Location: Tel Aviv, Israel
CIK: 0001639753 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Aug 5, 2026
Total Value: $2.435B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 244,172 | $168M | 6.9% | $688.34 | — | S&P 500 ETF SHS | 922908363 |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 2,912,281 | $98.67M | 4.1% | $33.88 | — | SPONSORED ADS | 881624209 |
| PANW | PALO ALTO NETWORKS INC | 221,469 | $75.53M | 3.1% | $341.02 | — | COM | 697435105 |
| IGV | ISHARES TR | 633,902 | $57.43M | 2.4% | $90.60 | — | EXPANDED TECH | 464287515 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 111,924 | $53.56M | 2.2% | $478.52 | — | SPONSORED ADS | 874039100 |
| AAXJ | ISHARES TR | 397,864 | $47.48M | 1.9% | $119.33 | — | MSCI AC ASIA ETF | 464288182 |
| MSFT | MICROSOFT CORP | 115,748 | $43.18M | 1.8% | $373.02 | — | COM | 594918104 |
| NET | CLOUDFLARE INC | 107,866 | $26.46M | 1.1% | $245.28 | — | CL A COM | 18915M107 |
| ITB | ISHARES TR | 243,671 | $25.46M | 1.0% | $104.48 | — | US HOME CONS ETF | 464288752 |
| IAI | ISHARES TR | 130,297 | $22.84M | 0.9% | $175.33 | — | US BR DEL SE ETF | 464288794 |
| TSLA | TESLA INC | 53,740 | $22.6M | 0.9% | $420.60 | — | COM | 88160R101 |
| KWEB | KRANESHARES TRUST | 873,364 | $21.37M | 0.9% | $24.47 | — | CSI CHI INTERNET | 500767306 |
| IBM | INTERNATIONAL BUSINESS MACHS | 74,625 | $20.99M | 0.9% | $281.21 | — | COM | 459200101 |
| EWZ | ISHARES INC | 592,275 | $20.43M | 0.8% | $34.50 | — | MSCI BRAZIL ETF | 464286400 |
| NICE | NICE LTD | 219,562 | $19.95M | 0.8% | $90.85 | — | SPONSORED ADR | 653656108 |
| LLY | ELI LILLY & CO | 14,386 | $17.25M | 0.7% | $1199.43 | — | COM | 532457108 |
| CBRS | CEREBRAS SYSTEMS INC | 75,500 | $16.69M | 0.7% | $221.00 | — | COM CL A | 15675D103 |
| PLTR | PALANTIR TECHNOLOGIES INC | 126,960 | $14.81M | 0.6% | $116.67 | — | CL A | 69608A108 |
| SHLD | GLOBAL X FDS | 245,627 | $14.71M | 0.6% | $59.90 | — | DEFENSE TECH ETF | 37960A529 |
| WMT | WALMART INC | 128,052 | $14.5M | 0.6% | $113.26 | — | COM | 931142103 |
| NASA | TEMA ETF TRUST | 473,480 | $14.38M | 0.6% | $30.38 | — | SPACE INNOV ETF | 87975E776 |
| MOD | MODINE MFG CO | 42,179 | $11.26M | 0.5% | $267.02 | — | COM | 607828100 |
| OKTA | OKTA INC | 74,851 | $10.21M | 0.4% | $136.45 | — | CL A | 679295105 |
| IVOO | VANGUARD ADMIRAL FDS INC | 6,090 | $794K | 0.0% | $130.40 | — | MIDCP 400 IDX | 921932885 |
| IHI | ISHARES TR | 5,405 | $267K | 0.0% | $49.41 | — | U.S. MED DVC ETF | 464288810 |
| S | SENTINELONE INC | 12,925 | $219K | 0.0% | $16.97 | — | CL A | 81730H109 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 291,807 (+5.8%) | $215M (+35.2%) | 8.8% | $415.87 | — | UNIT SER 1 | 46090E103 |
| SPY | STATE STR SPDR S&P 500 ETF T | 277,519 (+12.8%) | $208M (+29.5%) | 8.5% | $464.75 | — | TR UNIT | 78462F103 |
| GEV | GE VERNOVA INC | 44,577 (+70.9%) | $52.39M (+130.0%) | 2.2% | $918.79 | — | COM | 36828A101 |
| NOW | SERVICENOW INC | 279,362 (+225.5%) | $27.74M (+209.1%) | 1.1% | $106.01 | — | COM | 81762P102 |
| COST | COSTCO WHOLESALE CORPORATION | 25,310 (+122.4%) | $23.68M (+108.8%) | 1.0% | $883.73 | — | COM | 22160K105 |
| NEE | NEXTERA ENERGY INC | 219,559 (+115.0%) | $19.27M (+103.2%) | 0.8% | $75.03 | — | COM | 65339F101 |
| ONDS | ONDAS INC | 2,999,540 (+63.0%) | $24.72M (+48.6%) | 1.0% | $10.14 | — | COM NEW | 68236H204 |
| XHB | SPDR SERIES TRUST | 157,385 (+52.2%) | $18.19M (+78.2%) | 0.7% | $89.63 | — | ST STR SP HOME | 78464A888 |
| BWXT | BWX TECHNOLOGIES INC | 113,102 (+54.6%) | $22.02M (+47.2%) | 0.9% | $200.04 | — | COM | 05605H100 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| ICL | ICL GROUP LTD | 6,535,590 | $33.43M | 1.4% | $5.64 | — | — | M53213100 |
| CLBT | CELLEBRITE DI LTD | 1,454,908 | $20.05M | 0.8% | $12.98 | — | — | M2197Q107 |
| SPOT | SPOTIFY TECHNOLOGY S A | 37,350 | $18.11M | 0.7% | $497.31 | — | — | L8681T102 |
| NVMI | NOVA LTD | 39,558 | $17.18M | 0.7% | $207.85 | — | — | M7516K103 |
| CHKP | CHECK POINT SOFTWARE TECH LT | 86,599 | $12.37M | 0.5% | $201.52 | — | — | M22465104 |
| ETN | ATON CORP PLC | 33,833 | $12.1M | 0.5% | $320.51 | — | — | G29183103 |
| AAPL | APPLE INC | 42,990 | $10.91M | 0.4% | $186.15 | — | — | 037833100 |
| BX | BLACKSTONE INC | 87,585 | $10.07M | 0.4% | $158.19 | — | — | 09260D107 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | 175,090 (-61.8%) | $18.76M (-63.1%) | 0.8% | $82.31 | — | ST STR SVC ETF | 81369Y852 |
| SMH | VANECK ETF TRUST | 84,287 (-26.1%) | $55.28M (+26.4%) | 2.3% | $264.44 | — | SEMICONDUCTR ETF | 92189F676 |
| XLI | SELECT SECTOR SPDR TR | 263,992 (-27.2%) | $48.9M (-16.7%) | 2.0% | $84.08 | — | ST STR INDL ETF | 81369Y704 |
| XSOE | WISDOMTREE TR | 104,763 (-60.2%) | $5.152M (-51.2%) | 0.2% | $39.97 | — | EM EX ST-OWNED | 97717X578 |
| META | META PLATFORMS INC | 93,642 (-4.9%) | $52.75M (-6.4%) | 2.2% | $521.66 | — | CL A | 30303M102 |
| NVDA | NVIDIA CORPORATION | 195,532 (-19.7%) | $39.12M (-7.9%) | 1.6% | $140.14 | — | COM | 67066G104 |
| QBTS | D-WAVE QUANTUM INC | 382,528 (-51.0%) | $9.177M (-18.6%) | 0.4% | $26.32 | — | COM | 26740W109 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 556,585 (-15.3%) | $32.53M (-3.0%) | 1.3% | $62.91 | — | COM | 83417M104 |
| AVGO | BROADCOM INC | 64,853 (-14.6%) | $24.54M (+4.2%) | 1.0% | $272.62 | — | COM | 11135F101 |
| AMZN | AMAZON COM INC | 249,984 (-12.5%) | $59.58M (+0.1%) | 2.4% | $185.14 | — | COM | 023135106 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 187,346 | $35.69M | 1.5% | $124.61 | — | ST STR TECHN ETF | 81369Y803 |
| XLF | SELECT SECTOR SPDR TR | 1,436,292 | $77M | 3.2% | $37.22 | — | ST STR FINL ETF | 81369Y605 |
| VRT | VERTIV HOLDINGS CO | 65,897 | $22.06M | 0.9% | $133.31 | — | COM CL A | 92537N108 |
| PAVE | GLOBAL X FDS | 647,770 | $38.23M | 1.6% | $26.43 | — | US INFR DEV ETF | 37954Y673 |
| NFLX | NETFLIX INC. | 181,004 | $12.92M | 0.5% | $107.81 | — | COM | 64110L106 |
| AIRR | FIRST TR EXCHANGE TRADED FD | 177,688 | $23.68M | 1.0% | $76.98 | — | RBA INDL ETF | 33738R704 |
| V | VISA INC | 81,188 | $27.85M | 1.1% | $184.62 | — | COM CL A | 92826C839 |
| XLV | SELECT SECTOR SPDR TR | 269,341 | $42.73M | 1.8% | $113.11 | — | ST STR CARE ETF | 81369Y209 |
| GRID | FIRST TR EXCHANGE-TRADED FD | 111,625 | $21.49M | 0.9% | $119.51 | — | NASDQ CLN EDGE | 33737A108 |
| MCHI | ISHARES TR | 560,714 | $28.61M | 1.2% | $53.44 | — | MSCI CHINA ETF | 46429B671 |
| DIA | STATE STR SPDR DOW JONES IND | 48,431 | $25.37M | 1.0% | $336.41 | — | UT SER 1 | 78467X109 |
| RSPN | INVESCO EXCHANGE TRADED FD T | 430,937 | $27.58M | 1.1% | $64.43 | — | S&P500 EQL IND | 46137V324 |
| GRNY | TIDAL TRUST I | 678,413 | $18.76M | 0.8% | $21.24 | — | FUND GRAN US ETF | 886364231 |
| EPI | WISDOMTREE TR | 987,040 | $42.23M | 1.7% | $44.30 | — | INDIA ERNGS FD | 97717W422 |
| PPA | INVESCO EXCHANGE TRADED FD T | 166,184 | $29.36M | 1.2% | $79.99 | — | AEROSPACE DEFN | 46137V100 |
| XLY | SELECT SECTOR SPDR TR | 180,728 | $21.2M | 0.9% | $146.15 | — | ST STR DISCR ETF | 81369Y407 |
| GOOGL | ALPHABET INC | 21,447 | $7.665M | 0.3% | $95.22 | — | CAP STK CL A | 02079K305 |
| ODYS | ODYSIGHT AI INC | 624,737 | $2.618M | 0.1% | $7.43 | — | COM NEW | 81063V204 |
| KCE | SPDR SERIES TRUST | 138,163 | $20.34M | 0.8% | $120.18 | — | ST STR SP CAPMKT | 78464A771 |
| APO | APOLLO GLOBAL MGMT INC | 174,471 | $20.64M | 0.8% | $132.76 | — | COM | 03769M106 |
| XLRE | SELECT SECTOR SPDR TR | 303,152 | $13.35M | 0.5% | $39.72 | — | ST STR REAL ETF | 81369Y860 |
| MA | MASTERCARD INCORPORATED | 38,695 | $19.87M | 0.8% | $343.34 | — | CL A | 57636Q104 |
| RSP | INVESCO EXCHANGE TRADED FD T | 14,466 | $3.078M | 0.1% | $149.53 | — | S&P500 EQL WGT | 46137V357 |
| EWJ | ISHARES INC | 23,945 | $2.233M | 0.1% | $64.09 | — | MSCI JAPAN ETF | 46434G822 |
| XLU | SELECT SECTOR SPDR TR | 354,912 | $16.09M | 0.7% | $57.21 | — | ST STR UTIL ETF | 81369Y886 |
| KKR | KKR & CO INC | 221,259 | $20.31M | 0.8% | $90.52 | — | COM | 48251W104 |
| INDA | ISHARES TR | 35,117 | $1.734M | 0.1% | $44.53 | — | MSCI INDIA ETF | 46429B598 |
| UBER | UBER TECHNOLOGIES INC | 234,453 | $16.92M | 0.7% | $84.18 | — | COM | 90353T100 |