$330 Thousand is the total value of Noked Israel Ltd's 28 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 52.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $40,592 | +2.9% | 128,556 | +11.0% | 12.32% | -8.7% |
| MNDY | Buy | MONDAY COM LTD | $38,684 | +40.6% | 242,960 | +51.2% | 11.74% | +24.7% |
| PANW | Buy | PALO ALTO NETWORKS INC | $29,590 | +10.8% | 126,215 | +20.7% | 8.98% | -1.7% |
| FB | Buy | META PLATFORMS INCcl a | $26,881 | +631.9% | 89,540 | +599.5% | 8.16% | +549.3% |
| Buy | CYBERARK SOFTWARE LTDnote | $24,500 | +73.7% | 149,600 | +65.9% | 7.43% | +54.1% | |
| AAPL | Buy | APPLE INC | $21,795 | -5.9% | 127,300 | +6.6% | 6.61% | -16.6% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $20,353 | +593.0% | 121,600 | +508.0% | 6.18% | +514.4% |
| WIX | Buy | WIX COM LTD | $18,800 | +51.8% | 204,790 | +29.4% | 5.70% | +34.7% |
| AMZN | Buy | AMAZON COM INC | $18,432 | +481.1% | 145,000 | +496.0% | 5.59% | +415.4% |
| SQSP | Buy | SQUARESPACE INCclass a | $16,470 | +20.8% | 568,523 | +31.5% | 5.00% | +7.1% |
| NVDA | Buy | NVDIA CORPORATION | $12,810 | +11.5% | 29,450 | +8.4% | 3.89% | -1.1% |
| New | CAMTEK LTD | $11,008 | – | 176,800 | +100.0% | 3.34% | – | |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $9,812 | – | 962,000 | +100.0% | 2.98% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $9,074 | – | 35,000 | +100.0% | 2.75% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $7,931 | – | 60,150 | +100.0% | 2.41% | – |
| BKNG | Sell | BOOKING HOLDINGS INC | $6,168 | -10.4% | 2,000 | -21.6% | 1.87% | -20.6% |
| AMAT | Sell | APPLIED MATS INC | $4,391 | -51.7% | 31,717 | -49.6% | 1.33% | -57.2% |
| NVMI | Buy | NOVA LTD | $3,176 | +66.6% | 28,248 | +73.9% | 0.96% | +47.9% |
| GOOGL | New | ALPHABET INCcap stk cl a | $2,722 | – | 20,800 | +100.0% | 0.83% | – |
| CRM | Sell | SALESFORCE INC | $2,028 | -81.5% | 10,000 | -80.8% | 0.62% | -83.6% |
| Sell | ENLIGHT RENEWABLE ENERGY LTD | $1,361 | -40.0% | 86,763 | -32.1% | 0.41% | -46.8% | |
| INVZ | Buy | INNOVIZ TECHNOLOGIES LTD | $975 | +71.7% | 500,000 | +150.0% | 0.30% | +52.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $884 | +88.9% | 5,000 | +100.0% | 0.27% | +67.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $472 | +35.2% | 5,000 | +42.9% | 0.14% | +20.2% |
| New | GLOBAL E ONLINE LTD | $255 | – | 500 | +100.0% | 0.08% | – | |
| CAMT | Sell | CAMTEK LTDord | $230 | -89.4% | 250 | -99.6% | 0.07% | -90.6% |
| XTLB | XTL BIOPHARMACEUTICALS LTDsponsored adr ne | $179 | -10.1% | 198,888 | 0.0% | 0.05% | -20.6% | |
| SVFD | SAVE FOODS INC | $39 | -13.3% | 75,455 | 0.0% | 0.01% | -20.0% | |
| Exit | ISHARES TR | $0 | – | -200 | -100.0% | -0.08% | – | |
| Exit | PERION NETWORK LTD | $0 | – | -43,628 | -100.0% | -0.46% | – | |
| ITRN | Exit | ITURAN LOCATION AND CONTROL | $0 | – | -75,000 | -100.0% | -0.60% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -6,000 | -100.0% | -0.71% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -6,940 | -100.0% | -0.76% | – |
| Exit | NICE LTDsponsored adr | $0 | – | -18,619 | -100.0% | -1.32% | – | |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -17,494 | -100.0% | -1.63% | – |
| POOL | Exit | POOL CORP | $0 | – | -23,400 | -100.0% | -3.00% | – |
| Exit | INMODE LTD | $0 | – | -240,813 | -100.0% | -3.08% | – | |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -73,060 | -100.0% | -3.80% | – |
| GLBE | Exit | GLOBAL E ONLINE LTD | $0 | – | -346,285 | -100.0% | -4.85% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p eql wgt | $0 | – | -133,000 | -100.0% | -6.81% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| XTL BIOPHARMACEUTICALS LTD | 20 | Q3 2023 | 0.5% |
| MICROSOFT CORP | 19 | Q3 2023 | 17.6% |
| SOLAREDGE TECHNOLOGIES INC | 15 | Q1 2023 | 47.3% |
| APPLE INC | 15 | Q3 2023 | 11.8% |
| AMAZON COM INC | 15 | Q3 2023 | 5.6% |
| META PLATFORMS INC | 12 | Q3 2023 | 8.2% |
| NOVA MEASURING INSTRUMENTS L | 11 | Q3 2023 | 7.0% |
| ALIBABA GROUP HLDG LTD | 11 | Q2 2022 | 3.6% |
| ALPHABET INC | 11 | Q3 2023 | 2.5% |
| MONDAY COM LTD | 10 | Q3 2023 | 12.9% |
View Noked Israel Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR/A | 2022-12-27 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
View Noked Israel Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.