Location: Tel-Aviv, Israel
CIK: 0001894044 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 4, 2026
Total Value: $53.84M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11,642 | $6.72M | 12.5% | $576.57 | — | UNIT SER 1 | 46090E103 |
| SMH | VANECK ETF TRUST | 13,203 | $5.062M | 9.4% | $337.86 | — | SEMICONDUCTR ETF | 92189F676 |
| TSEM | TOWER SEMICONDUCTOR LTD | 27,858 | $4.889M | 9.1% | $75.00 | +71.8% | SHS NEW | M87915274 |
| PAVE | GLOBAL X FDS | 62,840 | $3.193M | 5.9% | $31.77 | — | US INFR DEV ETF | 37954Y673 |
| GOOG | LPHABET INC | 11,043 | $3.168M | 5.9% | $241.10 | +34.2% | CAP STK CL C | 02079K107 |
| BWXT | BWX TECHNOLOGIES INC | 15,205 | $3.109M | 5.8% | $202.99 | 0.0% | COM | 05605H100 |
| MCHI | ISHARES TR | 53,959 | $3.031M | 5.6% | $56.18 | — | MSCI CHINA ETF | 46429B671 |
| PWR | QUANTA SVCS INC | 4,238 | $2.327M | 4.3% | $388.50 | +25.2% | COM | 74762E102 |
| GS | OLDMAN SACHS GROUP INC | 2,743 | $2.321M | 4.3% | $849.91 | +9.7% | COM | 38141G104 |
| DK | DELEK US HLDGS INC NEW | 45,061 | $2.031M | 3.8% | $31.21 | 0.0% | COM | 24665A103 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 39,197 | $2.001M | 3.7% | $34.76 | 0.0% | COM | 83417M104 |
| META | META PLATFORMS INC | 3,132 | $1.792M | 3.3% | $598.98 | +9.4% | CL A | 30303M102 |
| ICL | ICL GROUP LTD | 327,570 | $1.676M | 3.1% | $5.34 | +2.4% | SHS | M53213100 |
| KKR | KKR & CO INC | 16,657 | $1.541M | 2.9% | $120.35 | -4.6% | COM | 48251W104 |
| XME | SPDR SERIES TRUST | 14,200 | $1.534M | 2.8% | $103.61 | — | STATE STREET SPD | 78464A755 |
| XBI | SPDR SERIES TRUST | 10,867 | $1.388M | 2.6% | $121.93 | — | STATE STREET SPD | 78464A870 |
| EPI | WISDOMTREE TR | 33,076 | $1.35M | 2.5% | $37.40 | — | INDIA ERNGS FD | 97717W422 |
| BA | BOEING CO | 5,257 | $1.046M | 1.9% | $238.54 | 0.0% | COM | 097023105 |
| NVDA | NVIDIA CORPORATION | 4,982 | $869K | 1.6% | $114.12 | +63.5% | COM | 67066G104 |
| SPY | TATE STR SPDR S&P 500 ETF T | 1,296 | $845K | 1.6% | $592.19 | — | TR UNIT | 78462F103 |
| V | VISA INC | 2,720 | $822K | 1.5% | $298.33 | +10.3% | COM CL A | 92826C839 |
| UBER | BER TECHNOLOGIES INC | 10,444 | $751K | 1.4% | $93.52 | -15.8% | COM | 90353T100 |
| AVGO | BROADCOM INC | 2,032 | $629K | 1.2% | $357.00 | -6.4% | COM | 11135F101 |
| AMD | ADVANCED MICRO DEVICES INC | 3,058 | $622K | 1.2% | $224.60 | -1.3% | COM | 007903107 |
| NKE | NIKE INC | 11,612 | $618K | 1.1% | $59.08 | +8.3% | CL B | 654106103 |
| BABA | ALIBABA GROUP HLDG LTD | 4,080 | $512K | 1.0% | $132.16 | — | SPONSORED ADS | 01609W102 |