Location
Tel Aviv, L3
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$53,844
Net value change ($000)
+10,318 (23.7%)
New positions
5
Sold out positions
1
Turnover %
23.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BWXT 3,109 NEW
MCHI 3,031 NEW
SMH 2,533 100.2%
DK 2,031 NEW
SEDG 2,001 NEW
TSEM 1,618 49.5%
META 1,189 197.2%
BA 1,046 NEW
PAVE 935 41.4%
GS 649 38.8%
Top Reduces (Value $000, Stocks/ETFs)
SPY -4,386 -83.8%
JPM -1,650 -100.0%
QQQ -1,446 -17.7%
GOOGL -297 -8.6%
ICL -203 -10.8%
EPI -181 -11.8%
V -132 -13.8%
NKE -127 -17.0%
UBER -102 -12.0%
BABA -86 -14.4%
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