Yelin Lapidot Holdings Management Ltd.
Yelin Lapidot Holdings Management Ltd. reported 96 holdings worth US$527M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Yelin Lapidot Holdings Management Ltd. reported 96 holdings worth US$527M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Meta Platforms, Inc. and Amazon.com, Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 96
- Value as reported
- US$527M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 75,704 | US$27.1M | 5.1% |
| Meta Platforms, Inc. | 39,487 | US$22.2M | 4.2% |
| Amazon.com, Inc. | 79,575 | US$19M | 3.6% |
| Microsoft Corp. | 48,411 | US$18.1M | 3.4% |
| Micron Technology, Inc. | 11,960 | US$13.8M | 2.6% |
| Teva Pharmaceutical Industries Limited | 353K | US$11.9M | 2.3% |
| Ormat Technologies, Inc. | 106K | US$11.6M | 2.2% |
| Marvell Technology, Inc. | 24,824 | US$7.39M | 1.4% |
| International Flavors & Fragrances, Inc. | 92,004 | US$7.29M | 1.4% |
| Arista Networks, Inc. | 38,733 | US$6.58M | 1.2% |
| Pfizer, Inc. | 215K | US$5.18M | 0.98% |
| Sharkninja, Inc. | 32,650 | US$4.97M | 0.94% |
| Gsk Plc | 88,500 | US$4.64M | 0.88% |
| Nvidia Corporation | 15,054 | US$3.01M | 0.57% |
| Intel Corporation | 18,650 | US$2.6M | 0.49% |
| Nice Ltd. | 27,096 | US$2.46M | 0.47% |
| Zoom Communications, Inc. | 25,900 | US$2.24M | 0.42% |
| Berkshire Hathaway Inc. | 4,450 | US$2.23M | 0.42% |
| Qxo, Inc. | 100K | US$1.73M | 0.33% |
| Simon Property Group, Inc. | 7,150 | US$1.6M | 0.30% |
| Cisco Systems, Inc. | 13,111 | US$1.54M | 0.29% |
| Kkr & Co. Inc. | 14,827 | US$1.36M | 0.26% |
| Harmony Biosciences Holdings, Inc. | 35,887 | US$1.31M | 0.25% |
| Lowe's Companies, Inc. | 5,900 | US$1.3M | 0.25% |
| Broadcom Inc. | 3,229 | US$1.22M | 0.23% |
| Cf Industries Holdings, Inc. | 8,000 | US$866K | 0.16% |
| Odysight.ai Inc. | 206K | US$855K | 0.16% |
| Ge Aerospace | 2,137 | US$799K | 0.15% |
| Visa Inc. | 2,220 | US$762K | 0.14% |
| Ge Vernova Inc. | 534 | US$627K | 0.12% |
| Corpay, Inc. | 1,500 | US$500K | 0.09% |
| Jefferies Financial Group Inc. | 8,652 | US$432K | 0.08% |
| Nvr, Inc. | 63 | US$429K | 0.08% |
| Digital Realty Trust, Inc. | 2,300 | US$413K | 0.08% |
| Pennantpark Floating Rate Capital Ltd. | 54,927 | US$411K | 0.08% |
| Arvinas, Inc. | 46,665 | US$388K | 0.07% |
| Walt Disney Company (the) | 2,500 | US$241K | 0.05% |
| Anheuser-busch Inbev Sa/nv | 2,780 | US$229K | 0.04% |
| Verizon Communications Inc. | 5,231 | US$221K | 0.04% |
| T-mobile Us, Inc. | 1,297 | US$218K | 0.04% |
| United Parcel Service, Inc. | 1,995 | US$214K | 0.04% |
| At&t Inc. | 10,234 | US$212K | 0.04% |
| Teads Holding Co. | 79,959 | US$61,321 | 0.01% |
| American Tower Corporation (reit) | 0 | US$0 | 0.00% |
| Syndax Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Williams Companies, Inc. (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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