Location: Ramat Hasharon, Israel
CIK: 0001767750 · Show all filings
Period: Q3 2023 (← Previous) (Next →)
Filing Date: Nov 14, 2023
Total Value: $330M
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 128,556 | $40.59M | 12.3% | $272.13 | +19.3% | — | 594918104 |
| MNDY | MONDAY COM LTD | 242,960 | $38.68M | 11.7% | $168.21 | -0.2% | — | M7S64H106 |
| PANW | PALO ALTO NETWORKS INC | 126,215 | $29.59M | 9.0% | $91.69 | +29.1% | — | 697435105 |
| META | META PLATFORMS INC | 89,540 | $26.88M | 8.2% | $291.47 | +2.7% | — | 30303M102 |
| — | CYBERARK SOFTWARE LTD | 149,600 | $24.5M | 7.4% | $159.28 | — | — | 23248VAB1 |
| AAPL | APPLE INC | 127,300 | $21.8M | 6.6% | $155.95 | +16.3% | — | 037833100 |
| CRWD | CROWDSTRIKE HLDGS INC | 121,600 | $20.35M | 6.2% | $152.79 | +1.7% | — | 22788C105 |
| WIX | WIX COM LTD | 204,790 | $18.8M | 5.7% | $79.00 | +13.1% | — | M98068105 |
| AMZN | AMAZON COM INC | 145,000 | $18.43M | 5.6% | $130.67 | +2.5% | — | 023135106 |
| — | SQUARESPACE INC | 568,523 | $16.47M | 5.0% | $29.34 | — | — | 85225A107 |
| NVDA | NVDIA CORPORATION | 29,450 | $12.81M | 3.9% | $34.08 | +31.4% | — | 67066G104 |
| — | CAMTEK LTD | 176,800 | $11.01M | 3.3% | $62.26 | — | — | M20791905 |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 962,000 | $9.812M | 3.0% | $10.20 | — | — | 881624209 |
| PAYC | PAYCOM SOFTWARE INC | 35,000 | $9.074M | 2.8% | $299.32 | 0.0% | — | 70432V102 |
| GOOG | ALPHABET INC | 60,150 | $7.931M | 2.4% | $129.05 | 0.0% | — | 02079K107 |
| BKNG | BOOKING HOLDINGS INC | 2,000 | $6.168M | 1.9% | $2599.14 | +14.6% | — | 09857L108 |
| AMAT | APPLIED MATS INC | 31,717 | $4.391M | 1.3% | $122.26 | +14.8% | — | 038222105 |
| NVMI | NOVA LTD | 28,248 | $3.176M | 1.0% | $119.56 | -1.7% | — | M7516K103 |
| GOOGL | ALPHABET INC | 20,800 | $2.722M | 0.8% | $128.39 | 0.0% | — | 02079K305 |
| CRM | SALESFORCE INC | 10,000 | $2.028M | 0.6% | $166.88 | +27.9% | — | 79466L302 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | 86,763 | $1.361M | 0.4% | $10.52 | +64.8% | — | M4056D110 |
| INVZ | INNOVIZ TECHNOLOGIES LTD | 500,000 | $975K | 0.3% | $2.72 | -1.1% | — | M5R635108 |
| IWM | ISHARES TR | 5,000 | $884K | 0.3% | $182.00 | — | — | 464287655 |
| IJR | ISHARES TR | 5,000 | $472K | 0.1% | $98.12 | — | — | 464287804 |
| — | GLOBAL E ONLINE LTD | 500 | $255K | 0.1% | $510.00 | — | — | M5216V906 |
| CAMT | CAMTEK LTD | 250 | $230K | 0.1% | $28.19 | +72.3% | — | M20791105 |
| XTLB | XTL BIOPHARMACEUTICALS LTD | 198,888 | $179K | 0.1% | $1.73 | — | — | 98386D307 |
| — | SAVE FOODS INC | 75,455 | $39,000 | 0.0% | $7.93 | — | — | 80512Q303 |