$243 Million is the total value of Noked Israel Ltd's 27 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 30.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRNT | Sell | KORNIT DIGITAL LTD | $19,278,000 | +29.2% | 216,295 | -6.0% | 7.94% | -19.8% |
| MSFT | Sell | MICROSOFT CORP | $7,899,000 | -14.0% | 35,516 | -18.6% | 3.25% | -46.6% |
| AAPL | Sell | APPLE INC | $6,423,000 | -7.6% | 48,407 | -19.3% | 2.64% | -42.6% |
| FVRR | Sell | FIVERR INTL LTD | $4,759,000 | -78.0% | 24,393 | -84.4% | 1.96% | -86.4% |
| AMZN | Sell | AMAZON COM INC | $1,853,000 | -12.2% | 569 | -15.1% | 0.76% | -45.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,787,000 | +1.3% | 1,020 | -15.0% | 0.74% | -37.1% |
| Sell | AUDIOCODES LTDord | $1,373,000 | -90.4% | 49,836 | -89.0% | 0.56% | -94.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,368,000 | -32.7% | 5,877 | -15.0% | 0.56% | -58.2% |
| KMDA | Sell | KAMADA LTD | $374,000 | -63.7% | 57,652 | -53.2% | 0.15% | -77.5% |
| SPNS | Exit | SAPIENS INTL CORP N V | $0 | – | -33,667 | -100.0% | -0.68% | – |
| WILC | Exit | G WILLI FOOD INTL LTDord | $0 | – | -61,862 | -100.0% | -0.81% | – |
| RADA | Exit | RADA ELECTR INDS LTD | $0 | – | -1,010,717 | -100.0% | -3.98% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -82,698 | -100.0% | -13.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.