Location
Tel Aviv, L3
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$486,763
Net value change ($000)
+31,165 (6.8%)
New positions
3
Sold out positions
2
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLV 6,151 56.3%
CHKP 6,059 NEW
APP 3,396 NEW
VRT 3,385 NEW
NKE 2,448 102.6%
AAPL 2,169 111.6%
MCHI 1,993 19.1%
QQQ 1,959 4.0%
CARR 1,731 45.5%
SMH 1,711 16.6%
Top Reduces (Value $000, Stocks/ETFs)
CYBR -3,783 -100.0%
NVDA -3,132 -24.6%
GSK -2,685 -100.0%
AMZN -2,551 -19.0%
KKR -1,748 -25.7%
EPI -1,170 -7.2%
SPY -991 -2.2%
ICL -961 -8.9%
CRM -878 -13.3%
META -715 -6.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type