Holdings Management Ltd.
Q3 2026 13F filing
Updated 10 days ago101 disclosed positions worth $549M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Z ZIM INTEGRATED SHIPPING SERV | $94.3M | 3.22M | 17.18% | Added(+7942.7%) |
| 2 | M META PLATFORMS INC | $33M | 45.5K | 6.01% | Added(+15.3%) |
| 3 | S SELECT SECTOR SPDR TR | $30.3M | 567.2K | 5.52% | Added(+719.9%) |
| 4 | G ALPHABET INC | $25.3M | 73.4K | 4.60% | Trimmed(-3.0%) |
| 5 | M MICROSOFT CORP | $24.7M | 48.1K | 4.50% | Trimmed(-0.6%) |
| 6 | G GLOBAL E ONLINE LTD | $22.9M | 576.3K | 4.17% | Unchanged |
| 7 | S STATE STR SPDR S&P 500 ETF T | $22.9M | 30.0K | 4.17% | Trimmed(-2.1%) |
| 8 | A AMAZON COM INC | $20.4M | 81.9K | 3.72% | Added(+2.9%) |
| 9 | S SPDR SERIES TRUST | $16.5M | 104.5K | 3.00% | Unchanged |
| 10 | G GLOBAL E ONLINE LTD | $15.5M | 389.5K | 2.82% | Trimmed(-32.4%) |
| 11 | I INVESCO EXCHANGE TRADED FD T | $11.7M | 56.2K | 2.13% | Unchanged |
| 12 | M MICRON TECHNOLOGY INC | $10.4M | 9.8K | 1.90% | Trimmed(-18.1%) |
| 13 | T TEVA PHARMACEUTICAL INDS LTD | $9.6M | 242.6K | 1.75% | — |
| 14 | E ISHARES TR | $8.2M | 10.8K | 1.50% | Added(+0.4%) |
| 15 | S SCHWAB STRATEGIC TR | $8.2M | 251.5K | 1.49% | Unchanged |
| 16 | A ARISTA NETWORKS INC | $7.9M | 38.7K | 1.44% | Added(0.0%) |
| 17 | I INTERNATIONAL FLAVORS&FRAGRA | $7.7M | 92.0K | 1.40% | Unchanged |
| 18 | E ELBIT SYS LTD | $7M | 10.3K | 1.28% | Unchanged |
| 19 | B ALIBABA GROUP HLDG LTD | $6.9M | 64.6K | 1.27% | Added(+1265.5%) |
| 20 | M MARVELL TECHNOLOGY INC | $6.6M | 24.8K | 1.19% | Unchanged |
| 21 | P PFIZER INC | $6.1M | 215.0K | 1.12% | Unchanged |
| 22 | M MEDIWOUND LTD | $6M | 434.1K | 1.09% | Added(+33.9%) |
| 23 | S SELECT SECTOR SPDR TR | $6M | 30.5K | 1.09% | Unchanged |
| 24 | O ORMAT TECHNOLOGIES INC | $6M | 65.2K | 1.09% | Added(+58.8%) |
| 25 | A NOVA LTD | $5.9M | 15.4K | 1.08% | Unchanged |
| 26 | E ENLIGHT RENEWABLE ENERGY LTD | $5.4M | 78.3K | 0.99% | Trimmed(-16.3%) |
| 27 | C CAMTEK LTD | $5.3M | 33.9K | 0.96% | Trimmed(-4.6%) |
| 28 | G GILAT SATELLITE NETWORKS LTD | $4.6M | 464.0K | 0.83% | Unchanged |
| 29 | N NVIDIA CORPORATION | $4.5M | 19.9K | 0.83% | Added(+32.1%) |
| 30 | M MEDIWOUND LTD | $4.5M | 324.1K | 0.81% | Unchanged |
| 31 | G GSK PLC | $4.3M | 88.5K | 0.78% | Unchanged |
| 32 | R RADCOM LTD | $4.2M | 404.6K | 0.76% | Unchanged |
| 33 | I INMODE LTD | $4.1M | 292.7K | 0.76% | Added(+263.6%) |
| 34 | S SHARKNINJA INC | $4.1M | 22.6K | 0.74% | Trimmed(-30.8%) |
| 35 | A SELECT SECTOR SPDR TR | $4M | 50.0K | 0.73% | — |
| 36 | Z ZIM INTEGRATED SHIPPING SERV | $4M | 135.4K | 0.72% | Added(+238.5%) |
| 37 | O ORMAT TECHNOLOGIES INC | $3.8M | 42.0K | 0.70% | Added(+2.4%) |
| 38 | S SELECT SECTOR SPDR TR | $3.7M | 69.2K | 0.67% | Unchanged |
| 39 | N NICE LTD | $3.6M | 32.5K | 0.66% | Added(+20.1%) |
| 40 | O ON HLDG AG | $3.1M | 105.0K | 0.57% | — |
| 41 | M SPDR SERIES TRUST | $2.9M | 12.5K | 0.53% | Unchanged |
| 42 | Q INVESCO QQQ TR | $2.8M | 3.9K | 0.52% | Trimmed(-9.1%) |
| 43 | I ICL GROUP LTD | $2.7M | 535.0K | 0.49% | Trimmed(-0.3%) |
| 44 | P PERRIGO CO PLC | $2.5M | 170.0K | 0.46% | Unchanged |
| 45 | Z ZOOM COMMUNICATIONS INC | $2.4M | 25.9K | 0.43% | Unchanged |
| 46 | I INTEL CORP | $2.2M | 18.6K | 0.41% | Unchanged |
| 47 | B BERKSHIRE HATHAWAY INC DEL | $2.2M | 4.5K | 0.40% | Unchanged |
| 48 | N NEBIUS GROUP N.V. | $2.1M | 9.0K | 0.39% | — |
| 49 | O ONTO INNOVATION INC | $2.1M | 6.8K | 0.38% | — |
| 50 | V VANGUARD INDEX FDS | $2.1M | 23.0K | 0.38% | Unchanged |