Noked Israel Ltd 13F Holdings · Q2 2026
Noked Israel Ltd reported 11 securities worth $969.92M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (40.65%), GOOG (25.19%), AMZN (12.36%). Among its top 25 positions this quarter: 1 new, 3 added, 3 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $394.3M | 40.65% | 825,650 | Trimmed |
| 2 | GOOG | ALPHABET INC | $244.3M | 25.19% | 691,420 | Added |
| 3 | AMZN | AMAZON COM INC | $119.9M | 12.36% | 503,130 | Added |
| 4 | SOXX | ISHARES TR | $112.2M | 11.57% | 175,070 | Trimmed |
| 5 | NVMI | NOVA LTD | $79.5M | 8.19% | 146,387 | Added |
| 6 | GOOGL | ALPHABET INC | $7.5M | 0.77% | 21,000 | New |
| 7 | QQQ | INVESCO QQQ TR | $5.1M | 0.53% | 6,940 | Hold |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $3.6M | 0.37% | 4,794 | Hold |
| 9 | MSFT | MICROSOFT CORP | $2.4M | 0.25% | 6,550 | Trimmed |
| 10 | ODYS | ODYSIGHT AI INC | $836,044 | 0.09% | 200,972 | Hold |
| 11 | WILC | G WILLI FOOD INTL LTD | $265,867 | 0.03% | 7,996 | Hold |
| 12 | GE | GE AEROSPACE | $0 | 0.00% | 0 | Exited |
| 13 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 14 | XTLB | XTL BIOPHARMACEUTICALS LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR