Noked Israel Ltd
Net buyer this quarter
$970M
10
+$115M
88.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $394M | 40.65% | 0.00% | -9.3% | Q2 2019 |
 GOOG | $244M | 25.19% | Not reported | +118.0% | Q2 2020 |
 AMZN | $120M | 12.36% | 0.00% | +322.5% | Q2 2019 |
 NVMI | $79.5M | 8.19% | 0.46% | +24.1% | Q4 2020 |
| GOOGL | $7.5M | 0.77% | 0.00% | Not reported | Q4 2018 |
 QQQ | $5.11M | 0.53% | Not reported | Not reported | Q3 2022 |
 SPY | $3.58M | 0.37% | Not reported | Not reported | Q3 2022 |
 MSFT | $2.44M | 0.25% | 0.00% | -85.5% | Q4 2018 |
 ODYS | $836K | 0.09% | 1.20% | Not reported | Q3 2025 |
| WILC | $266K | 0.03% | 0.06% | Not reported | Q4 2019 |
| Q1 2026 | |||||
| TSM | $308M | 45.45% | 0.00% | +5.0% | Q2 2019 |
| GOOG | $91M | 13.44% | Not reported | +70.2% | Q2 2020 |
| NVMI | $51.2M | 7.57% | 0.37% | -13.6% | Q4 2020 |
 GE | $46.2M | 6.83% | 0.02% | -16.1% | Q3 2025 |
| AMZN | $24.8M | 3.66% | 0.00% | +300.0% | Q2 2019 |
| MSFT | $16.7M | 2.47% | 0.00% | -76.8% | Q4 2018 |
 META | $15.8M | 2.33% | Not reported | -55.0% | Q1 2019 |
| QQQ | $4.01M | 0.59% | Not reported | Not reported | Q3 2022 |
| SPY | $3.12M | 0.46% | Not reported | Not reported | Q3 2022 |
| ODYS | $1.4M | 0.21% | 1.20% | Not reported | Q3 2025 |
| WILC | $198K | 0.03% | 0.06% | Not reported | Q4 2019 |
 XTLB | $120K | 0.02% | 0.02% | Not reported | Q4 2018 |
| Q4 2025 | |||||
| TSM | $263M | 42.24% | 0.00% | -3.4% | Q2 2019 |
| MSFT | $94.1M | 15.08% | 0.00% | -44.7% | Q4 2018 |
| GE | $59.8M | 9.58% | 0.02% | +28.0% | Q3 2025 |
| GOOG | $58.5M | 9.38% | Not reported | Not reported | Q2 2020 |
| NVMI | $44.8M | 7.19% | 0.43% | +2.5% | Q4 2020 |
| META | $40.4M | 6.48% | Not reported | -18.0% | Q1 2019 |
 NVDA | $29.5M | 4.73% | 0.00% | +26.2% | Q3 2020 |
 PANW | $17.7M | 2.84% | 0.01% | +20.0% | Q2 2022 |
| AMZN | $6.87M | 1.10% | 0.00% | Not reported | Q2 2019 |
| QQQ | $4.26M | 0.68% | Not reported | Not reported | Q3 2022 |
| SPY | $3.27M | 0.52% | Not reported | Not reported | Q3 2022 |
| ODYS | $663K | 0.11% | 1.23% | Not reported | Q3 2025 |
| WILC | $230K | 0.04% | 0.06% | Not reported | Q4 2019 |
| XTLB | $115K | 0.02% | 0.02% | Not reported | Q4 2018 |
| Q3 2025 | |||||
| TSM | $251M | 39.27% | 0.00% | +47.8% | Q2 2019 |
| MSFT | $182M | 28.55% | 0.00% | +21.7% | Q4 2018 |
| META | $54.8M | 8.59% | Not reported | -35.1% | Q1 2019 |
| GE | $45.6M | 7.14% | 0.01% | New | Q3 2025 |
| NVMI | $42.6M | 6.67% | 0.45% | -26.4% | Q4 2020 |
| NVDA | $23.4M | 3.67% | 0.00% | +21.6% | Q3 2020 |
| PANW | $16.3M | 2.55% | 0.01% | Not reported | Q2 2022 |
 BKNG | $13.5M | 2.11% | 0.01% | -50.0% | Q1 2019 |
| QQQ | $4.17M | 0.65% | Not reported | Not reported | Q3 2022 |
| SPY | $3.19M | 0.50% | Not reported | Not reported | Q3 2022 |
| ODYS | $904K | 0.14% | 1.23% | New | Q3 2025 |
| XTLB | $233K | 0.04% | 0.02% | Not reported | Q4 2018 |