Location: Tel Aviv, Israel
CIK: 0001496201 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 15, 2026
Total Value: $630M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| MLYS | MINERALYS THERAPEUTICS INC | 1,339,971 | $36.3M | 5.8% | $29.70 | +5.6% | COM | 603170101 |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 1,136,975 | $34.25M | 5.4% | $15.30 | — | SPONSORED ADS | 881624209 |
| TSEM | TOWER SEMICONDUCTOR LTD | 145,735 | $25.57M | 4.1% | $54.51 | +136.4% | SHS NEW | M87915274 |
| XBI | SPDR SERIES TRUST | 200,000 | $25.55M | 4.1% | — | — | Put | 78464A870 |
| NVMI | NOVA LTD | 53,366 | $23.18M | 3.7% | $245.13 | +78.9% | COM | M7516K103 |
| BBIO | BRIDGEBIO PHARMA INC | 245,246 | $18.21M | 2.9% | $63.86 | +16.6% | COM | 10806X102 |
| CYTK | CYTOKINETICS INC | 259,300 | $17.09M | 2.7% | $40.28 | +60.0% | Call | 23282W605 |
| BIIB | BIOGEN INC | 92,526 | $16.96M | 2.7% | $159.11 | +15.2% | COM | 09062X103 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 809,333 | $16.96M | 2.7% | $27.53 | -15.2% | COM | 90400D108 |
| SNDX | SYNDAX PHARMACEUTICALS INC | 724,563 | $16.93M | 2.7% | $17.41 | +19.2% | COM | 87164F105 |
| COGT | COGENT BIOSCIENCES INC | 416,340 | $16.02M | 2.5% | $24.16 | +54.7% | COM | 19240Q201 |
| SNY | SANOFI SA | 269,515 | $12.99M | 2.1% | $46.50 | — | SPONSORED ADR | 80105N105 |
| AZN | ASTRAZENECA PLC | 62,530 | $12.33M | 2.0% | $190.39 | 0.0% | ORD | G0593M107 |
| FOLD | AMICUS THERAPEUTIC | 603,377 | $8.725M | 1.4% | $6.45 | +121.7% | COM | 03152W109 |
| CLBT | CELLEBRITE DI LTD | 631,521 | $8.702M | 1.4% | $15.55 | 0.0% | ORDINARY SHARES | M2197Q107 |
| APLS | APELLIS PHARMACEUTICALS INC | 214,914 | $8.646M | 1.4% | $26.90 | -15.7% | COM | 03753U106 |
| PANW | PALO ALTO NETWORKS INC | 52,800 | $8.465M | 1.3% | $172.15 | 0.0% | COM | 697435105 |
| LLY | ELI LILLY & CO | 9,040 | $8.315M | 1.3% | $258.77 | +304.6% | COM | 532457108 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 866,464 | $8.249M | 1.3% | $7.22 | -3.1% | COM | 09058V103 |
| CAMT | CAMTEK LTD | 53,020 | $8.038M | 1.3% | $107.76 | +35.4% | ORD | M20791105 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 139,900 | $7.903M | 1.3% | $54.44 | +7.9% | COM | 09061G101 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 243,575 | $7.726M | 1.2% | $31.46 | -19.2% | COM NEW | 15117B202 |
| ORA | ORMAT TECHNOLOGIES INC | 68,250 | $7.639M | 1.2% | $120.51 | 0.0% | COM | 686688102 |
| XENE | XENON PHARMACEUTICALS INC | 127,000 | $7.385M | 1.2% | $41.98 | 0.0% | COM | 98420N105 |
| SLNO | SOLENO THERAPEUTICS INC | 216,281 | $7.241M | 1.1% | $53.66 | -22.4% | COM | 834203309 |
| TNGX | TANGO THERAPEUTICS INC | 343,563 | $7.187M | 1.1% | $8.62 | +38.2% | COM | 87583X109 |
| JNJ | JOHNSON & JOHNSON | 28,831 | $7.047M | 1.1% | $136.97 | +66.4% | COM | 478160104 |
| — | SOLAREDGE TECHNOLOGIES INC | 4,000,000 | $6.91M | 1.1% | $1.33 | — | NOTE 2.250% 7/0 | 83417MAE4 |
| IMTX | IMMATICS N.V | 696,105 | $6.85M | 1.1% | $10.79 | -9.1% | SHS | N44445109 |
| TRVI | TREVI THERAPEUTICS INC | 574,029 | $6.848M | 1.1% | $6.22 | +75.9% | COM | 89532M101 |
| ORIC | ORIC PHARMACEUTICALS INC | 537,628 | $6.812M | 1.1% | $10.24 | +5.1% | COM | 68622P109 |
| MAZE | MAZE THERAPEUTICS INC | 227,343 | $6.786M | 1.1% | $33.93 | +29.8% | COM | 578784100 |
| GSK | GSK PLC | 122,000 | $6.733M | 1.1% | $35.22 | — | SPONSORED ADR | 37733W204 |
| AMZN | AMAZON COM INC | 31,940 | $6.652M | 1.1% | $226.83 | 0.0% | COM | 023135106 |
| ABBV | ABBVIE INC | 30,256 | $6.58M | 1.0% | $115.16 | +93.3% | COM | 00287Y109 |
| AAOI | APPLIED OPTOELECTRONICS INC | 73,400 | $6.209M | 1.0% | $41.81 | 0.0% | COM | 03823U102 |
| ELVN | ENLIVEN THERAPEUTICS INC | 153,265 | $6.008M | 1.0% | $20.68 | +23.8% | COM | 29337E102 |
| MRK | MERCK & CO INC | 48,600 | $5.846M | 0.9% | $73.08 | +56.4% | COM | 58933Y105 |
| VOR | VOR BIOPHARMA INC | 321,917 | $5.743M | 0.9% | $18.62 | -24.9% | COM NEW | 929033207 |
| ACAD | ACADIA PHARMACEUTICALS INC | 256,202 | $5.703M | 0.9% | $21.04 | +19.8% | COM | 004225108 |
| NVS | NOVARTIS AG | 37,000 | $5.652M | 0.9% | $92.00 | — | SPONSORED ADR | 66987V109 |
| ELDN | ELEDON PHARMACEUTICALS INC | 1,772,131 | $5.458M | 0.9% | $2.84 | -26.6% | COM | 28617K101 |
| ENPH | ENPHASE ENERGY INC | 142,419 | $5.385M | 0.9% | $33.07 | +24.7% | COM | 29355A107 |
| RVMD | REVOLUTION MEDICINES INC | 55,110 | $5.359M | 0.9% | $42.18 | +144.2% | COM | 76155X100 |
| PFE | PFIZER INC | 186,000 | $5.223M | 0.8% | $30.97 | -15.5% | COM | 717081103 |
| BHVN | BIOHAVEN LTD | 594,000 | $5.025M | 0.8% | $11.75 | 0.0% | COM | G1110E107 |
| FBRX | FORTE BIOSCIENCES INC | 184,984 | $4.791M | 0.8% | $8.61 | +244.8% | COM NEW | 34962G208 |
| HELP | CYBIN INC | 987,090 | $4.738M | 0.8% | $7.84 | -9.4% | COM NEW | 23256X407 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 9,040 | $4.732M | 0.8% | $499.16 | -1.3% | COM | 558868105 |
| SRRK | SCHOLAR ROCK HLDG CORP | 94,265 | $4.634M | 0.7% | $37.51 | +21.2% | COM | 80706P103 |
| NVO | NOVO-NORDISK A S | 120,677 | $4.435M | 0.7% | $88.07 | — | ADR | 670100205 |
| MDWD | MEDIWOUND LTD | 273,192 | $4.401M | 0.7% | $18.30 | -3.1% | SHS NEW | M68830112 |
| KOD | KODIAK SCIENCES INC | 114,796 | $4.376M | 0.7% | $20.48 | +24.1% | COM | 50015M109 |
| ZBIO | ZENAS BIOPHARMA INC | 214,334 | $4.19M | 0.7% | $21.89 | 0.0% | COM | 98937L105 |
| PMN | PROMIS NEUROSCIENCES INC | 325,591 | $4.135M | 0.7% | $12.08 | +0.7% | COM SHS | 74346M505 |
| TLT | ISHARES TR | 47,000 | $4.074M | 0.6% | — | — | Call | 464287432 |
| RLAY | RELAY THERAPEUTICS INC | 408,436 | $4.064M | 0.6% | $8.30 | 0.0% | COM | 75943R102 |
| SVRA | SAVARA INC | 739,164 | $4.036M | 0.6% | $3.82 | +49.1% | COM | 805111101 |
| WVE | WAVE LIFE SCIENCES LTD | 548,272 | $3.975M | 0.6% | $10.89 | +26.3% | SHS | Y95308105 |
| CRVS | CORVUS PHARMACEUTICALS INC | 247,961 | $3.628M | 0.6% | $6.17 | +163.9% | COM | 221015100 |
| OVID | OVID THERAPEUTICS INC | 1,622,828 | $3.603M | 0.6% | $1.60 | 0.0% | COM | 690469101 |
| IRON | DISC MEDICINE INC | 53,538 | $3.423M | 0.5% | $74.04 | 0.0% | COM | 254604101 |
| UPB | UPSTREAM BIO INC | 358,000 | $3.222M | 0.5% | $23.68 | 0.0% | COM | 91678A107 |
| ACOG | ALPHA COGNITION INC | 567,616 | $3.116M | 0.5% | $5.90 | -3.9% | COM NEW | 02074J501 |
| PALI | PALISADE BIO INC | 1,733,471 | $3.034M | 0.5% | $1.80 | -0.8% | COM | 696389402 |
| DYN | DYNE THERAPEUTICS INC | 160,594 | $2.912M | 0.5% | $19.51 | -12.3% | COM | 26818M108 |
| CLYM | CLIMB BIO INC | 419,247 | $2.872M | 0.5% | $3.04 | +64.5% | COM | 28658R106 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | 105,950 | $2.792M | 0.4% | $16.77 | +39.7% | SHS | M9T951109 |
| MSLE | SATELLOS BIOSCIENCE INC | 489,207 | $2.754M | 0.4% | $5.63 | — | COM | 80401L803 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 52,836 | $2.697M | 0.4% | $21.86 | +59.0% | COM | 83417M104 |
| AMGN | AMGEN INC | 7,500 | $2.639M | 0.4% | $287.24 | +21.7% | COM | 031162100 |
| CYTK | CYTOKINETICS INC | 39,817 | $2.624M | 0.4% | $40.28 | +60.0% | COM NEW | 23282W605 |
| GPCR | STRUCTURE THERAPEUTICS INC | 50,800 | $2.449M | 0.4% | $27.33 | — | SPONSORED ADS | 86366E106 |
| KURA | KURA ONCOLOGY INC | 295,522 | $2.403M | 0.4% | $16.72 | -48.5% | COM | 50127T109 |
| GENB | GENERATE BIOMEDICINES INC | 185,000 | $2.313M | 0.4% | $12.50 | — | COM SHS | 370920100 |
| IBIT | ISHARES BITCOIN TRUST ETF | 59,505 | $2.286M | 0.4% | $46.29 | — | SHS BEN INT | 46438F101 |
| CTNM | CONTINEUM THERAPEUTICS INC | 173,475 | $2.266M | 0.4% | $11.41 | +17.0% | CL A | 21217B100 |
| TENX | TENAX THERAPEUTICS INC | 136,015 | $2.175M | 0.3% | $8.70 | +55.2% | COM NEW | 88032L605 |
| PRLD | PRELUDE THERAPEUTICS INC | 558,339 | $1.91M | 0.3% | $2.17 | +6.2% | COM | 74065P101 |
| ASND | ASCENDIS PHARMA A/S | 8,000 | $1.83M | 0.3% | $213.24 | — | SPONSORED ADR | 04351P101 |
| VSTM | VERASTEM INC | 343,678 | $1.821M | 0.3% | $8.31 | -22.1% | COM NEW | 92337C203 |
| VYGR | VOYAGER THERAPEUTICS INC | 469,761 | $1.813M | 0.3% | $4.23 | — | COM | 92915B106 |
| STTK | SHATTUCK LABS INC | 280,786 | $1.805M | 0.3% | $2.92 | +42.0% | COM | 82024L103 |
| EVMN | EVOMMUNE INC | 78,234 | $1.799M | 0.3% | $18.78 | +17.1% | COM SHS | 30054Y107 |
| BIOA | BIOAGE LABS INC | 86,518 | $1.513M | 0.2% | $8.86 | +116.6% | COM | 09077V100 |
| OLMA | OLEMA PHARMACEUTICALS INC | 100,000 | $1.491M | 0.2% | — | — | Call | 68062P106 |
| ORGO | ORGANOGENESIS HLDGS INC | 550,000 | $1.304M | 0.2% | $3.99 | 0.0% | COM | 68621F102 |
| CRIS | CURIS INC | 1,994,937 | $1.092M | 0.2% | $0.98 | 0.0% | COM | 231269309 |
| BMY | BRISTOL-MYERS SQUIBB CO | 17,500 | $1.061M | 0.2% | $52.58 | +9.2% | COM | 110122108 |
| CTMX | CYTOMX THERAPEUTICS INC. | 220,000 | $1.034M | 0.2% | $5.23 | 0.0% | COM | 23284F105 |
| NICE | NICE LTD | 5,611 | $619K | 0.1% | $110.26 | — | SPONSORED ADR | 653656108 |
| HOWL | WEREWOLF THERAPEUTICS INC | 626,810 | $522K | 0.1% | $13.12 | -95.1% | COM | 95075A107 |
| SKYE | SKYE BIOSCIENCE INC | 678,928 | $417K | 0.1% | $7.87 | -88.6% | COM NEW | 83086J200 |
| DTIL | PRECISION BIOSCIENCES INC | 40,000 | $220K | 0.0% | $5.68 | -29.6% | COM NEW | 74019P207 |
| APRE | APREA THERAPEUTICS INC | 270,000 | $206K | 0.0% | $6.22 | -87.4% | COM NEW | 03836J201 |
| FHTX | FOGHORN THERAPEUTICS INC | 12,224 | $58,431 | 0.0% | $5.69 | 0.0% | COM | 344174107 |