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 Israel Ltd (CIK 1767750) reported $676.9M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($307.7M, 45.45%), SOXX ($114.7M, 16.95%), GOOG ($91.0M, 13.44%), NVMI ($51.2M, 7.57%), GE ($46.2M, 6.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $307.7M | 45.45% | 910,350 | Added |
| 2 | SOXX | ISHARES TR | $114.7M | 16.95% | 349,070 | New |
| 3 | GOOG | ALPHABET INC | $91.0M | 13.44% | 317,210 | Added |
| 4 | NVMI | NOVA LTD | $51.2M | 7.57% | 117,987 | Trimmed |
| 5 | GE | GE AEROSPACE | $46.2M | 6.83% | 162,810 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $24.8M | 3.66% | 119,080 | Added |
| 7 | MSFT | MICROSOFT CORP | $16.7M | 2.47% | 45,150 | Trimmed |
| 8 | META | META PLATFORMS INC | $15.8M | 2.33% | 27,546 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $4.0M | 0.59% | 6,940 | Hold |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 0.46% | 4,794 | Hold |
| 11 | ODYS | ODYSIGHT AI INC | $1.4M | 0.21% | 200,972 | Hold |
| 12 | WILC | G WILLI FOOD INTL LTD | $198,000 | 0.03% | 7,996 | Hold |
| 13 | XTLB | XTL BIOPHARMACEUTICALS LTD | $120,000 | 0.02% | 49,722 | New |
| 14 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 15 | PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | Exited |
| 16 | XTLB | XTL BIOPHARMACEUTICALS LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31