Yelin Lapidot Holdings Management Ltd.
An institutional investment manager in Tel Aviv. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 3, 2026. SEC CIK 1590495.
- Reported value$527.4m
- Positions85
Holdings: 85 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 96 lines; lines for the same security and option type are added together here.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| ZIM Integrated Shipping Serv | SHS | M9T951109 | 86.0 | 16.3% | 3,308,773 | Added+40,000 | |
| Global E Online Ltd | SHS | M5216V106 | 34.3 | 6.5% | 988,629 | Added+141,800 | |
| Select Sector SPDR TR | ST STR FINL ETF | 81369Y605 | 34.1 | 6.5% | 636,382 | Reduced−129,382 | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 27.1 | 5.1% | 75,704 | Reduced−4 | |
| State STR SPDR S&P 500 ETF TSPY | TR UNIT | 78462F103 | 22.9 | 4.3% | 30,656 | Unchanged | |
| Meta Platforms IncMETA | CL A | 30303M102 | 22.2 | 4.2% | 39,487 | Added+7,887 | |
| Amazon Com IncAMZN | COM | 023135106 | 19.0 | 3.6% | 79,575 | Unchanged | |
| Microsoft CorpMSFT | COM | 594918104 | 18.1 | 3.4% | 48,411 | Added+4,848 | |
| SPDR Series Trust | ST STR SP BIOT | 78464A870 | 16.5 | 3.1% | 104,532 | Unchanged | |
| Micron Technology IncMU | COM | 595112103 | 13.8 | 2.6% | 11,960 | Reduced−3,325 | |
| Invesco Exchange Traded FD T | S&P500 EQL WGT | 46137V357 | 12.0 | 2.3% | 56,190 | Unchanged | |
| Teva Pharmaceutical Inds Ltd | SPONSORED ADS | 881624209 | 11.9 | 2.3% | 352,579 | Reduced−2,125 | |
| Ormat Technologies IncORA | COM | 686688102 | 11.6 | 2.2% | 106,175 | Unchanged | |
| Mediwound Ltd | SHS NEW | M68830112 | 11.1 | 2.1% | 758,169 | Reduced−4,648 | |
| Gilat Satellite Networks Ltd | SHS NEW | M51474118 | 8.6 | 1.6% | 645,549 | Unchanged | |
| Nova Ltd | COM | M7516K103 | 8.4 | 1.6% | 15,441 | Unchanged | |
| Enlight Renewable Energy Ltd | SHS | M4056D110 | 8.3 | 1.6% | 93,583 | Reduced−28,700 | |
| Ishares TR | CORE S&P500 ETF | 464287200 | 8.0 | 1.5% | 10,721 | Added+235 | |
| Schwab Strategic TR | US DIVIDEND EQ | 808524797 | 8.0 | 1.5% | 251,541 | Unchanged | |
| Elbit Sys Ltd | ORD | M3760D101 | 7.8 | 1.5% | 10,281 | Unchanged | |
| Marvell Technology IncMRVL | COM | 573874104 | 7.4 | 1.4% | 24,824 | Unchanged | |
| International Flavors&FragraIFF | COM | 459506101 | 7.3 | 1.4% | 92,004 | Reduced−36,230 | |
| Alibaba Group HLDG LtdBABA | SPONSORED ADS | 01609W102 | 6.7 | 1.3% | 69,320 | Unchanged | |
| Arista Networks IncANET | COM SHS | 040413205 | 6.6 | 1.2% | 38,733 | Reduced−4 | |
| Camtek Ltd | ORD | M20791105 | 5.8 | 1.1% | 35,577 | Unchanged | |
| Select Sector SPDR TR | ST STR TECHN ETF | 81369Y803 | 5.8 | 1.1% | 30,460 | Unchanged | |
| Radcom Ltd | SHS NEW | M81865111 | 5.7 | 1.1% | 404,595 | Unchanged | |
| Inmode Ltd | SHS | M5425M103 | 5.5 | 1.0% | 373,250 | Reduced−13,755 | |
| Pfizer IncPFE | COM | 717081103 | 5.2 | 1.0% | 215,000 | Unchanged | |
| Sharkninja Inc | COM SHS | G8068L108 | 5.0 | 0.9% | 32,650 | Unchanged | |
| GSK plcGSK | SPONSORED ADR | 37733W204 | 4.6 | 0.9% | 88,500 | Unchanged | |
| Taboola.Com Ltd | ORD SHS | M8744T106 | 3.8 | 0.7% | 768,731 | Unchanged | |
| SPDR Series Trust | ST STR SP AERO | 78464A631 | 3.5 | 0.7% | 12,500 | Unchanged | |
| Ellomay Capital Limited | SHS | M39927120 | 3.5 | 0.7% | 190,087 | Reduced−3,478 | |
| Invesco QQQ TR | UNIT SER 1 | 46090E103 | 3.1 | 0.6% | 4,238 | Unchanged | |
| Nvidia CorporationNVDA | COM | 67066G104 | 3.0 | 0.6% | 15,054 | Reduced−3,012 | |
| ICL Group Ltd | SHS | M53213100 | 2.7 | 0.5% | 536,410 | Reduced−1,047 | |
| Intel CorpINTC | COM | 458140100 | 2.6 | 0.5% | 18,650 | Unchanged | |
| Nice LtdNICE | SPONSORED ADR | 653656108 | 2.5 | 0.5% | 27,096 | Added+700 | |
| Eltek Ltd | SHS | M40184208 | 2.4 | 0.5% | 252,682 | Unchanged | |
| Vanguard Scottsdale FDS | VNG RUS2000IDX | 92206C664 | 2.3 | 0.4% | 18,850 | Unchanged | |
| Zoom Communications IncZM | CL A | 98980L101 | 2.2 | 0.4% | 25,900 | Unchanged | |
| Berkshire Hathaway Inc DelBRK-B | CL B NEW | 084670702 | 2.2 | 0.4% | 4,450 | Unchanged | |
| Silicom Ltd | ORD | M84116108 | 2.1 | 0.4% | 44,537 | Reduced−29,228 | |
| Allot Ltd | SHS | M0854Q105 | 2.0 | 0.4% | 225,943 | Unchanged | |
| Vanguard Index FDS | GROWTH ETF | 922908736 | 2.0 | 0.4% | 23,010 | Added+19,175 | |
| Schwab Strategic TR | US LCAP GR ETF | 808524300 | 1.9 | 0.4% | 57,120 | Unchanged | |
| Perrigo Co plc | SHS | G97822103 | 1.8 | 0.3% | 170,000 | Unchanged | |
| QXO IncQXO | COM NEW | 82846H405 | 1.7 | 0.3% | 100,000 | New+100,000 | |
| Check Point Software Tech LT | ORD | M22465104 | 1.7 | 0.3% | 12,707 | Reduced−6 | |
| Simon Ppty Group Inc NewSPG | COM | 828806109 | 1.6 | 0.3% | 7,150 | Unchanged | |
| Cisco Sys IncCSCO | COM | 17275R102 | 1.5 | 0.3% | 13,111 | Reduced−33 | |
| Select Sector SPDR TR | ST STR INDL ETF | 81369Y704 | 1.5 | 0.3% | 8,000 | Unchanged | |
| KKR & Co IncKKR | COM | 48251W104 | 1.4 | 0.3% | 14,827 | Unchanged | |
| Select Sector SPDR TR | ST STR CARE ETF | 81369Y209 | 1.4 | 0.3% | 8,540 | Unchanged | |
| Harmony Biosciences Holdings inHRMY | COM | 413197104 | 1.3 | 0.2% | 35,887 | Unchanged | |
| Lowes Cos IncLOW | COM | 548661107 | 1.3 | 0.2% | 5,900 | Unchanged | |
| Kornit Digital Ltd | SHS | M6372Q113 | 1.2 | 0.2% | 76,440 | Reduced−26,588 | |
| Broadcom IncAVGO | COM | 11135F101 | 1.2 | 0.2% | 3,229 | Added+499 | |
| Invesco Exch Traded FD TR II | NASDAQ 100 ETF | 46138G649 | 1.0 | 0.2% | 3,406 | New+3,406 | |
| Cognyte Software Ltd | ORD SHS | M25133105 | 0.9 | 0.2% | 104,944 | Added+3,965 | |
| CF Industries HoldCF | COM | 125269100 | 0.9 | 0.2% | 8,000 | New+8,000 | |
| Odysight Ai IncODYS | COM NEW | 81063V204 | 0.9 | 0.2% | 205,629 | Reduced−4,482 | |
| GE AerospaceGE | COM NEW | 369604301 | 0.8 | 0.2% | 2,137 | Unchanged | |
| Sol-Gel Technologies Ltd | SHS NEW | M8694L137 | 0.8 | 0.1% | 10,384 | Reduced−7,369 | |
| Visa IncV | COM CL A | 92826C839 | 0.8 | 0.1% | 2,220 | Reduced−4 | |
| GE Vernova IncGEV | COM | 36828A101 | 0.6 | 0.1% | 534 | Unchanged | |
| Compugen Ltd | ORD | M25722105 | 0.6 | 0.1% | 281,983 | Reduced−36,869 | |
| WIX Com Ltd | SHS | M98068105 | 0.6 | 0.1% | 13,251 | Unchanged | |
| Corpay IncCPAY | COM SHS | 219948106 | 0.5 | <0.1% | 1,500 | Unchanged | |
| Jefferies Financial Group inJEF | COM | 47233W109 | 0.4 | <0.1% | 8,652 | Unchanged | |
| NVR IncNVR | COM | 62944T105 | 0.4 | <0.1% | 63 | Unchanged | |
| Digital Rlty TR IncDLR | COM | 253868103 | 0.4 | <0.1% | 2,300 | Unchanged | |
| Pennantpark Floating Rate CaPFLT | COM | 70806A106 | 0.4 | <0.1% | 54,927 | Reduced−19,500 | |
| Perion Network Ltd | SHS NEW | M78673114 | 0.4 | <0.1% | 42,084 | Unchanged | |
| Arvinas IncARVN | COM | 04335A105 | 0.4 | <0.1% | 46,665 | Unchanged | |
| Ishares Inc | MSCI WORLD ETF | 464286392 | 0.3 | <0.1% | 1,436 | New+1,436 | |
| Disney Walt CoDIS | COM | 254687106 | 0.2 | <0.1% | 2,500 | Unchanged | |
| Anheuser Busch Inbev SA NVBUD | SPONSORED ADR | 03524A108 | 0.2 | <0.1% | 2,780 | New+2,780 | |
| Verizon Communications IncVZ | COM | 92343V104 | 0.2 | <0.1% | 5,231 | Reduced−748 | |
| T-Mobile US IncTMUS | COM | 872590104 | 0.2 | <0.1% | 1,297 | Reduced−46 | |
| United Parcel SVCS IncUPS | CL B | 911312106 | 0.2 | <0.1% | 1,995 | New+1,995 | |
| AT&T IncT | COM | 00206R102 | 0.2 | <0.1% | 10,234 | Reduced−629 | |
| Caesarstone Ltd | ORD SHS | M20598104 | 0.1 | <0.1% | 53,287 | Reduced−12,755 | |
| Teads HLDG CoTEAD | COM | 69002R103 | 0.1 | <0.1% | 79,959 | Reduced−16,684 |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| American Tower CorpAMT | COM | 03027X100 | 0.0 | 0.0% | 0 | Sold out−1,256 | |
| Audiocodes Ltd | ORD | M15342104 | 0.0 | 0.0% | 0 | Sold out−20,113 | |
| Syndax Pharmaceuticals IncSNDX | COM | 87164F105 | 0.0 | 0.0% | 0 | Sold out−96,297 | |
| Williams Cos IncWMB | COM | 969457100 | 0.0 | 0.0% | 0 | Sold out−3,023 |
Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-084233 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.