Holders — by stockHoldings — by fund
Noked Israel 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 0001767750
$969.9M
disclosed book value
11
positions
40.7%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 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 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 825,650 | $394.3M | 40.7% |
| 2 | GOOGALPHABET INC | 691,420 | $244.3M | 25.2% |
| 3 | AMZNAMAZON COM INC | 503,130 | $119.9M | 12.4% |
| 4 | SOXXISHARES TR | 175,070 | $112.2M | 11.6% |
| 5 | NOVA LTD | 146,387 | $79.5M | 8.2% |
| 6 | GOOGLALPHABET INC | 21,000 | $7.5M | 0.8% |
| 7 | QQQINVESCO QQQ TR | 6,940 | $5.1M | 0.5% |
| 8 | SPYSTATE STR SPDR S&P 500 ETF T | 4,794 | $3.6M | 0.4% |
| 9 | MSFTMICROSOFT CORP | 6,550 | $2.4M | 0.3% |
| 10 | ODYSODYSIGHT AI INC | 200,972 | $836,044 | 0.1% |
| 11 | G WILLI FOOD INTL LTD | 7,996 | $265,867 | 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.