Yelin Lapidot Holdings Management Ltd.
Net seller this quarter
$527M
71
-$189K
50.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ZIM | $86M | 16.31% | 2.75% | +1.2% | Q1 2024 |
 GLBE | $34.3M | 6.51% | 0.58% | +16.7% | Q3 2023 |
 GOOGL | $27.1M | 5.13% | 0.00% | 0.0% | Q3 2023 |
 SPY | $22.9M | 4.34% | Not reported | Not reported | Q3 2023 |
 META | $22.2M | 4.22% | Not reported | +25.0% | Q3 2023 |
 AMZN | $19M | 3.60% | 0.00% | Not reported | Q3 2023 |
 MSFT | $18.1M | 3.42% | 0.00% | +11.1% | Q3 2023 |
 MU | $13.8M | 2.62% | 0.00% | -21.8% | Q3 2023 |
 TEVA | $11.9M | 2.26% | 0.03% | -0.6% | Q3 2023 |
 ORA | $11.6M | 2.19% | 0.17% | Not reported | Q3 2023 |
 MDWD | $11.1M | 2.11% | 5.91% | -0.6% | Q3 2023 |
 GILT | $8.59M | 1.63% | 0.87% | Not reported | Q3 2023 |
 NVMI | $8.38M | 1.59% | 0.05% | Not reported | Q3 2023 |
 ENLT | $8.33M | 1.58% | 0.07% | -23.5% | Q3 2023 |
 ESLT | $7.8M | 1.48% | 0.02% | Not reported | Q3 2023 |
 MRVL | $7.39M | 1.40% | 0.00% | Not reported | Q3 2023 |
 IFF | $7.29M | 1.38% | 0.04% | -28.3% | Q3 2023 |
 BABA | $6.65M | 1.26% | 0.00% | Not reported | Q3 2023 |
 ANET | $6.58M | 1.25% | 0.00% | 0.0% | Q3 2023 |
 CAMT | $5.8M | 1.10% | 0.08% | Not reported | Q3 2023 |
 RDCM | $5.7M | 1.08% | 2.44% | Not reported | Q3 2023 |
 INMD | $5.46M | 1.03% | 0.59% | -3.6% | Q3 2023 |
 PFE | $5.18M | 0.98% | 0.00% | Not reported | Q3 2023 |
 SN | $4.97M | 0.94% | 0.02% | Not reported | Q1 2025 |
 GSK | $4.64M | 0.88% | 0.00% | Not reported | Q3 2023 |
 TBLA | $3.84M | 0.73% | 0.23% | Not reported | Q4 2024 |
 ELLO | $3.52M | 0.67% | 1.38% | -1.8% | Q3 2023 |
 QQQ | $3.12M | 0.59% | Not reported | Not reported | Q3 2023 |
 NVDA | $3.01M | 0.57% | 0.00% | -16.7% | Q3 2023 |
 ICL | $2.67M | 0.51% | 0.04% | -0.2% | Q1 2024 |
 INTC | $2.6M | 0.49% | 0.00% | Not reported | Q3 2023 |
 NICE | $2.46M | 0.47% | 0.04% | +2.7% | Q3 2023 |
 ELTK | $2.4M | 0.46% | 3.76% | Not reported | Q3 2024 |
 ZM | $2.24M | 0.42% | Not reported | Not reported | Q4 2024 |
 BRK.B | $2.23M | 0.42% | Not reported | Not reported | Q3 2023 |
 SILC | $2.14M | 0.40% | 0.78% | -39.6% | Q3 2023 |
 ALLT | $2M | 0.38% | 0.46% | Not reported | Q1 2025 |
 PRGO | $1.77M | 0.33% | 0.12% | Not reported | Q3 2023 |
 QXO | $1.73M | 0.33% | 0.01% | New | Q2 2026 |
 CHKP | $1.67M | 0.32% | 0.01% | -0.1% | Q3 2023 |
 SPG | $1.6M | 0.30% | 89.38% | Not reported | Q3 2023 |
 CSCO | $1.54M | 0.29% | 0.00% | -0.3% | Q3 2023 |
 KKR | $1.36M | 0.26% | 0.00% | Not reported | Q3 2023 |
 HRMY | $1.31M | 0.25% | 0.06% | Not reported | Q3 2023 |
 LOW | $1.3M | 0.25% | 0.00% | Not reported | Q3 2023 |
 KRNT | $1.24M | 0.24% | 0.17% | -25.8% | Q3 2023 |
 AVGO | $1.22M | 0.23% | 0.00% | +18.3% | Q1 2026 |
 CGNT | $921K | 0.17% | 0.14% | +3.9% | Q4 2025 |
 CF | $866K | 0.16% | 0.01% | New | Q2 2026 |
 ODYS | $855K | 0.16% | 1.22% | -2.1% | Q1 2025 |
| Q1 2026 | |||||
| ZIM | $86.1M | 17.94% | 2.71% | +0.6% | Q1 2024 |
| GLBE | $26.1M | 5.44% | 0.50% | -1.4% | Q3 2023 |
| GOOGL | $21.8M | 4.53% | 0.00% | -0.1% | Q3 2023 |
| SPY | $19.9M | 4.15% | Not reported | -8.3% | Q3 2023 |
| META | $18.1M | 3.77% | Not reported | -0.1% | Q3 2023 |
| AMZN | $16.6M | 3.45% | 0.00% | Not reported | Q3 2023 |
| MSFT | $16.1M | 3.36% | 0.00% | -2.8% | Q3 2023 |
| MDWD | $12.3M | 2.56% | 5.94% | 0.0% | Q3 2023 |
| ORA | $11.9M | 2.47% | 0.17% | Not reported | Q3 2023 |
| TEVA | $10.7M | 2.23% | 0.03% | -10.3% | Q3 2023 |
| GILT | $9.7M | 2.02% | 0.87% | +255.6% | Q3 2023 |
| IFF | $9.3M | 1.94% | 0.05% | Not reported | Q3 2023 |
| ESLT | $8.73M | 1.82% | 0.02% | Not reported | Q3 2023 |
| BABA | $8.7M | 1.81% | 0.00% | Not reported | Q3 2023 |
| ENLT | $8.35M | 1.74% | 0.09% | -38.5% | Q3 2023 |
| NVMI | $6.71M | 1.40% | 0.05% | Not reported | Q3 2023 |
| PFE | $6.04M | 1.26% | 0.00% | -23.3% | Q3 2023 |
| CAMT | $5.39M | 1.12% | 0.08% | Not reported | Q3 2023 |
| INMD | $5.29M | 1.10% | 0.61% | +29.9% | Q3 2023 |
| MU | $5.16M | 1.08% | 0.00% | +293.4% | Q3 2023 |
| RDCM | $4.92M | 1.02% | 2.44% | -2.9% | Q3 2023 |
| GSK | $4.88M | 1.02% | 0.00% | Not reported | Q3 2023 |
| ANET | $4.76M | 0.99% | 0.00% | -0.2% | Q3 2023 |
| ELLO | $4.71M | 0.98% | 1.40% | Not reported | Q3 2023 |
| SN | $3.46M | 0.72% | 0.02% | -3.0% | Q1 2025 |
| NVDA | $3.15M | 0.66% | 0.00% | +19.0% | Q3 2023 |
| NICE | $2.91M | 0.61% | 0.04% | -45.9% | Q3 2023 |
| ICL | $2.78M | 0.58% | 0.04% | Not reported | Q1 2024 |
| MRVL | $2.46M | 0.51% | 0.00% | Not reported | Q3 2023 |
| QQQ | $2.45M | 0.51% | Not reported | Not reported | Q3 2023 |
| TBLA | $2.38M | 0.50% | 0.23% | Not reported | Q4 2024 |
 SNDX | $2.25M | 0.47% | 0.11% | -11.2% | Q3 2023 |
| BRK.B | $2.13M | 0.44% | Not reported | Not reported | Q3 2023 |
| ZM | $2.08M | 0.43% | Not reported | Not reported | Q4 2024 |
| ELTK | $2.02M | 0.42% | 3.76% | Not reported | Q3 2024 |
| PRGO | $1.83M | 0.38% | 0.12% | -36.2% | Q3 2023 |
| CHKP | $1.82M | 0.38% | 0.01% | +0.1% | Q3 2023 |
| SILC | $1.56M | 0.32% | 1.29% | -64.1% | Q3 2023 |
| KRNT | $1.51M | 0.31% | 0.22% | -53.2% | Q3 2023 |
| ALLT | $1.5M | 0.31% | 0.46% | Not reported | Q1 2025 |
| ODYS | $1.46M | 0.30% | 1.25% | Not reported | Q1 2025 |
 SLGL | $1.41M | 0.29% | 0.64% | Not reported | Q3 2023 |
| LOW | $1.39M | 0.29% | 0.00% | Not reported | Q3 2023 |
| KKR | $1.37M | 0.29% | 0.00% | Not reported | Q3 2023 |
| SPG | $1.33M | 0.28% | 89.38% | Not reported | Q3 2023 |
 WIX | $1.19M | 0.25% | 0.02% | Not reported | Q3 2023 |
| CSCO | $1.02M | 0.21% | 0.00% | -1.6% | Q3 2023 |
| HRMY | $1.01M | 0.21% | 0.06% | Not reported | Q3 2023 |
| AVGO | $845K | 0.18% | 0.00% | New | Q1 2026 |
| INTC | $823K | 0.17% | 0.00% | Not reported | Q3 2023 |
| Q4 2025 | |||||
| ZIM | $69M | 13.82% | 2.70% | +34.1% | Q1 2024 |
| GLBE | $33.8M | 6.76% | 0.51% | +2.6% | Q3 2023 |
| GOOGL | $23.7M | 4.75% | 0.00% | +8.9% | Q3 2023 |
| SPY | $22.8M | 4.57% | Not reported | -44.8% | Q3 2023 |
| MSFT | $21.7M | 4.34% | 0.00% | +2.6% | Q3 2023 |
| META | $20.9M | 4.18% | Not reported | -6.5% | Q3 2023 |
| AMZN | $18.4M | 3.68% | 0.00% | -3.3% | Q3 2023 |
| MDWD | $14.1M | 2.82% | 5.95% | -5.8% | Q3 2023 |
| TEVA | $12.3M | 2.47% | 0.03% | Not reported | Q3 2023 |
| ORA | $11.7M | 2.35% | 0.17% | Not reported | Q3 2023 |
| BABA | $10.2M | 2.04% | 0.00% | Not reported | Q3 2023 |
| ENLT | $9.04M | 1.81% | 0.15% | Not reported | Q3 2023 |
| IFF | $8.64M | 1.73% | 0.05% | Not reported | Q3 2023 |
| PFE | $6.98M | 1.40% | 0.00% | -5.9% | Q3 2023 |
| ESLT | $5.94M | 1.19% | 0.02% | Not reported | Q3 2023 |
| NICE | $5.52M | 1.11% | 0.08% | -10.8% | Q3 2023 |
 VTRS | $5.51M | 1.10% | 0.04% | -9.2% | Q3 2023 |
| RDCM | $5.45M | 1.09% | 2.51% | -15.4% | Q3 2023 |
| ANET | $5.08M | 1.02% | 0.00% | +0.1% | Q3 2023 |
| NVMI | $5.07M | 1.02% | 0.05% | Not reported | Q3 2023 |
| ELLO | $4.7M | 0.94% | 1.40% | +75.6% | Q3 2023 |
| INMD | $4.38M | 0.88% | 0.47% | -0.3% | Q3 2023 |
| GSK | $4.34M | 0.87% | 0.00% | Not reported | Q3 2023 |
| CAMT | $3.78M | 0.76% | 0.08% | Not reported | Q3 2023 |
| SN | $3.77M | 0.75% | 0.02% | +15.4% | Q1 2025 |
| PRGO | $3.71M | 0.74% | 0.19% | Not reported | Q3 2023 |
| TBLA | $3.54M | 0.71% | 0.23% | Not reported | Q4 2024 |
| KRNT | $3.16M | 0.63% | 0.48% | -4.5% | Q3 2023 |
| ICL | $3.07M | 0.61% | 0.04% | Not reported | Q1 2024 |
| SILC | $3.02M | 0.61% | 3.60% | Not reported | Q3 2023 |
| NVDA | $2.83M | 0.57% | 0.00% | +0.1% | Q3 2023 |
| QQQ | $2.6M | 0.52% | Not reported | -10.6% | Q3 2023 |
| CHKP | $2.36M | 0.47% | 0.01% | -0.2% | Q3 2023 |
| GILT | $2.35M | 0.47% | 0.25% | -73.4% | Q3 2023 |
| SNDX | $2.28M | 0.46% | 0.12% | Not reported | Q3 2023 |
| BRK.B | $2.24M | 0.45% | Not reported | Not reported | Q3 2023 |
| ZM | $2.23M | 0.45% | Not reported | Not reported | Q4 2024 |
| ALLT | $2.22M | 0.45% | 0.46% | Not reported | Q1 2025 |
| ELTK | $2.19M | 0.44% | 3.76% | Not reported | Q3 2024 |
| MRVL | $2.11M | 0.42% | 0.00% | Not reported | Q3 2023 |
| KKR | $1.89M | 0.38% | 0.00% | Not reported | Q3 2023 |
| RDWR | $1.74M | 0.35% | 0.17% | -37.3% | Q3 2023 |
| MGIC | $1.6M | 0.32% | Not reported | Not reported | Q3 2023 |
| LOW | $1.42M | 0.29% | 0.00% | Not reported | Q3 2023 |
| WIX | $1.38M | 0.28% | 0.02% | Not reported | Q3 2023 |
| HRMY | $1.34M | 0.27% | 0.06% | Not reported | Q3 2023 |
| SPG | $1.32M | 0.27% | 89.38% | Not reported | Q3 2023 |
| MU | $1.11M | 0.22% | 0.00% | Not reported | Q3 2023 |
| CSCO | $1.03M | 0.21% | 0.00% | +0.8% | Q3 2023 |
 V | $803K | 0.16% | 0.00% | +1.8% | Q3 2023 |
| Q3 2025 | |||||
| SPY | $40.4M | 8.48% | Not reported | Not reported | Q3 2023 |
| ZIM | $32.8M | 6.89% | 2.01% | +96.8% | Q1 2024 |
| GLBE | $29.9M | 6.29% | 0.50% | +8.3% | Q3 2023 |
| META | $24.8M | 5.22% | Not reported | +2.8% | Q3 2023 |
| MSFT | $22.6M | 4.75% | 0.00% | +3.2% | Q3 2023 |
| AMZN | $18.1M | 3.79% | 0.00% | +1.2% | Q3 2023 |
| GOOGL | $16.9M | 3.55% | 0.00% | +4.7% | Q3 2023 |
| MDWD | $14.6M | 3.06% | 7.50% | -0.8% | Q3 2023 |
| BABA | $12.4M | 2.60% | 0.00% | Not reported | Q3 2023 |
| ORA | $10.2M | 2.15% | 0.17% | Not reported | Q3 2023 |
| GILT | $8.87M | 1.86% | 1.19% | +275.4% | Q3 2023 |
| TEVA | $7.99M | 1.68% | 0.03% | Not reported | Q3 2023 |
| NICE | $7.92M | 1.66% | 0.09% | Not reported | Q3 2023 |
| IFF | $7.89M | 1.66% | 0.05% | Not reported | Q3 2023 |
| PFE | $7.59M | 1.59% | 0.01% | Not reported | Q3 2023 |
| RDCM | $7.13M | 1.50% | 3.09% | -2.9% | Q3 2023 |
| ENLT | $6.2M | 1.30% | 0.17% | Not reported | Q3 2023 |
| PRGO | $5.94M | 1.25% | 0.19% | Not reported | Q3 2023 |
| ANET | $5.65M | 1.19% | 0.00% | +0.1% | Q3 2023 |
| ESLT | $5.24M | 1.10% | 0.02% | -19.9% | Q3 2023 |
| NVMI | $4.94M | 1.04% | 0.05% | Not reported | Q3 2023 |
| VTRS | $4.83M | 1.01% | 0.04% | Not reported | Q3 2023 |
| INMD | $4.45M | 0.94% | 0.43% | Not reported | Q3 2023 |
| GSK | $3.82M | 0.80% | 0.00% | -75.7% | Q3 2023 |
| CAMT | $3.74M | 0.78% | 0.08% | Not reported | Q3 2023 |
| SILC | $3.64M | 0.77% | 3.57% | -0.5% | Q3 2023 |
| ICL | $3.34M | 0.70% | 0.04% | Not reported | Q1 2024 |
| KRNT | $3.11M | 0.65% | 0.50% | Not reported | Q3 2023 |
| RDWR | $3.05M | 0.64% | 0.27% | -23.2% | Q3 2023 |
| SN | $3.01M | 0.63% | 0.02% | +10.4% | Q1 2025 |
| QQQ | $2.84M | 0.60% | Not reported | Not reported | Q3 2023 |
| NVDA | $2.83M | 0.59% | 0.00% | +0.8% | Q3 2023 |
| ELTK | $2.77M | 0.58% | 3.76% | Not reported | Q3 2024 |
| CHKP | $2.63M | 0.55% | 0.01% | 0.0% | Q3 2023 |
| TBLA | $2.62M | 0.55% | 0.23% | Not reported | Q4 2024 |
| ALLT | $2.39M | 0.50% | 0.49% | Not reported | Q1 2025 |
| WIX | $2.35M | 0.49% | 0.02% | -5.6% | Q3 2023 |
| BRK.B | $2.24M | 0.47% | Not reported | Not reported | Q3 2023 |
| ZM | $2.14M | 0.45% | Not reported | Not reported | Q4 2024 |
| MRVL | $2.09M | 0.44% | 0.00% | Not reported | Q3 2023 |
| ELLO | $1.99M | 0.42% | 0.86% | Not reported | Q3 2023 |
| KKR | $1.93M | 0.40% | 0.00% | Not reported | Q3 2023 |
| SNDX | $1.67M | 0.35% | 0.12% | Not reported | Q3 2023 |
| LOW | $1.48M | 0.31% | 0.00% | Not reported | Q3 2023 |
| SPG | $1.34M | 0.28% | 89.38% | Not reported | Q3 2023 |
| MGIC | $1.27M | 0.27% | Not reported | Not reported | Q3 2023 |
| HRMY | $989K | 0.21% | 0.06% | Not reported | Q3 2023 |
 CSTE | $989K | 0.21% | 1.80% | Not reported | Q3 2023 |
| ODYS | $946K | 0.20% | 1.29% | -0.6% | Q1 2025 |
| CSCO | $907K | 0.19% | 0.00% | +1.4% | Q3 2023 |