Holders — by stockHoldings — by fund
Yelin Lapidot Holdings Management Ltd.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001590495
$527.4M
disclosed book value
85
positions
16.3%
largest position share
Positions, as of 2026-06-30
top 85 of 85 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ZIM INTEGRATED SHIPPING SERV | 3.3M | $86.0M | 16.3% |
| 2 | GLOBAL E ONLINE LTD | 988,629 | $34.3M | 6.5% |
| 3 | XLFSELECT SECTOR SPDR TR | 636,382 | $34.1M | 6.5% |
| 4 | GOOGLALPHABET INC | 75,704 | $27.1M | 5.1% |
| 5 | SPYSTATE STR SPDR S&P 500 ETF T | 30,656 | $22.9M | 4.3% |
| 6 | METAMETA PLATFORMS INC | 39,487 | $22.2M | 4.2% |
| 7 | AMZNAMAZON COM INC | 79,575 | $19.0M | 3.6% |
| 8 | MSFTMICROSOFT CORP | 48,411 | $18.1M | 3.4% |
| 9 | XBISPDR SERIES TRUST | 104,532 | $16.5M | 3.1% |
| 10 | MUMICRON TECHNOLOGY INC | 11,960 | $13.8M | 2.6% |
| 11 | RSPINVESCO EXCHANGE TRADED FD T | 56,190 | $12.0M | 2.3% |
| 12 | TEVATEVA PHARMACEUTICAL INDS LTD | 352,579 | $11.9M | 2.3% |
| 13 | ORAORMAT TECHNOLOGIES INC | 106,175 | $11.6M | 2.2% |
| 14 | MEDIWOUND LTD | 758,169 | $11.1M | 2.1% |
| 15 | GILAT SATELLITE NETWORKS LTD | 645,549 | $8.6M | 1.6% |
| 16 | NOVA LTD | 15,441 | $8.4M | 1.6% |
| 17 | ENLIGHT RENEWABLE ENERGY LTD | 93,583 | $8.3M | 1.6% |
| 18 | IVVISHARES TR | 10,721 | $8.0M | 1.5% |
| 19 | SCHDSCHWAB STRATEGIC TR | 251,541 | $8.0M | 1.5% |
| 20 | ELBIT SYS LTD | 10,281 | $7.8M | 1.5% |
| 21 | MRVLMARVELL TECHNOLOGY INC | 24,824 | $7.4M | 1.4% |
| 22 | IFFINTERNATIONAL FLAVORS&FRAGRA | 92,004 | $7.3M | 1.4% |
| 23 | BABAALIBABA GROUP HLDG LTD | 69,320 | $6.7M | 1.3% |
| 24 | ANETARISTA NETWORKS INC | 38,733 | $6.6M | 1.2% |
| 25 | CAMTEK LTD | 35,577 | $5.8M | 1.1% |
| 26 | XLKSELECT SECTOR SPDR TR | 30,460 | $5.8M | 1.1% |
| 27 | RADCOM LTD | 404,595 | $5.7M | 1.1% |
| 28 | INMODE LTD | 373,250 | $5.5M | 1% |
| 29 | PFEPFIZER INC | 215,000 | $5.2M | 1% |
| 30 | SHARKNINJA INC | 32,650 | $5.0M | 0.9% |
| 31 | GSKGSK PLC | 88,500 | $4.6M | 0.9% |
| 32 | TABOOLA.COM LTD | 768,731 | $3.8M | 0.7% |
| 33 | XARSPDR SERIES TRUST | 12,500 | $3.5M | 0.7% |
| 34 | ELLOMAY CAPITAL LIMITED | 190,087 | $3.5M | 0.7% |
| 35 | QQQINVESCO QQQ TR | 4,238 | $3.1M | 0.6% |
| 36 | NVDANVIDIA CORPORATION | 15,054 | $3.0M | 0.6% |
| 37 | ICL GROUP LTD | 536,410 | $2.7M | 0.5% |
| 38 | INTCINTEL CORP | 18,650 | $2.6M | 0.5% |
| 39 | NICENICE LTD | 27,096 | $2.5M | 0.5% |
| 40 | ELTEK LTD | 252,682 | $2.4M | 0.5% |
| 41 | VTWOVANGUARD SCOTTSDALE FDS | 18,850 | $2.3M | 0.4% |
| 42 | ZMZOOM COMMUNICATIONS INC | 25,900 | $2.2M | 0.4% |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,450 | $2.2M | 0.4% |
| 44 | SILICOM LTD | 44,537 | $2.1M | 0.4% |
| 45 | ALLOT LTD | 225,943 | $2.0M | 0.4% |
| 46 | VUGVANGUARD INDEX FDS | 23,010 | $2.0M | 0.4% |
| 47 | SCHGSCHWAB STRATEGIC TR | 57,120 | $1.9M | 0.4% |
| 48 | PERRIGO CO PLC | 170,000 | $1.8M | 0.3% |
| 49 | QXOQXO INC | 100,000 | $1.7M | 0.3% |
| 50 | CHECK POINT SOFTWARE TECH LT | 12,707 | $1.7M | 0.3% |
| 51 | SPGSIMON PPTY GROUP INC NEW | 7,150 | $1.6M | 0.3% |
| 52 | CSCOCISCO SYS INC | 13,111 | $1.5M | 0.3% |
| 53 | XLISELECT SECTOR SPDR TR | 8,000 | $1.5M | 0.3% |
| 54 | KKRKKR & CO INC | 14,827 | $1.4M | 0.3% |
| 55 | XLVSELECT SECTOR SPDR TR | 8,540 | $1.4M | 0.3% |
| 56 | HRMYHARMONY BIOSCIENCES HLDGS IN | 35,887 | $1.3M | 0.2% |
| 57 | LOWLOWES COS INC | 5,900 | $1.3M | 0.2% |
| 58 | KORNIT DIGITAL LTD | 76,440 | $1.2M | 0.2% |
| 59 | AVGOBROADCOM INC | 3,229 | $1.2M | 0.2% |
| 60 | QQQMINVESCO EXCH TRADED FD TR II | 3,406 | $1.0M | 0.2% |
| 61 | COGNYTE SOFTWARE LTD | 104,944 | $921,409 | 0.2% |
| 62 | CFCF INDUSTRIES HOLD | 8,000 | $866,080 | 0.2% |
| 63 | ODYSODYSIGHT AI INC | 205,629 | $855,417 | 0.2% |
| 64 | GEGE AEROSPACE | 2,137 | $798,661 | 0.2% |
| 65 | SOL-GEL TECHNOLOGIES LTD | 10,384 | $769,870 | 0.1% |
| 66 | VVISA INC | 2,220 | $761,660 | 0.1% |
| 67 | GEVGE VERNOVA INC | 534 | $627,375 | 0.1% |
| 68 | COMPUGEN LTD | 281,983 | $603,444 | 0.1% |
| 69 | WIX COM LTD | 13,251 | $601,198 | 0.1% |
| 70 | CPAYCORPAY INC | 1,500 | $499,905 | 0.1% |
| 71 | JEFJEFFERIES FINANCIAL GROUP IN | 8,652 | $432,427 | 0.1% |
| 72 | NVRNVR INC | 63 | $429,244 | 0.1% |
| 73 | DLRDIGITAL RLTY TR INC | 2,300 | $413,034 | 0.1% |
| 74 | PFLTPENNANTPARK FLOATING RATE CA | 54,927 | $410,854 | 0.1% |
| 75 | PERION NETWORK LTD | 42,084 | $408,636 | 0.1% |
| 76 | ARVNARVINAS INC | 46,665 | $387,786 | 0.1% |
| 77 | URTHISHARES INC | 1,436 | $290,991 | 0.1% |
| 78 | DISDISNEY WALT CO | 2,500 | $240,625 | 0% |
| 79 | BUDANHEUSER BUSCH INBEV SA NV | 2,780 | $229,072 | 0% |
| 80 | VZVERIZON COMMUNICATIONS INC | 5,231 | $221,481 | 0% |
| 81 | TMUST-MOBILE US INC | 1,297 | $217,546 | 0% |
| 82 | UPSUNITED PARCEL SVCS INC | 1,995 | $214,463 | 0% |
| 83 | TAT&T INC | 10,234 | $211,844 | 0% |
| 84 | CAESARSTONE LTD | 53,287 | $111,903 | 0% |
| 85 | TEADTEADS HLDG CO | 79,959 | $61,321 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.