Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
Net buyer this quarter
$144M
28
+$18.6M
35.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SMH | $17.2M | 11.97% | Not reported | +98.8% | Q2 2025 |
 INTC | $6.6M | 4.59% | 0.00% | New | Q2 2026 |
 PANW | $4.84M | 3.36% | 0.00% | New | Q2 2026 |
 GOOG | $3.9M | 2.71% | Not reported | Not reported | Q2 2023 |
 QQQ | $3.69M | 2.56% | Not reported | -57.0% | Q3 2021 |
 AMZN | $3.55M | 2.47% | 0.00% | Not reported | Q4 2021 |
 PWR | $3.05M | 2.12% | 0.00% | Not reported | Q4 2025 |
 GS | $2.77M | 1.93% | 0.00% | Not reported | Q4 2025 |
 TSM | $2.39M | 1.66% | 0.00% | New | Q2 2026 |
 SEDG | $2.29M | 1.59% | 0.06% | Not reported | Q3 2021 |
 DK | $2.29M | 1.59% | 0.07% | Not reported | Q1 2026 |
 MRVL | $2.13M | 1.48% | 0.00% | New | Q2 2026 |
 BWXT | $1.79M | 1.25% | 0.01% | -39.5% | Q1 2026 |
 AMD | $1.78M | 1.24% | 0.00% | Not reported | Q2 2023 |
 KKR | $1.53M | 1.06% | 0.00% | Not reported | Q3 2021 |
 QTUM | $1.48M | 1.03% | Not reported | New | Q2 2026 |
 LLY | $1.46M | 1.02% | 0.00% | New | Q2 2026 |
 PLTR | $1.38M | 0.96% | 0.00% | New | Q2 2026 |
 TEVA | $1.19M | 0.82% | 0.00% | New | Q2 2026 |
 CBRS | $1.15M | 0.80% | Not reported | New | Q2 2026 |
 BA | $1.14M | 0.79% | 0.00% | Not reported | Q3 2023 |
 NVDA | $997K | 0.69% | 0.00% | Not reported | Q2 2022 |
 SPY | $970K | 0.67% | Not reported | Not reported | Q3 2021 |
 MSFT | $942K | 0.65% | 0.00% | Not reported | Q3 2021 |
 V | $933K | 0.65% | 0.00% | Not reported | Q4 2024 |
 META | $891K | 0.62% | Not reported | -49.5% | Q3 2021 |
 AVGO | $769K | 0.53% | 0.00% | Not reported | Q4 2025 |
 BABA | $396K | 0.28% | 0.00% | Not reported | Q3 2021 |
| Q1 2026 | |||||
| QQQ | $6.72M | 12.48% | Not reported | -12.3% | Q3 2021 |
| SMH | $5.06M | 9.40% | Not reported | +88.0% | Q2 2025 |
 TSEM | $4.89M | 9.08% | 0.02% | Not reported | Q4 2024 |
| GOOG | $3.17M | 5.88% | Not reported | Not reported | Q2 2023 |
| BWXT | $3.11M | 5.77% | 0.02% | New | Q1 2026 |
| PWR | $2.33M | 4.32% | 0.00% | Not reported | Q4 2025 |
| GS | $2.32M | 4.31% | 0.00% | +44.2% | Q4 2025 |
| DK | $2.03M | 3.77% | 0.08% | New | Q1 2026 |
| SEDG | $2M | 3.72% | 0.06% | Not reported | Q3 2021 |
| META | $1.79M | 3.33% | Not reported | +242.7% | Q3 2021 |
 ICL | $1.68M | 3.11% | 0.03% | Not reported | Q3 2021 |
| KKR | $1.54M | 2.86% | 0.00% | +70.4% | Q3 2021 |
| BA | $1.05M | 1.94% | 0.00% | Not reported | Q3 2023 |
| NVDA | $869K | 1.61% | 0.00% | Not reported | Q2 2022 |
| SPY | $845K | 1.57% | Not reported | -83.1% | Q3 2021 |
| V | $822K | 1.53% | 0.00% | Not reported | Q4 2024 |
 UBER | $751K | 1.40% | 0.00% | Not reported | Q4 2025 |
| AVGO | $629K | 1.17% | 0.00% | Not reported | Q4 2025 |
| AMD | $622K | 1.16% | 0.00% | Not reported | Q2 2023 |
 NKE | $618K | 1.15% | 0.00% | Not reported | Q1 2022 |
| BABA | $512K | 0.95% | 0.00% | Not reported | Q3 2021 |
| Q4 2025 | |||||
| QQQ | $8.17M | 18.76% | Not reported | Not reported | Q3 2021 |
| SPY | $5.23M | 12.02% | Not reported | Not reported | Q3 2021 |
| GOOG | $3.47M | 7.96% | Not reported | Not reported | Q2 2023 |
| TSEM | $3.27M | 7.52% | 0.02% | Not reported | Q4 2024 |
| SMH | $2.53M | 5.81% | Not reported | Not reported | Q2 2025 |
| ICL | $1.88M | 4.32% | 0.03% | Not reported | Q3 2021 |
| PWR | $1.79M | 4.11% | 0.00% | New | Q4 2025 |
| GS | $1.67M | 3.84% | 0.00% | New | Q4 2025 |
 JPM | $1.65M | 3.79% | 0.00% | Not reported | Q1 2025 |
| KKR | $1.25M | 2.86% | 0.00% | Not reported | Q3 2021 |
| V | $954K | 2.19% | 0.00% | Not reported | Q4 2024 |
| NVDA | $929K | 2.13% | 0.00% | Not reported | Q2 2022 |
| UBER | $853K | 1.96% | 0.00% | New | Q4 2025 |
| NKE | $745K | 1.71% | 0.00% | Not reported | Q1 2022 |
| AVGO | $705K | 1.62% | 0.00% | New | Q4 2025 |
| AMD | $655K | 1.50% | 0.00% | Not reported | Q2 2023 |
| META | $603K | 1.39% | Not reported | Not reported | Q3 2021 |
| BABA | $598K | 1.37% | 0.00% | Not reported | Q3 2021 |
| Q2 2025 | |||||
| QQQ | $5.95M | 19.28% | Not reported | +595.0% | Q3 2021 |
| SPY | $4.74M | 15.34% | Not reported | +124.4% | Q3 2021 |
| NVDA | $3.61M | 11.71% | 0.00% | +85.0% | Q2 2022 |
| ICL | $2.82M | 9.15% | 0.03% | -9.7% | Q3 2021 |
| JPM | $1.73M | 5.60% | 0.00% | Not reported | Q1 2025 |
| SMH | $1.34M | 4.34% | Not reported | New | Q2 2025 |
| V | $966K | 3.13% | 0.00% | Not reported | Q4 2024 |
 ABNB | $862K | 2.79% | Not reported | New | Q2 2025 |
| NKE | $825K | 2.67% | 0.00% | Not reported | Q1 2022 |
 NEE | $781K | 2.53% | 0.00% | -14.5% | Q4 2024 |
| META | $675K | 2.19% | Not reported | -48.2% | Q3 2021 |
| TSEM | $521K | 1.69% | 0.01% | Not reported | Q4 2024 |
| AMZN | $494K | 1.60% | 0.00% | Not reported | Q4 2021 |
| BABA | $463K | 1.50% | 0.00% | Not reported | Q3 2021 |
 ENLT | $316K | 1.02% | 0.01% | Not reported | Q2 2023 |