Location
Tel Aviv, L3
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
19
Total value ($000)
$35,263
Net value change ($000)
+4,387 (14.2%)
New positions
4
Sold out positions
3
Turnover %
23.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/12/2026 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)
PWR 1,752 NEW
AMZN 1,713 346.8%
GOOGL 1,588 NEW
SMH 1,280 95.6%
ORCL 1,258 NEW
UBER 1,020 NEW
SPY 360 7.6%
TSEM 344 66.0%
BABA 264 57.0%
PSI 194 16.9%
Top Reduces (Value $000, Stocks/ETFs)
JPM -1,729 -100.0%
QQQ -1,487 -25.0%
NEE -781 -100.0%
NVDA -756 -20.9%
ENLT -316 -100.0%
ICL -250 -8.9%
EPI -113 -7.2%
ABNB -74 -8.6%
V -40 -4.1%
NKE -13 -1.6%
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