$329 Million is the total value of Noked Israel Ltd's 42 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 90.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KWEB | New | KRANESHARES TRcsi chi internet | $41,910,000 | – | 1,470,000 | +100.0% | 12.75% | – |
| MNDY | Buy | MONDAY COM LTD | $29,210,000 | +908.6% | 184,790 | +1870.0% | 8.89% | +1148.3% |
| MSFT | Buy | MICROSOFT CORP | $25,331,000 | +693.6% | 82,160 | +765.8% | 7.71% | +881.8% |
| POOL | Buy | POOL CORP | $20,893,000 | +207.6% | 49,410 | +311.8% | 6.36% | +280.4% |
| NICE | Buy | NICE LTDsponsored adr | $18,297,000 | +122.0% | 83,550 | +207.7% | 5.57% | +174.5% |
| ENPH | New | ENPHASE ENERGY INC | $14,476,000 | – | 71,740 | +100.0% | 4.40% | – |
| MDB | Buy | MONGODB INCcl a | $14,140,000 | +1970.3% | 31,876 | +2369.1% | 4.30% | +2460.7% |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $10,984,000 | +375.3% | 166,650 | +472.7% | 3.34% | +488.4% |
| NFLX | New | NETFLIX INC | $8,241,000 | – | 22,000 | +100.0% | 2.51% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $6,830,000 | – | 65,510 | +100.0% | 2.08% | – |
| AMZN | Buy | AMAZON COM INC | $5,826,000 | +61.9% | 1,787 | +65.6% | 1.77% | +100.3% |
| CAMT | New | CAMTEK LTDord | $2,589,000 | – | 85,000 | +100.0% | 0.79% | – |
| ICL | Buy | ICL GROUP LTD | $1,971,000 | +112.9% | 163,318 | +70.5% | 0.60% | +163.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,741,000 | +88.2% | 4,932 | +59.4% | 0.53% | +132.5% |
| ADSK | New | AUTODESK INC | $836,000 | – | 3,900 | +100.0% | 0.25% | – |
| GDS | New | GDS HLDGS LTDsponsored ads | $758,000 | – | 19,300 | +100.0% | 0.23% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $738,000 | – | 12,280 | +100.0% | 0.22% | – |
| ESTC | Buy | ELASTIC N V | $441,000 | -20.4% | 4,960 | +10.2% | 0.13% | -1.5% |
| New | INNOVID CORP*w exp 11/30/202 | $18,000 | – | 18,051 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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.