Yelin Lapidot Holdings Management Ltd. 13F Holdings · Q2 2026
Yelin Lapidot Holdings Management Ltd. reported 85 securities worth $527.40M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ZIM (16.31%), GLBE (6.51%), XLF (6.47%). Among its top 25 positions this quarter: 5 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZIM | ZIM INTEGRATED SHIPPING SERV | $86.0M | 16.31% | 3.3M | Added |
| 2 | GLBE | GLOBAL E ONLINE LTD | $34.3M | 6.51% | 988,629 | Added |
| 3 | XLF | SELECT SECTOR SPDR TR | $34.1M | 6.47% | 636,382 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $27.1M | 5.13% | 75,704 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $22.9M | 4.34% | 30,656 | Hold |
| 6 | META | META PLATFORMS INC | $22.2M | 4.22% | 39,487 | Added |
| 7 | AMZN | AMAZON COM INC | $19.0M | 3.60% | 79,575 | Hold |
| 8 | MSFT | MICROSOFT CORP | $18.1M | 3.42% | 48,411 | Added |
| 9 | XBI | SPDR SERIES TRUST | $16.5M | 3.14% | 104,532 | Hold |
| 10 | MU | MICRON TECHNOLOGY INC | $13.8M | 2.62% | 11,960 | Trimmed |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $12.0M | 2.27% | 56,190 | Hold |
| 12 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $11.9M | 2.26% | 352,579 | Trimmed |
| 13 | ORA | ORMAT TECHNOLOGIES INC | $11.6M | 2.19% | 106,175 | Hold |
| 14 | MDWD | MEDIWOUND LTD | $11.1M | 2.11% | 758,169 | Trimmed |
| 15 | GILT | GILAT SATELLITE NETWORKS LTD | $8.6M | 1.63% | 645,549 | Hold |
| 16 | NVMI | NOVA LTD | $8.4M | 1.59% | 15,441 | Hold |
| 17 | ENLT | ENLIGHT RENEWABLE ENERGY LTD | $8.3M | 1.58% | 93,583 | Trimmed |
| 18 | IVV | ISHARES TR | $8.0M | 1.52% | 10,721 | Added |
| 19 | SCHD | SCHWAB STRATEGIC TR | $8.0M | 1.51% | 251,541 | Hold |
| 20 | ESLT | ELBIT SYS LTD | $7.8M | 1.48% | 10,281 | Hold |
| 21 | MRVL | MARVELL TECHNOLOGY INC | $7.4M | 1.40% | 24,824 | Hold |
| 22 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $7.3M | 1.38% | 92,004 | Trimmed |
| 23 | BABA | ALIBABA GROUP HLDG LTD | $6.7M | 1.26% | 69,320 | Hold |
| 24 | ANET | ARISTA NETWORKS INC | $6.6M | 1.25% | 38,733 | Trimmed |
| 25 | CAMT | CAMTEK LTD | $5.8M | 1.10% | 35,577 | Hold |
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