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Portfolio (Quarterly) Guide ↗

Noked Israel Ltd

· CIK 0001767750
13F Portfolio $677M AUM 13 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 3 Added 4 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 910,350.0 $307.7M 45.45% +43K +5.0% $337.95 +22.4%
2 GOOG ALPHABET INC Communication Services 317,210.0 $91.0M 13.44% +131K +70.2% $286.86 +33.9%
3 AMZN AMAZON COM INC Consumer Cyclical 119,080.0 $24.8M 3.66% +89K +300.0% $208.27 +26.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 67.1%
Communication Services 19.0%
Industrials 8.2%
Consumer Cyclical 4.4%
Financial Services 1.3%
Healthcare 0.0%
Consumer Defensive 0.0%