13F HOLDINGS REPORT
Yelin Lapidot Holdings Management Ltd.
Quarter ended Q3 2025 · Filed October 27, 2025 · Accession 0001213900-25-102358
Total Value
$476.2M
Positions
102
Other Managers
2
Confidential Omitted
No
Holdings (102)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 60,595 | $40.4M | 8.48% |
| 2 | SELECT SECTOR SPDR TR | 81369Y605 | 696,234 | $37.5M | 7.88% |
| 3 | ZIM INTEGRATED SHIPPING SERV | ZIM | 2,422,986 | $32.8M | 6.89% |
| 4 | META PLATFORMS INC | META | 33,837 | $24.8M | 5.22% |
| 5 | MICROSOFT CORP | MSFT | 43,687 | $22.6M | 4.75% |
| 6 | AMAZON COM INC | AMZN | 82,275 | $18.1M | 3.79% |
| 7 | GLOBAL E ONLINE LTD | GLBE | 485,117 | $17.3M | 3.64% |
| 8 | ALPHABET INC | GOOG | 69,539 | $16.9M | 3.55% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 66,790 | $12.7M | 2.66% |
| 10 | GLOBAL E ONLINE LTD | GLBE | 352,066 | $12.6M | 2.64% |
| 11 | ALIBABA GROUP HLDG LTD | BBAAY | 64,590 | $11.5M | 2.42% |
| 12 | SPDR SERIES TRUST | 78464A870 | 104,532 | $10.5M | 2.20% |
| 13 | ISHARES TR | 464287200 | 13,573 | $9.1M | 1.91% |
| 14 | GILAT SATELLITE NETWORKS LTD | GILT | 681,549 | $8.9M | 1.86% |
| 15 | MEDIWOUND LTD | MDWD | 480,963 | $8.7M | 1.82% |
| 16 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 395,504 | $8.0M | 1.68% |
| 17 | NICE LTD | NCSYF | 54,696 | $7.9M | 1.66% |
| 18 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 128,234 | $7.9M | 1.66% |
| 19 | PFIZER INC | PFE | 297,831 | $7.6M | 1.59% |
| 20 | RADCOM LTD | RDCM | 492,375 | $7.1M | 1.50% |
| 21 | SCHWAB STRATEGIC TR | 808524797 | 251,541 | $6.9M | 1.44% |
| 22 | ORMAT TECHNOLOGIES INC | ORA | 65,155 | $6.3M | 1.32% |
| 23 | ENLIGHT RENEWABLE ENERGY LTD | ENLT | 198,844 | $6.2M | 1.30% |
| 24 | PERRIGO CO PLC | PRGO | 266,539 | $5.9M | 1.25% |
| 25 | MEDIWOUND LTD | MDWD | 328,985 | $5.9M | 1.24% |
| 26 | ARISTA NETWORKS INC | ANET | 38,760 | $5.6M | 1.19% |
| 27 | ELBIT SYS LTD | ESLT | 10,281 | $5.2M | 1.10% |
| 28 | NOVA LTD | NVMI | 15,441 | $4.9M | 1.04% |
| 29 | VIATRIS INC | VTRS | 487,397 | $4.8M | 1.01% |
| 30 | SELECT SECTOR SPDR TR | 81369Y803 | 15,230 | $4.3M | 0.90% |
| 31 | ORMAT TECHNOLOGIES INC | ORA | 41,020 | $3.9M | 0.83% |
| 32 | GSK PLC | GLAXF | 88,500 | $3.8M | 0.80% |
| 33 | SELECT SECTOR SPDR TR | 81369Y605 | 69,530 | $3.7M | 0.79% |
| 34 | CAMTEK LTD | CAMT | 35,577 | $3.7M | 0.78% |
| 35 | ICL GROUP LTD | ICL | 537,457 | $3.3M | 0.70% |
| 36 | RADWARE LTD | RDWR | 115,000 | $3.0M | 0.64% |
| 37 | SHARKNINJA INC | SN | 29,150 | $3.0M | 0.63% |
| 38 | SPDR SERIES TRUST | 78464A631 | 12,500 | $2.9M | 0.62% |
| 39 | INVESCO QQQ TR | IVZ | 4,738 | $2.8M | 0.60% |
| 40 | INMODE LTD | INMD | 190,486 | $2.8M | 0.60% |
| 41 | NVIDIA CORPORATION | NVDA | 15,162 | $2.8M | 0.59% |
| 42 | ELTEK LTD | ELTK | 252,682 | $2.8M | 0.58% |
| 43 | CHECK POINT SOFTWARE TECH LT | M22465104 | 12,729 | $2.6M | 0.55% |
| 44 | ALLOT LTD | ALLT | 225,943 | $2.4M | 0.50% |
| 45 | WIX COM LTD | WIX | 13,251 | $2.4M | 0.49% |
| 46 | SILICOM LTD | SILC | 131,894 | $2.3M | 0.49% |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,450 | $2.2M | 0.47% |
| 48 | ZOOM COMMUNICATIONS INC | ZM | 25,900 | $2.1M | 0.45% |
| 49 | MARVELL TECHNOLOGY INC | MRVL | 24,824 | $2.1M | 0.44% |
| 50 | ELLOMAY CAPITAL LIMITED | ELLO | 110,265 | $2.0M | 0.42% |
| 51 | KKR & CO INC | KKRT | 14,827 | $1.9M | 0.40% |
| 52 | VANGUARD SCOTTSDALE FDS | 92206C664 | 18,850 | $1.8M | 0.39% |
| 53 | VANGUARD INDEX FDS | 922908736 | 3,835 | $1.8M | 0.39% |
| 54 | SCHWAB STRATEGIC TR | 808524300 | 57,120 | $1.8M | 0.38% |
| 55 | SYNDAX PHARMACEUTICALS INC | SNDX | 108,377 | $1.7M | 0.35% |
| 56 | INMODE LTD | INMD | 108,397 | $1.6M | 0.34% |
| 57 | TABOOLA.COM LTD | TBLAW | 472,313 | $1.6M | 0.34% |
| 58 | KORNIT DIGITAL LTD | KRNT | 118,254 | $1.6M | 0.34% |
| 59 | KORNIT DIGITAL LTD | KRNT | 112,077 | $1.5M | 0.32% |
| 60 | LOWES COS INC | 548661107 | 5,900 | $1.5M | 0.31% |
| 61 | SIMON PPTY GROUP INC NEW | 828806109 | 7,150 | $1.3M | 0.28% |
| 62 | SILICOM LTD | SILC | 73,765 | $1.3M | 0.27% |
| 63 | MAGIC SOFTWARE ENTERPRISES L | RMTHF | 62,066 | $1.3M | 0.27% |
| 64 | SELECT SECTOR SPDR TR | 81369Y704 | 8,000 | $1.2M | 0.26% |
| 65 | SELECT SECTOR SPDR TR | 81369Y209 | 8,540 | $1.2M | 0.25% |
| 66 | TABOOLA.COM LTD | TBLAW | 296,418 | $1.0M | 0.21% |
| 67 | HARMONY BIOSCIENCES HLDGS IN | HRMY | 35,887 | $989,046 | 0.21% |
| 68 | ODYSIGHT AI INC | ODYS | 210,111 | $945,500 | 0.20% |
| 69 | CISCO SYS INC | CSCO | 13,253 | $906,770 | 0.19% |
| 70 | CAESARSTONE LTD | CSTE | 555,927 | $883,924 | 0.19% |
| 71 | ALIBABA GROUP HLDG LTD | BBAAY | 4,730 | $845,393 | 0.18% |
| 72 | VISA INC | V | 2,249 | $767,764 | 0.16% |
| 73 | MICRON TECHNOLOGY INC | MU | 3,885 | $650,038 | 0.14% |
| 74 | GE AEROSPACE | 369604301 | 2,137 | $642,852 | 0.13% |
| 75 | INTEL CORP | INTC | 18,650 | $625,708 | 0.13% |
| 76 | JEFFERIES FINL GROUP INC | 47233W109 | 8,652 | $566,014 | 0.12% |
| 77 | NVR INC | NVR | 63 | $506,184 | 0.11% |
| 78 | PENNANTPARK FLOATING RATE CA | PFLT | 54,927 | $488,301 | 0.10% |
| 79 | COMPUGEN LTD | CGEN | 318,852 | $468,712 | 0.10% |
| 80 | CORPAY INC | CPAY | 1,500 | $432,090 | 0.09% |
| 81 | SOLAREDGE TECHNOLOGIES INC | SEDG | 11,654 | $431,198 | 0.09% |
| 82 | FISERV INC | FISV | 3,200 | $412,576 | 0.09% |
| 83 | PERION NETWORK LTD | PERI | 42,084 | $404,006 | 0.08% |
| 84 | DIGITAL RLTY TR INC | 253868103 | 2,300 | $397,624 | 0.08% |
| 85 | ARVINAS INC | ARVN | 46,665 | $397,586 | 0.08% |
| 86 | VERIZON COMMUNICATIONS INC | VZ | 8,909 | $391,551 | 0.08% |
| 87 | AT&T INC | T-PC | 13,582 | $383,556 | 0.08% |
| 88 | AMERICAN TOWER CORP NEW | 03027X100 | 1,962 | $377,332 | 0.08% |
| 89 | T-MOBILE US INC | TMUSZ | 1,539 | $368,406 | 0.08% |
| 90 | GE VERNOVA INC | GEV | 534 | $328,357 | 0.07% |
| 91 | WILLIAMS COS INC | 969457100 | 4,711 | $298,442 | 0.06% |
| 92 | DISNEY WALT CO | 254687106 | 2,500 | $286,250 | 0.06% |
| 93 | NEXTERA ENERGY INC | NEE-PW | 3,505 | $264,592 | 0.06% |
| 94 | CONSTELLATION ENERGY CORP | CEG | 781 | $257,004 | 0.05% |
| 95 | DUKE ENERGY CORP NEW | DUKB | 1,938 | $239,828 | 0.05% |
| 96 | PAYPAL HLDGS INC | PYPL | 3,250 | $217,945 | 0.05% |
| 97 | AUDIOCODES LTD | AUDC | 20,113 | $191,476 | 0.04% |
| 98 | PENNANTPARK FLOATING RATE CA | PFLT | 19,500 | $173,355 | 0.04% |
| 99 | TEADS HLDG CO | TEAD | 96,643 | $159,461 | 0.03% |
| 100 | CAESARSTONE LTD | CSTE | 66,042 | $105,007 | 0.02% |
| 101 | NEW FORTRESS ENERGY INC | NFE | 14,998 | $33,146 | 0.01% |
| 102 | RADWARE LTD | RDWR | 210 | $5,563 | 0.00% |