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.
Yelin Lapidot Holdings Management Ltd. (CIK 1590495) reported $480.1M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ZIM ($86.1M, 17.94%), XLF ($37.8M, 7.87%), GLBE ($26.1M, 5.44%), GOOGL ($21.8M, 4.53%), SPY ($19.9M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZIM | ZIM INTEGRATED SHIPPING SERV | $86.1M | 17.94% | 3.3M | Added |
| 2 | XLF | SELECT SECTOR SPDR TR | $37.8M | 7.87% | 765,764 | Hold |
| 3 | GLBE | GLOBAL E ONLINE LTD | $26.1M | 5.44% | 846,829 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $21.8M | 4.53% | 75,708 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $19.9M | 4.15% | 30,656 | Trimmed |
| 6 | META | META PLATFORMS INC | $18.1M | 3.77% | 31,600 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $16.6M | 3.45% | 79,575 | Hold |
| 8 | MSFT | MICROSOFT CORP | $16.1M | 3.36% | 43,563 | Trimmed |
| 9 | XBI | SPDR SERIES TRUST | $13.4M | 2.78% | 104,532 | Hold |
| 10 | MDWD | MEDIWOUND LTD | $12.3M | 2.56% | 762,817 | Trimmed |
| 11 | ORA | ORMAT TECHNOLOGIES INC | $11.9M | 2.47% | 106,175 | Hold |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $10.8M | 2.25% | 56,190 | Trimmed |
| 13 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $10.7M | 2.23% | 354,704 | Trimmed |
| 14 | GILT | GILAT SATELLITE NETWORKS LTD | $9.7M | 2.02% | 645,549 | Added |
| 15 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $9.3M | 1.94% | 128,234 | Hold |
| 16 | ESLT | ELBIT SYS LTD | $8.7M | 1.82% | 10,281 | Hold |
| 17 | BABA | ALIBABA GROUP HLDG LTD | $8.7M | 1.81% | 69,320 | Hold |
| 18 | ENLT | ENLIGHT RENEWABLE ENERGY LTD | $8.3M | 1.74% | 122,283 | Trimmed |
| 19 | SCHD | SCHWAB STRATEGIC TR | $7.7M | 1.61% | 251,541 | Hold |
| 20 | IVV | ISHARES TR | $6.8M | 1.43% | 10,486 | Trimmed |
| 21 | NVMI | NOVA LTD | $6.7M | 1.40% | 15,441 | Hold |
| 22 | PFE | PFIZER INC | $6.0M | 1.26% | 215,000 | Trimmed |
| 23 | CAMT | CAMTEK LTD | $5.4M | 1.12% | 35,577 | Hold |
| 24 | INMD | INMODE LTD | $5.3M | 1.10% | 387,005 | Added |
| 25 | MU | MICRON TECHNOLOGY INC | $5.2M | 1.08% | 15,285 | Added |
Source: SEC Form 13F filings · as of 2026-03-31