Q1 2025 · 13F-HR
Noked Israel Ltdholdings as filed
Filed 2025-05-13 · accession 0001178913-25-001745
$436,213
Reported value
15
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $104,323 | 23.9% | 628,450 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $100,830 | 23.1% | 268,600 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $65,426 | 15.0% | 400,450 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $47,838 | 11.0% | 83,000 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $29,024 | 6.65% | 6,300 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $20,932 | 4.80% | 78,000 | Common | SOLE |
| M7516K103 | NVMI | NOVA LTD | $15,133 | 3.47% | 82,100 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $12,367 | 2.84% | 65,000 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $11,175 | 2.56% | 190,600 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $10,856 | 2.49% | 49,000 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $8,913 | 2.04% | 250,000 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $3,254 | 0.75% | 6,940 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $3,222 | 0.74% | 209,606 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2,682 | 0.61% | 4,794 | Common | SOLE |
| 98386D307 | — | XTL BIOPHARMACEUTICALS LTD | $238 | 0.05% | 198,888 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.