Sponsored

The Analysis of Yelin Lapidot Holdings Management Ltd.'s Holdings & P&L

Currently, Yelin Lapidot Holdings Management Ltd. holds 85 types of securities in its portfolio with a total value $527.4M. In the most recent quarter, they have increased their positions in GLBE (+141.8K shares, valued at $4.9M), N/A (+7.9K shares, valued at $4.4M), MSFT (+4.8K shares, valued at $1.8M); decreased their positions in XLF (-129.4K shares, valued at $6.9M), MU (-3.3K shares, valued at $3.8M), IFF (-36.2K shares, valued at $2.9M); initiated new positions in QXO (+100.0K shares, valued at $1.7M), QQQM (+3.4K shares, valued at $1.0M), CF (+8.0K shares, valued at $866.1K).

1M P&L

+1.7M+0.39%

3M P&L

+25.2M+6.02%

HY P&L

+20.4M+4.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A91.1M

19.9%

2Marine Shipping86.0M

18.8%

3Internet Retail53.3M

11.7%

Top Industries by Stock Count

1N/A13 stocks

17.1%

2Software - Infrastructure6 stocks

7.9%

3Biotechnology5 stocks

6.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ZIM ZIM INTEGRATED SHIPPING SERV3.3M shares1.22%2026-06-302026-08-03

GLBE GLOBAL E ONLINE LTD988.6K shares16.74%2026-06-302026-08-03

XLF SELECT SECTOR SPDR TR636.4K shares-16.90%2026-06-302026-08-03

GOOGL ALPHABET INC75.7K shares-0.01%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T30.7K shares0.00%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC39.5K shares24.96%2026-06-302026-08-03

AMZN AMAZON COM INC79.6K shares0.00%2026-06-302026-08-03

MSFT MICROSOFT CORP48.4K shares11.13%2026-06-302026-08-03

Sponsored

XBI SPDR SERIES TRUST104.5K shares0.00%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC12.0K shares-21.75%2026-06-302026-08-03

RSP INVESCO EXCHANGE TRADED FD T56.2K shares0.00%2026-06-302026-08-03

TEVA TEVA PHARMACEUTICAL INDS LTD352.6K shares-0.60%2026-06-302026-08-03

ORA ORMAT TECHNOLOGIES INC106.2K shares0.00%2026-06-302026-08-03

MDWD MEDIWOUND LTD758.2K shares-0.61%2026-06-302026-08-03

GILT GILAT SATELLITE NETWORKS LTD645.5K shares0.00%2026-06-302026-08-03

NVMI NOVA LTD15.4K shares0.00%2026-06-302026-08-03

Sponsored

ENLT ENLIGHT RENEWABLE ENERGY LTD93.6K shares-23.47%2026-06-302026-08-03

ISHARES TR ISHARES TR10.7K shares2.24%2026-06-302026-08-03

SCHD SCHWAB STRATEGIC TR251.5K shares0.00%2026-06-302026-08-03

ESLT ELBIT SYS LTD10.3K shares0.00%2026-06-302026-08-03

MRVL MARVELL TECHNOLOGY INC24.8K shares0.00%2026-06-302026-08-03

IFF INTERNATIONAL FLAVORS&FRAGRA92.0K shares-28.25%2026-06-302026-08-03

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD69.3K shares0.00%2026-06-302026-08-03

ANET ARISTA NETWORKS INC38.7K shares-0.01%2026-06-302026-08-03

Sponsored

CAMT CAMTEK LTD35.6K shares0.00%2026-06-302026-08-03

XLK SELECT SECTOR SPDR TR30.5K shares0.00%2026-06-302026-08-03

RDCM RADCOM LTD404.6K shares0.00%2026-06-302026-08-03

INMD INMODE LTD373.3K shares-3.55%2026-06-302026-08-03

PFE PFIZER INC215.0K shares0.00%2026-06-302026-08-03

SN SHARKNINJA INC32.6K shares0.00%2026-06-302026-08-03

GSK PLC GSK PLC88.5K shares0.00%2026-06-302026-08-03

TBLA TABOOLA.COM LTD768.7K shares0.00%2026-06-302026-08-03

Sponsored

XAR SPDR SERIES TRUST12.5K shares0.00%2026-06-302026-08-03

ELLO ELLOMAY CAPITAL LIMITED190.1K shares-1.80%2026-06-302026-08-03

QQQ INVESCO QQQ TR4.2K shares0.00%2026-06-302026-08-03

NVDA NVIDIA CORPORATION15.1K shares-16.67%2026-06-302026-08-03

ICL ICL GROUP LTD536.4K shares-0.19%2026-06-302026-08-03

INTC INTEL CORP18.6K shares0.00%2026-06-302026-08-03

NICE NICE LTD27.1K shares2.65%2026-06-302026-08-03

ELTK ELTEK LTD252.7K shares0.00%2026-06-302026-08-03

Sponsored

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS18.9K shares0.00%2026-06-302026-08-03

ZM ZOOM COMMUNICATIONS INC25.9K shares0.00%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL4.5K shares0.00%2026-06-302026-08-03

SILC SILICOM LTD44.5K shares-39.62%2026-06-302026-08-03

ALLT ALLOT LTD225.9K shares0.00%2026-06-302026-08-03

VUG VANGUARD INDEX FDS23.0K shares500.00%2026-06-302026-08-03

SCHG SCHWAB STRATEGIC TR57.1K shares0.00%2026-06-302026-08-03

PRGO PERRIGO CO PLC170.0K shares0.00%2026-06-302026-08-03

Sponsored

QXO QXO INC100.0K sharesnew addition2026-06-302026-08-03

CHKP CHECK POINT SOFTWARE TECH LT12.7K shares-0.05%2026-06-302026-08-03

SPG SIMON PPTY GROUP INC NEW7.2K shares0.00%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC13.1K shares-0.25%2026-06-302026-08-03

XLI SELECT SECTOR SPDR TR8.0K shares0.00%2026-06-302026-08-03

KKR KKR & CO INC14.8K shares0.00%2026-06-302026-08-03

XLV SELECT SECTOR SPDR TR8.5K shares0.00%2026-06-302026-08-03

HRMY HARMONY BIOSCIENCES HLDGS IN35.9K shares0.00%2026-06-302026-08-03

Sponsored

LOW LOWES COS INC5.9K shares0.00%2026-06-302026-08-03

KRNT KORNIT DIGITAL LTD76.4K shares-25.81%2026-06-302026-08-03

BROADCOM INC BROADCOM INC3.2K shares18.28%2026-06-302026-08-03

QQQM INVESCO EXCH TRADED FD TR II3.4K sharesnew addition2026-06-302026-08-03

CGNT COGNYTE SOFTWARE LTD104.9K shares3.93%2026-06-302026-08-03

CF CF INDUSTRIES HOLD8.0K sharesnew addition2026-06-302026-08-03

ODYS ODYSIGHT AI INC205.6K shares-2.13%2026-06-302026-08-03

GE GE AEROSPACE2.1K shares0.00%2026-06-302026-08-03

Sponsored

SLGL SOL-GEL TECHNOLOGIES LTD10.4K shares-41.51%2026-06-302026-08-03

VISA INC VISA INC2.2K shares-0.18%2026-06-302026-08-03

GEV GE VERNOVA INC534 shares0.00%2026-06-302026-08-03

CGEN COMPUGEN LTD282.0K shares-11.56%2026-06-302026-08-03

WIX WIX COM LTD13.3K shares0.00%2026-06-302026-08-03

CPAY CORPAY INC1.5K shares0.00%2026-06-302026-08-03

JEF JEFFERIES FINANCIAL GROUP IN8.7K shares0.00%2026-06-302026-08-03

NVR NVR INC63 shares0.00%2026-06-302026-08-03

Sponsored

DLR DIGITAL RLTY TR INC2.3K shares0.00%2026-06-302026-08-03

PFLT PENNANTPARK FLOATING RATE CA54.9K shares-26.20%2026-06-302026-08-03

PERI PERION NETWORK LTD42.1K shares0.00%2026-06-302026-08-03

ARVN ARVINAS INC46.7K shares0.00%2026-06-302026-08-03

URTH ISHARES INC1.4K sharesnew addition2026-06-302026-08-03

DIS DISNEY WALT CO2.5K shares0.00%2026-06-302026-08-03

BUD ANHEUSER BUSCH INBEV SA NV2.8K sharesnew addition2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC5.2K shares-12.51%2026-06-302026-08-03

Sponsored

TMUS T-MOBILE US INC1.3K shares-3.43%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC2.0K sharesnew addition2026-06-302026-08-03

T AT&T INC10.2K shares-5.79%2026-06-302026-08-03

CSTE CAESARSTONE LTD53.3K shares-19.31%2026-06-302026-08-03

TEAD TEADS HLDG CO80.0K shares-17.26%2026-06-302026-08-03

ZIM

ZIM INTEGRATED SHIPPING SERV

1.22%

Shares3.3M

Event2026-06-30

Filed2026-08-03

GLBE

GLOBAL E ONLINE LTD

16.74%

Shares988.6K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

-16.90%

Shares636.4K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-0.01%

Shares75.7K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

0.00%

Shares30.7K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

24.96%

Shares39.5K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

0.00%

Shares79.6K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

11.13%

Shares48.4K

Event2026-06-30

Filed2026-08-03

XBI

SPDR SERIES TRUST

0.00%

Shares104.5K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

-21.75%

Shares12.0K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares56.2K

Event2026-06-30

Filed2026-08-03

TEVA

TEVA PHARMACEUTICAL INDS LTD

-0.60%

Shares352.6K

Event2026-06-30

Filed2026-08-03

ORA

ORMAT TECHNOLOGIES INC

0.00%

Shares106.2K

Event2026-06-30

Filed2026-08-03

MDWD

MEDIWOUND LTD

-0.61%

Shares758.2K

Event2026-06-30

Filed2026-08-03

GILT

GILAT SATELLITE NETWORKS LTD

0.00%

Shares645.5K

Event2026-06-30

Filed2026-08-03

NVMI

NOVA LTD

0.00%

Shares15.4K

Event2026-06-30

Filed2026-08-03

ENLT

ENLIGHT RENEWABLE ENERGY LTD

-23.47%

Shares93.6K

Event2026-06-30

Filed2026-08-03

ISHARES TR

2.24%

Shares10.7K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares251.5K

Event2026-06-30

Filed2026-08-03

ESLT

ELBIT SYS LTD

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC

0.00%

Shares24.8K

Event2026-06-30

Filed2026-08-03

IFF

INTERNATIONAL FLAVORS&FRAGRA

-28.25%

Shares92.0K

Event2026-06-30

Filed2026-08-03

ALIBABA GROUP HLDG LTD

0.00%

Shares69.3K

Event2026-06-30

Filed2026-08-03

ANET

ARISTA NETWORKS INC

-0.01%

Shares38.7K

Event2026-06-30

Filed2026-08-03

CAMT

CAMTEK LTD

0.00%

Shares35.6K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

0.00%

Shares30.5K

Event2026-06-30

Filed2026-08-03

RDCM

RADCOM LTD

0.00%

Shares404.6K

Event2026-06-30

Filed2026-08-03

INMD

INMODE LTD

-3.55%

Shares373.3K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

0.00%

Shares215.0K

Event2026-06-30

Filed2026-08-03

SHARKNINJA INC

0.00%

Shares32.6K

Event2026-06-30

Filed2026-08-03

GSK PLC

0.00%

Shares88.5K

Event2026-06-30

Filed2026-08-03

TBLA

TABOOLA.COM LTD

0.00%

Shares768.7K

Event2026-06-30

Filed2026-08-03

XAR

SPDR SERIES TRUST

0.00%

Shares12.5K

Event2026-06-30

Filed2026-08-03

ELLO

ELLOMAY CAPITAL LIMITED

-1.80%

Shares190.1K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-16.67%

Shares15.1K

Event2026-06-30

Filed2026-08-03

ICL

ICL GROUP LTD

-0.19%

Shares536.4K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

0.00%

Shares18.6K

Event2026-06-30

Filed2026-08-03

NICE

NICE LTD

2.65%

Shares27.1K

Event2026-06-30

Filed2026-08-03

ELTK

ELTEK LTD

0.00%

Shares252.7K

Event2026-06-30

Filed2026-08-03

VANGUARD SCOTTSDALE FDS

0.00%

Shares18.9K

Event2026-06-30

Filed2026-08-03

ZOOM COMMUNICATIONS INC

0.00%

Shares25.9K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-03

SILC

SILICOM LTD

-39.62%

Shares44.5K

Event2026-06-30

Filed2026-08-03

ALLT

ALLOT LTD

0.00%

Shares225.9K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

500.00%

Shares23.0K

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares57.1K

Event2026-06-30

Filed2026-08-03

PRGO

PERRIGO CO PLC

0.00%

Shares170.0K

Event2026-06-30

Filed2026-08-03

QXO

QXO INC

New

Shares100.0K

Event2026-06-30

Filed2026-08-03

CHKP

CHECK POINT SOFTWARE TECH LT

-0.05%

Shares12.7K

Event2026-06-30

Filed2026-08-03

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

-0.25%

Shares13.1K

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-03

KKR

KKR & CO INC

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-03

HRMY

HARMONY BIOSCIENCES HLDGS IN

0.00%

Shares35.9K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COS INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-03

KRNT

KORNIT DIGITAL LTD

-25.81%

Shares76.4K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

18.28%

Shares3.2K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares3.4K

Event2026-06-30

Filed2026-08-03

CGNT

COGNYTE SOFTWARE LTD

3.93%

Shares104.9K

Event2026-06-30

Filed2026-08-03

CF INDUSTRIES HOLD

New

Shares8.0K

Event2026-06-30

Filed2026-08-03

ODYS

ODYSIGHT AI INC

-2.13%

Shares205.6K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

SLGL

SOL-GEL TECHNOLOGIES LTD

-41.51%

Shares10.4K

Event2026-06-30

Filed2026-08-03

VISA INC

-0.18%

Shares2.2K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

0.00%

Shares534

Event2026-06-30

Filed2026-08-03

CGEN

COMPUGEN LTD

-11.56%

Shares282.0K

Event2026-06-30

Filed2026-08-03

WIX

WIX COM LTD

0.00%

Shares13.3K

Event2026-06-30

Filed2026-08-03

CPAY

CORPAY INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

JEF

JEFFERIES FINANCIAL GROUP IN

0.00%

Shares8.7K

Event2026-06-30

Filed2026-08-03

NVR

NVR INC

0.00%

Shares63

Event2026-06-30

Filed2026-08-03

DLR

DIGITAL RLTY TR INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

PFLT

PENNANTPARK FLOATING RATE CA

-26.20%

Shares54.9K

Event2026-06-30

Filed2026-08-03

PERI

PERION NETWORK LTD

0.00%

Shares42.1K

Event2026-06-30

Filed2026-08-03

ARVN

ARVINAS INC

0.00%

Shares46.7K

Event2026-06-30

Filed2026-08-03

URTH

ISHARES INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

BUD

ANHEUSER BUSCH INBEV SA NV

New

Shares2.8K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

-12.51%

Shares5.2K

Event2026-06-30

Filed2026-08-03

TMUS

T-MOBILE US INC

-3.43%

Shares1.3K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC

New

Shares2.0K

Event2026-06-30

Filed2026-08-03

AT&T INC

-5.79%

Shares10.2K

Event2026-06-30

Filed2026-08-03

CSTE

CAESARSTONE LTD

-19.31%

Shares53.3K

Event2026-06-30

Filed2026-08-03

TEAD

TEADS HLDG CO

-17.26%

Shares80.0K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available