# Yelin Lapidot Holdings Management Ltd.: Form 13F holdings

An institutional investment manager in Tel Aviv. SEC CIK 1590495.

- Quarter ended: 2026-06-30
- Filed: 2026-08-03
- Reported value: $527.4m
- Positions: 85 (96 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1590495/000121390026084233/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ZIM INTEGRATED SHIPPING SERV | SHS | $86.0m | 16.3% | 3,308,773 |  | Added +40,000 |
| GLOBAL E ONLINE LTD | SHS | $34.3m | 6.5% | 988,629 |  | Added +141,800 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $34.1m | 6.5% | 636,382 |  | Reduced −129,382 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $27.1m | 5.1% | 75,704 |  | Reduced −4 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $22.9m | 4.3% | 30,656 |  | Unchanged |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $22.2m | 4.2% | 39,487 |  | Added +7,887 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $19.0m | 3.6% | 79,575 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $18.1m | 3.4% | 48,411 |  | Added +4,848 |
| SPDR SERIES TRUST | ST STR SP BIOT | $16.5m | 3.1% | 104,532 |  | Unchanged |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $13.8m | 2.6% | 11,960 |  | Reduced −3,325 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $12.0m | 2.3% | 56,190 |  | Unchanged |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | $11.9m | 2.3% | 352,579 |  | Reduced −2,125 |
| [ORMAT TECHNOLOGIES INC (ORA)](/companies/ora.md) | COM | $11.6m | 2.2% | 106,175 |  | Unchanged |
| MEDIWOUND LTD | SHS NEW | $11.1m | 2.1% | 758,169 |  | Reduced −4,648 |
| GILAT SATELLITE NETWORKS LTD | SHS NEW | $8.6m | 1.6% | 645,549 |  | Unchanged |
| NOVA LTD | COM | $8.4m | 1.6% | 15,441 |  | Unchanged |
| ENLIGHT RENEWABLE ENERGY LTD | SHS | $8.3m | 1.6% | 93,583 |  | Reduced −28,700 |
| ISHARES TR | CORE S&P500 ETF | $8.0m | 1.5% | 10,721 |  | Added +235 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $8.0m | 1.5% | 251,541 |  | Unchanged |
| ELBIT SYS LTD | ORD | $7.8m | 1.5% | 10,281 |  | Unchanged |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $7.4m | 1.4% | 24,824 |  | Unchanged |
| [INTERNATIONAL FLAVORS&FRAGRA (IFF)](/companies/iff.md) | COM | $7.3m | 1.4% | 92,004 |  | Reduced −36,230 |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $6.7m | 1.3% | 69,320 |  | Unchanged |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $6.6m | 1.2% | 38,733 |  | Reduced −4 |
| CAMTEK LTD | ORD | $5.8m | 1.1% | 35,577 |  | Unchanged |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $5.8m | 1.1% | 30,460 |  | Unchanged |
| RADCOM LTD | SHS NEW | $5.7m | 1.1% | 404,595 |  | Unchanged |
| INMODE LTD | SHS | $5.5m | 1.0% | 373,250 |  | Reduced −13,755 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $5.2m | 1.0% | 215,000 |  | Unchanged |
| SHARKNINJA INC | COM SHS | $5.0m | 0.9% | 32,650 |  | Unchanged |
| [GSK PLC (GSK)](/companies/gsk.md) | SPONSORED ADR | $4.6m | 0.9% | 88,500 |  | Unchanged |
| TABOOLA.COM LTD | ORD SHS | $3.8m | 0.7% | 768,731 |  | Unchanged |
| SPDR SERIES TRUST | ST STR SP AERO | $3.5m | 0.7% | 12,500 |  | Unchanged |
| ELLOMAY CAPITAL LIMITED | SHS | $3.5m | 0.7% | 190,087 |  | Reduced −3,478 |
| INVESCO QQQ TR | UNIT SER 1 | $3.1m | 0.6% | 4,238 |  | Unchanged |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $3.0m | 0.6% | 15,054 |  | Reduced −3,012 |
| ICL GROUP LTD | SHS | $2.7m | 0.5% | 536,410 |  | Reduced −1,047 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $2.6m | 0.5% | 18,650 |  | Unchanged |
| [NICE LTD (NICE)](/companies/nice.md) | SPONSORED ADR | $2.5m | 0.5% | 27,096 |  | Added +700 |
| ELTEK LTD | SHS | $2.4m | 0.5% | 252,682 |  | Unchanged |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $2.3m | 0.4% | 18,850 |  | Unchanged |
| [ZOOM COMMUNICATIONS INC (ZM)](/companies/zm.md) | CL A | $2.2m | 0.4% | 25,900 |  | Unchanged |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $2.2m | 0.4% | 4,450 |  | Unchanged |
| SILICOM LTD | ORD | $2.1m | 0.4% | 44,537 |  | Reduced −29,228 |
| ALLOT LTD | SHS | $2.0m | 0.4% | 225,943 |  | Unchanged |
| VANGUARD INDEX FDS | GROWTH ETF | $2.0m | 0.4% | 23,010 |  | Added +19,175 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.9m | 0.4% | 57,120 |  | Unchanged |
| PERRIGO CO PLC | SHS | $1.8m | 0.3% | 170,000 |  | Unchanged |
| [QXO INC (QXO)](/companies/qxo.md) | COM NEW | $1.7m | 0.3% | 100,000 |  | New +100,000 |
| CHECK POINT SOFTWARE TECH LT | ORD | $1.7m | 0.3% | 12,707 |  | Reduced −6 |
| [SIMON PPTY GROUP INC NEW (SPG)](/companies/spg.md) | COM | $1.6m | 0.3% | 7,150 |  | Unchanged |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $1.5m | 0.3% | 13,111 |  | Reduced −33 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $1.5m | 0.3% | 8,000 |  | Unchanged |
| [KKR & CO INC (KKR)](/companies/kkr.md) | COM | $1.4m | 0.3% | 14,827 |  | Unchanged |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $1.4m | 0.3% | 8,540 |  | Unchanged |
| [HARMONY BIOSCIENCES HLDGS IN (HRMY)](/companies/hrmy.md) | COM | $1.3m | 0.2% | 35,887 |  | Unchanged |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $1.3m | 0.2% | 5,900 |  | Unchanged |
| KORNIT DIGITAL LTD | SHS | $1.2m | 0.2% | 76,440 |  | Reduced −26,588 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $1.2m | 0.2% | 3,229 |  | Added +499 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.0m | 0.2% | 3,406 |  | New +3,406 |
| COGNYTE SOFTWARE LTD | ORD SHS | $921.4k | 0.2% | 104,944 |  | Added +3,965 |
| [CF INDUSTRIES HOLD (CF)](/companies/cf.md) | COM | $866.1k | 0.2% | 8,000 |  | New +8,000 |
| [ODYSIGHT AI INC (ODYS)](/companies/odys.md) | COM NEW | $855.4k | 0.2% | 205,629 |  | Reduced −4,482 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $798.7k | 0.2% | 2,137 |  | Unchanged |
| SOL-GEL TECHNOLOGIES LTD | SHS NEW | $769.9k | 0.1% | 10,384 |  | Reduced −7,369 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $761.7k | 0.1% | 2,220 |  | Reduced −4 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $627.4k | 0.1% | 534 |  | Unchanged |
| COMPUGEN LTD | ORD | $603.4k | 0.1% | 281,983 |  | Reduced −36,869 |
| WIX COM LTD | SHS | $601.2k | 0.1% | 13,251 |  | Unchanged |
| [CORPAY INC (CPAY)](/companies/cpay.md) | COM SHS | $499.9k | <0.1% | 1,500 |  | Unchanged |
| [JEFFERIES FINANCIAL GROUP IN (JEF)](/companies/jef.md) | COM | $432.4k | <0.1% | 8,652 |  | Unchanged |
| [NVR INC (NVR)](/companies/nvr.md) | COM | $429.2k | <0.1% | 63 |  | Unchanged |
| [DIGITAL RLTY TR INC (DLR)](/companies/dlr.md) | COM | $413.0k | <0.1% | 2,300 |  | Unchanged |
| [PENNANTPARK FLOATING RATE CA (PFLT)](/companies/pflt.md) | COM | $410.9k | <0.1% | 54,927 |  | Reduced −19,500 |
| PERION NETWORK LTD | SHS NEW | $408.6k | <0.1% | 42,084 |  | Unchanged |
| [ARVINAS INC (ARVN)](/companies/arvn.md) | COM | $387.8k | <0.1% | 46,665 |  | Unchanged |
| ISHARES INC | MSCI WORLD ETF | $291.0k | <0.1% | 1,436 |  | New +1,436 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $240.6k | <0.1% | 2,500 |  | Unchanged |
| [ANHEUSER BUSCH INBEV SA NV (BUD)](/companies/bud.md) | SPONSORED ADR | $229.1k | <0.1% | 2,780 |  | New +2,780 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $221.5k | <0.1% | 5,231 |  | Reduced −748 |
| [T-MOBILE US INC (TMUS)](/companies/tmus.md) | COM | $217.5k | <0.1% | 1,297 |  | Reduced −46 |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $214.5k | <0.1% | 1,995 |  | New +1,995 |
| [AT&T INC (T)](/companies/t.md) | COM | $211.8k | <0.1% | 10,234 |  | Reduced −629 |
| CAESARSTONE LTD | ORD SHS | $111.9k | <0.1% | 53,287 |  | Reduced −12,755 |
| [TEADS HLDG CO (TEAD)](/companies/tead.md) | COM | $61.3k | <0.1% | 79,959 |  | Reduced −16,684 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMERICAN TOWER CORP (AMT)](/companies/amt.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,256 |
| AUDIOCODES LTD | ORD | $0 | 0.0% | 0 |  | Sold out −20,113 |
| [SYNDAX PHARMACEUTICALS INC (SNDX)](/companies/sndx.md) | COM | $0 | 0.0% | 0 |  | Sold out −96,297 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,023 |

Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-084233. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.