Location: Tel Aviv, Israel
CIK: 0002030525 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 15, 2026
Total Value: $178M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 61,300 | $12.77M | 7.2% | $208.27 * | $207.56 | +9.3% | COM | 023135106 |
| MSFT | MICROSOFT CORP | 30,000 | $11.11M | 6.2% | $370.17 * | $434.26 | +0.1% | COM | 594918104 |
| NVDA | NVIDIA CORPORATION | 62,480 | $10.9M | 6.1% | $174.40 * | $157.77 | +18.3% | COM | 67066G104 |
| META | META PLATFORMS INC | 18,000 | $10.3M | 5.8% | $572.13 * | $591.15 | +10.9% | CL A | 30303M102 |
| GOOG | ALPHABET INC | 30,820 | $8.841M | 5.0% | $286.86 * | $272.36 | +18.8% | CAP STK CL C | 02079K107 |
| TSLA | TESLA INC | 23,570 | $8.762M | 4.9% | $371.75 * | $360.28 | +18.2% | COM | 88160R101 |
| AVGO | BROADCOM INC | 27,760 | $8.592M | 4.8% | $309.51 * | $221.62 | +50.8% | COM | 11135F101 |
| AMD | ADVANCED MICRO DEVICES INC | 40,150 | $8.168M | 4.6% | $203.43 * | $117.80 | +88.2% | COM | 007903107 |
| INTC | INTEL CORP | 131,980 | $5.824M | 3.3% | $44.13 * | $22.08 | +110.2% | COM | 458140100 |
| — | SOLAREDGE TECHNOLOGIES INC | 3,000,000 | $5.182M | 2.9% | $1.73 | $1.33 | — | NOTE 2.250% 7/0 | 83417MAE4 |
| — | ON SEMICONDUCTOR CORP | 4,000,000 | $5.159M | 2.9% | $1.29 | $1.19 | — | NOTE 5/0 | 682189AS4 |
| NOW | SERVICENOW INC | 35,300 | $3.691M | 2.1% | $104.55 * | $134.31 | -9.8% | COM | 81762P102 |
| PANW | PALO ALTO NETWORKS INC | 22,500 | $3.607M | 2.0% | $160.32 * | $191.19 | -10.0% | COM | 697435105 |
| NFLX | NETFLIX INC. | 35,300 | $3.394M | 1.9% | $96.15 * | $83.84 | 0.0% | COM | 64110L106 |
| ORCL | ORACLE CORP | 23,000 | $3.384M | 1.9% | $147.11 * | $224.76 | -24.5% | COM | 68389X105 |
| ADI | ANALOG DEVICES INC | 10,220 | $3.251M | 1.8% | $318.14 | $223.57 | +41.4% | COM | 032654105 |
| CAMT | CAMTEK LTD | 21,381 | $3.242M | 1.8% | $151.61 * | $73.92 | +97.4% | ORD | M20791105 |
| TWLO | TWILIO INC | 25,000 | $3.146M | 1.8% | $125.82 * | $114.84 | +6.1% | CL A | 90138F102 |
| KLAC | KLA CORP | 2,000 | $2.945M | 1.7% | $1472.41 | $1224.86 | +19.4% | COM NEW | 482480100 |
| UBER | UBER TECHNOLOGIES INC | 39,750 | $2.859M | 1.6% | $71.93 * | $73.20 | +7.5% | COM | 90353T100 |
| AMAT | APPLIED MATLS INC | 8,100 | $2.768M | 1.6% | $341.79 * | $186.84 | +74.8% | COM | 038222105 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8,000 | $2.704M | 1.5% | $337.95 | $303.89 | — | SPONSORED ADS | 874039100 |
| NVMI | NOVA LTD | 6,000 | $2.606M | 1.5% | $434.28 | $438.65 | 0.0% | COM | M7516K103 |
| TXN | TEXAS INSTRS INC | 13,230 | $2.568M | 1.4% | $194.14 * | $181.69 | +13.5% | COM | 882508104 |
| GNRC | GENERAC HLDGS INC | 12,900 | $2.52M | 1.4% | $195.33 * | $183.13 | 0.0% | COM | 368736104 |
| MDB | MONGODB INC | 10,000 | $2.448M | 1.4% | $244.77 * | $369.27 | +1.9% | CL A | 60937P106 |
| SNOW | SNOWFLAKE INC | 15,500 | $2.338M | 1.3% | $150.82 * | $217.21 | -10.5% | COM SHS | 833445109 |
| CLBT | CELLEBRITE DI LTD | 154,950 | $2.135M | 1.2% | $13.78 * | $16.08 | -3.3% | ORDINARY SHARES | M2197Q107 |
| NOK | NOKIA CORP | 250,000 | $2.01M | 1.1% | $8.04 | $6.47 | — | SPONSORED ADR | 654902204 |
| WMT | WALMART INC | 16,000 | $1.988M | 1.1% | $124.28 | $122.03 | 0.0% | COM | 931142103 |
| ANET | ARISTA NETWORKS INC | 15,500 | $1.903M | 1.1% | $122.78 * | $135.05 | 0.0% | COM SHS | 040413205 |
| ENPH | ENPHASE ENERGY INC | 50,000 | $1.891M | 1.1% | $37.81 * | $34.51 | +19.5% | COM | 29355A107 |
| ALGM | ALLEGRO MICROSYSTEMS INC | 57,150 | $1.802M | 1.0% | $31.53 * | $33.38 | +7.2% | COM | 01749D105 |
| WIX | WIX COM LTD | 20,000 | $1.801M | 1.0% | $90.07 * | $141.79 | -42.6% | SHS | M98068105 |
| ON | ON SEMICONDUCTOR CORP | 27,525 | $1.704M | 1.0% | $61.92 * | $64.12 | 0.0% | COM | 682189105 |
| SMWB | SIMILARWEB LTD | 615,000 | $1.605M | 0.9% | $2.61 * | $9.11 | -44.3% | SHS | M84137104 |
| — | UNITY SOFTWARE INC | 1,500,000 | $1.501M | 0.8% | $1.00 | $1.00 | — | NOTE 3/1 | 91332UAH4 |
| TTMI | TTM TECHNOLOGIES INC | 15,000 | $1.461M | 0.8% | $97.42 * | $50.11 | +86.4% | COM | 87305R109 |
| RBRK | RUBRIK INC. | 27,800 | $1.361M | 0.8% | $48.97 * | $73.82 | -17.8% | CL A | 781154109 |
| COIN | COINBASE GLOBAL INC | 7,400 | $1.292M | 0.7% | $174.61 * | $229.65 | -12.7% | COM CL A | 19260Q107 |
| LSCC | LATTICE SEMICONDUCTOR CORP | 12,300 | $1.141M | 0.6% | $92.76 | $53.48 | — | COM | 518415104 |
| SMTC | SEMTECH CORP | 14,500 | $1.115M | 0.6% | $76.89 * | $82.45 | 0.0% | COM | 816850101 |
| MNDY | MONDAY COM LTD | 15,000 | $1.037M | 0.6% | $69.11 * | $109.41 | 0.0% | SHS | M7S64H106 |
| RTAC | RENATUS TACTICAL ACQUIS | 100,000 | $1.028M | 0.6% | $10.28 * | $10.91 | -1.8% | SHS CL A | G7490F101 |
| CRM | SALESFORCE INC | 5,500 | $1.027M | 0.6% | $186.67 * | $279.27 | -22.7% | COM | 79466L302 |
| TTD | THE TRADE DESK INC | 40,000 | $908K | 0.5% | $22.69 * | $31.21 | 0.0% | COM CL A | 88339J105 |
| — | VARONIS SYS INC | 1,000,000 | $874K | 0.5% | $0.87 | $0.93 | — | NOTE 1.000% 9/1 | 922280AD4 |
| FSLR | FIRST SOLAR INC | 4,000 | $789K | 0.4% | $197.26 * | $147.64 | +60.6% | COM | 336433107 |
| COMP | COMPASS INC | 100,000 | $731K | 0.4% | $7.31 * | $6.33 | +85.6% | CL A | 20464U100 |
| CRWV | COREWEAVE INC | 9,300 | $720K | 0.4% | $77.47 | — | — | Put | 21873S108 |
| SERV | SERVE ROBOTICS INC | 80,000 | $675K | 0.4% | $8.44 * | $12.01 | -2.7% | COM | 81758H106 |
| AAOI | APPLIED OPTOELECTRONICS INC | 7,590 | $642K | 0.4% | $84.59 * | $41.81 | 0.0% | COM | 03823U102 |
| SPWR | SUNPOWER INC | 433,500 | $551K | 0.3% | $1.27 * | $1.69 | -2.7% | COM | 20460L104 |
| S | SENTINELONE INC | 40,000 | $515K | 0.3% | $12.88 * | $13.96 | 0.0% | CL A | 81730H109 |
| ODD | ODDITY TECH LTD | 35,000 | $468K | 0.3% | $13.38 * | $45.57 | -29.5% | SHS CL A | M7518J104 |