Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Noked Capital LTD (CIK 1709622) reported $946.1M across 44 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: FTCH ($460.4M, 48.67%), VRNT ($83.4M, 8.81%), INMD ($47.3M, 5.00%), AAPL ($39.0M, 4.12%), MSFT ($38.8M, 4.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTCH | FARFETCH LTD | $460.4M | 48.67% | 5.0M | New |
| 2 | VRNT | VERINT SYSTEMS INC | $83.4M | 8.81% | 1.0M | Hold |
| 3 | INMD | INMODE LTD | $47.3M | 5.00% | 1.6M | Added |
| 4 | AAPL | APPLE INC | $39.0M | 4.12% | 282,311 | Added |
| 5 | MSFT | MICROSOFT CORP | $38.8M | 4.10% | 166,723 | Added |
| 6 | ENPH | ENPHASE ENERGY INC | $33.0M | 3.48% | 118,789 | Trimmed |
| 7 | PANW | PALO ALTO NETWORKS INC | $23.4M | 2.47% | 142,710 | Added |
| 8 | SEDG | SOLAREDGE TECHNOLOGIES INC | $23.1M | 2.44% | 99,869 | Trimmed |
| 9 | MNDY | MONDAY COM LTD | $22.6M | 2.39% | 199,648 | Trimmed |
| 10 | NICE | NICE LTD | $21.7M | 2.29% | 115,040 | Trimmed |
| 11 | WIX | WIX COM LTD | $20.5M | 2.17% | 262,364 | New |
| 12 | XBI | SPDR SER TR | $14.5M | 1.53% | 182,582 | Added |
| 13 | AMZN | AMAZON COM INC | $13.5M | 1.43% | 119,595 | Added |
| 14 | TAN | INVESCO EXCH TRADED FD TR II | $13.4M | 1.41% | 181,535 | New |
| 15 | SQSP | SQUARESPACE INC | $11.1M | 1.17% | 518,830 | Added |
| 16 | KWEB | KRANESHARES TR | $10.9M | 1.16% | 444,369 | Trimmed |
| 17 | PPH | VANECK ETF TRUST | $9.4M | 0.99% | 140,000 | Hold |
| 18 | XLRE | SELECT SECTOR SPDR TR | $8.4M | 0.89% | 8,266 | Added |
| 19 | POOL | POOL CORP | $8.2M | 0.87% | 25,726 | Trimmed |
| 20 | MDB | MONGODB INC | $6.9M | 0.73% | 34,812 | Trimmed |
| 21 | SMH | VANECK ETF TRUST | $5.3M | 0.56% | 28,700 | Added |
| 22 | IACC | ION ACQUISITION CORP 3 LTD | $4.3M | 0.46% | 440,000 | Hold |
| 23 | NVMI | NOVA LTD | $3.8M | 0.40% | 44,281 | Trimmed |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $3.0M | 0.31% | 18,000 | New |
| 25 | IGV | ISHARES TR | $2.9M | 0.31% | 11,550 | New |
Source: SEC Form 13F filings · as of 2022-09-30