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 $969.9M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($394.3M, 40.65%), GOOG ($244.3M, 25.19%), AMZN ($119.9M, 12.36%), SOXX ($112.2M, 11.57%), NVMI ($79.5M, 8.19%). Source: SEC Form 13F.
| 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 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 13 | GE | GE AEROSPACE | $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