$230 Thousand is the total value of Noked Israel Ltd's 22 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 56.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNDY | Sell | MONDAY COM LTD | $29,578 | +9.5% | 207,200 | -6.4% | 12.88% | +24.7% |
| AAPL | Sell | APPLE INC | $22,468 | -27.1% | 136,255 | -42.6% | 9.78% | -17.0% |
| NVMI | Sell | NOVA LTD | $3,581 | -1.0% | 34,281 | -22.6% | 1.56% | +12.7% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $2,989 | -92.8% | 9,835 | -93.3% | 1.30% | -91.8% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,860 | +13.6% | 20,000 | -9.0% | 0.81% | +29.4% |
| Sell | PERION NETWORK LTD | $1,187 | -45.2% | 30,000 | -64.9% | 0.52% | -37.6% | |
| Sell | GLOBAL E ONLINE LTD | $748 | -28.4% | 1,100 | -69.4% | 0.33% | -18.3% | |
| Exit | MONGODB INC | $0 | – | -136 | -100.0% | -0.14% | – | |
| CAMT | Exit | CAMTEK LTDord | $0 | – | -59,958 | -100.0% | -0.50% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -25,100 | -100.0% | -0.80% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -13,360 | -100.0% | -1.58% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -28,770 | -100.0% | -2.16% | – |
| WCLD | Exit | WISDOMTREE TR | $0 | – | -238,600 | -100.0% | -2.29% | – |
| NICE | Exit | NICE LTDsponsored adr | $0 | – | -40,000 | -100.0% | -2.94% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -72,717 | -100.0% | -7.37% | – |
| INMD | Exit | INMODE LTD | $0 | – | -942,951 | -100.0% | -12.87% | – |
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 2023-05-15
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.