Location: Tel Aviv, Israel
CIK: 0001639754 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Aug 5, 2026
Total Value: $809M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 63,916 | $43.97M | 5.4% | $687.90 | — | S&P 500 ETF SHS | 922908363 |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 997,617 | $33.8M | 4.2% | $33.88 | — | SPONSORED ADS | 881624209 |
| PANW | PALO ALTO NETWORKS INC | 75,499 | $25.75M | 3.2% | $341.02 | — | COM | 697435105 |
| IGV | ISHARES TR | 211,582 | $19.17M | 2.4% | $90.60 | — | EXPANDED TECH | 464287515 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 38,127 | $18.24M | 2.3% | $478.52 | — | SPONSORED ADS | 874039100 |
| AAXJ | ISHARES TR | 127,436 | $15.21M | 1.9% | $119.33 | — | MSCI AC ASIA ETF | 464288182 |
| MSFT | MICROSOFT CORP | 40,103 | $14.96M | 1.8% | $373.02 | — | COM | 594918104 |
| ITA | ISHARES TR | 44,300 | $10.74M | 1.3% | $242.42 | — | US AER DEF ETF | 464288760 |
| NET | CLOUDFLARE INC | 36,434 | $8.937M | 1.1% | $245.28 | — | CL A COM | 18915M107 |
| ITB | ISHARES TR | 82,822 | $8.653M | 1.1% | $104.48 | — | US HOME CONS ETF | 464288752 |
| IAI | ISHARES TR | 49,207 | $8.627M | 1.1% | $175.33 | — | US BR DEL SE ETF | 464288794 |
| TSLA | TESLA INC | 18,260 | $7.68M | 0.9% | $420.60 | — | COM | 88160R101 |
| KWEB | KRANESHARES TRUST | 283,109 | $6.928M | 0.9% | $24.47 | — | CSI CHI INTERNET | 500767306 |
| EWZ | ISHARES INC | 199,725 | $6.891M | 0.9% | $34.50 | — | MSCI BRAZIL ETF | 464286400 |
| IBM | INTERNATIONAL BUSINESS MACHS | 24,475 | $6.883M | 0.9% | $281.21 | — | COM | 459200101 |
| NICE | NICE LTD | 64,080 | $5.822M | 0.7% | $90.85 | — | SPONSORED ADR | 653656108 |
| LLY | ELI LILLY & CO | 4,831 | $5.794M | 0.7% | $1199.43 | — | COM | 532457108 |
| CBRS | CEREBRAS SYSTEMS INC | 24,500 | $5.415M | 0.7% | $221.00 | — | COM CL A | 15675D103 |
| PLTR | PALANTIR TECHNOLOGIES INC | 43,040 | $5.021M | 0.6% | $116.67 | — | CL A | 69608A108 |
| SHLD | GLOBAL X FDS | 81,970 | $4.91M | 0.6% | $59.90 | — | DEFENSE TECH ETF | 37960A529 |
| NASA | TEMA ETF TRUST | 160,520 | $4.877M | 0.6% | $30.38 | — | SPACE INNOV ETF | 87975E776 |
| WMT | WALMART INC | 41,481 | $4.698M | 0.6% | $113.26 | — | COM | 931142103 |
| MOD | MODINE MFG CO | 13,473 | $3.598M | 0.4% | $267.02 | — | COM | 607828100 |
| OKTA | OKTA INC | 25,239 | $3.444M | 0.4% | $136.45 | — | CL A | 679295105 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 93,566 (+6.1%) | $68.98M (+35.6%) | 8.5% | $420.33 | — | UNIT SER 1 | 46090E103 |
| SPY | STATE STR SPDR S&P 500 ETF T | 72,645 (+17.4%) | $54.39M (+34.8%) | 6.7% | $486.45 | — | TR UNIT | 78462F103 |
| GEV | GE VERNOVA INC | 15,214 (+71.3%) | $17.88M (+130.5%) | 2.2% | $919.40 | — | COM | 36828A101 |
| NOW | SERVICENOW INC | 94,318 (+223.3%) | $9.364M (+207.0%) | 1.2% | $106.06 | — | COM | 81762P102 |
| COST | COSTCO WHOLESALE CORPORATION | 8,670 (+119.7%) | $8.111M (+106.2%) | 1.0% | $876.26 | — | COM | 22160K105 |
| NEE | NEXTERA ENERGY INC | 75,991 (+109.5%) | $6.67M (+97.9%) | 0.8% | $74.67 | — | COM | 65339F101 |
| XHB | SPDR SERIES TRUST | 56,316 (+47.7%) | $6.508M (+72.9%) | 0.8% | $87.98 | — | ST STR SP HOME | 78464A888 |
| ONDS | ONDAS INC | 1,016,941 (+63.0%) | $8.38M (+48.6%) | 1.0% | $10.14 | — | COM NEW | 68236H204 |
| BWXT | BWX TECHNOLOGIES INC | 38,289 (+54.0%) | $7.453M (+46.6%) | 0.9% | $200.07 | — | COM | 05605H100 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| ICL | ICL GROUP LTD | 2,242,921 | $11.47M | 1.4% | $4.89 | — | — | M53213100 |
| CLBT | CELLEBRITE DI LTD | 499,938 | $6.889M | 0.9% | $12.76 | — | — | M2197Q107 |
| SPOT | SPOTIFY TECHNOLOGY S A | 12,750 | $6.183M | 0.8% | $497.31 | — | — | L8681T102 |
| NVMI | NOVA LTD | 13,442 | $5.838M | 0.7% | $207.85 | — | — | M7516K103 |
| CHKP | CHECK POINT SOFTWARE TECH LT | 29,361 | $4.194M | 0.5% | $201.52 | — | — | M22465104 |
| ETN | ATON CORP PLC | 11,624 | $4.158M | 0.5% | $320.33 | — | — | G29183103 |
| AAPL | APPLE INC | 16,192 | $4.109M | 0.5% | $174.21 | — | — | 037833100 |
| BX | BLACKSTONE INC | 29,915 | $3.44M | 0.4% | $158.19 | — | — | 09260D107 |
| URGN | UROGEN PHARMA LTD | 21,823 | $392K | 0.0% | $20.95 | — | — | M96088105 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | 66,320 (-59.1%) | $7.105M (-60.5%) | 0.9% | $81.35 | — | ST STR SVC ETF | 81369Y852 |
| SMH | VANECK ETF TRUST | 31,135 (-24.3%) | $20.42M (+29.5%) | 2.5% | $264.03 | — | SEMICONDUCTR ETF | 92189F676 |
| XLI | SELECT SECTOR SPDR TR | 116,155 (-22.1%) | $21.52M (-10.8%) | 2.7% | $85.32 | — | ST STR INDL ETF | 81369Y704 |
| META | META PLATFORMS INC | 31,739 (-4.9%) | $17.88M (-6.4%) | 2.2% | $522.68 | — | CL A | 30303M102 |
| NVDA | NVIDIA CORPORATION | 69,439 (-18.8%) | $13.89M (-6.9%) | 1.7% | $138.81 | — | COM | 67066G104 |
| QBTS | D-WAVE QUANTUM INC | 131,672 (-50.6%) | $3.159M (-18.0%) | 0.4% | $26.32 | — | COM | 26740W109 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 190,080 (-15.3%) | $11.11M (-3.0%) | 1.4% | $63.94 | — | COM | 83417M104 |
| AVGO | BROADCOM INC | 22,127 (-14.8%) | $8.373M (+3.9%) | 1.0% | $272.29 | — | COM | 11135F101 |
| AMZN | AMAZON COM INC | 84,309 (-12.6%) | $20.09M (-0.0%) | 2.5% | $185.15 | — | COM | 023135106 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 68,492 | $13.05M | 1.6% | $123.44 | — | ST STR TECHN ETF | 81369Y803 |
| XLF | SELECT SECTOR SPDR TR | 470,998 | $25.25M | 3.1% | $33.45 | — | ST STR FINL ETF | 81369Y605 |
| VRT | VERTIV HOLDINGS CO | 22,653 | $7.585M | 0.9% | $133.31 | — | COM CL A | 92537N108 |
| PAVE | GLOBAL X FDS | 229,190 | $13.53M | 1.7% | $28.38 | — | US INFR DEV ETF | 37954Y673 |
| NFLX | NETFLIX INC. | 61,276 | $4.375M | 0.5% | $107.81 | — | COM | 64110L106 |
| AIRR | FIRST TR EXCHANGE TRADED FD | 61,712 | $8.223M | 1.0% | $76.98 | — | RBA INDL ETF | 33738R704 |
| V | VISA INC | 31,182 | $10.7M | 1.3% | $184.15 | — | COM CL A | 92826C839 |
| XLV | SELECT SECTOR SPDR TR | 99,240 | $15.75M | 1.9% | $125.20 | — | ST STR CARE ETF | 81369Y209 |
| GRID | FIRST TR EXCHANGE-TRADED FD | 37,976 | $7.311M | 0.9% | $119.51 | — | NASDQ CLN EDGE | 33737A108 |
| RSPN | INVESCO EXCHANGE TRADED FD T | 154,563 | $9.891M | 1.2% | $64.57 | — | S&P500 EQL IND | 46137V324 |
| MCHI | ISHARES TR | 189,144 | $9.651M | 1.2% | $58.27 | — | MSCI CHINA ETF | 46429B671 |
| GRNY | TIDAL TRUST I | 234,127 | $6.474M | 0.8% | $21.22 | — | FUND GRAN US ETF | 886364231 |
| EPI | WISDOMTREE TR | 342,373 | $14.65M | 1.8% | $44.36 | — | INDIA ERNGS FD | 97717W422 |
| PPA | INVESCO EXCHANGE TRADED FD T | 61,165 | $10.8M | 1.3% | $79.99 | — | AEROSPACE DEFN | 46137V100 |
| GOOGL | ALPHABET INC | 8,568 | $3.062M | 0.4% | $95.22 | — | CAP STK CL A | 02079K305 |
| XLY | SELECT SECTOR SPDR TR | 63,624 | $7.462M | 0.9% | $146.06 | — | ST STR DISCR ETF | 81369Y407 |
| ODYS | ODYSIGHT AI INC | 196,000 | $821K | 0.1% | $7.43 | — | COM NEW | 81063V204 |
| KCE | SPDR SERIES TRUST | 47,687 | $7.021M | 0.9% | $120.07 | — | ST STR SP CAPMKT | 78464A771 |
| APO | APOLLO GLOBAL MGMT INC | 59,129 | $6.996M | 0.9% | $132.76 | — | COM | 03769M106 |
| XLRE | SELECT SECTOR SPDR TR | 104,758 | $4.612M | 0.6% | $40.03 | — | ST STR REAL ETF | 81369Y860 |
| MA | MASTERCARD INCORPORATED | 14,028 | $7.205M | 0.9% | $348.44 | — | CL A | 57636Q104 |
| XHE | SPDR SERIES TRUST | 20,635 | $1.738M | 0.2% | $75.63 | — | ST STR SP HCEQ | 78464A581 |
| RSP | INVESCO EXCHANGE TRADED FD T | 5,099 | $1.085M | 0.1% | $148.81 | — | S&P500 EQL WGT | 46137V357 |
| DIA | STATE STR SPDR DOW JONES IND | 1,147 | $601K | 0.1% | $259.68 | — | UT SER 1 | 78467X109 |
| XLU | SELECT SECTOR SPDR TR | 122,724 | $5.564M | 0.7% | $57.21 | — | ST STR UTIL ETF | 81369Y886 |
| XLE | SELECT SECTOR SPDR TR | 7,406 | $393K | 0.0% | $50.17 | — | ST STR ENERG ETF | 81369Y506 |
| EWJ | ISHARES INC | 6,423 | $599K | 0.1% | $64.09 | — | MSCI JAPAN ETF | 46434G822 |
| KKR | KKR & CO INC | 75,120 | $6.895M | 0.9% | $90.37 | — | COM | 48251W104 |
| INDA | ISHARES TR | 9,410 | $465K | 0.1% | $43.92 | — | MSCI INDIA ETF | 46429B598 |
| UBER | UBER TECHNOLOGIES INC | 79,597 | $5.744M | 0.7% | $84.18 | — | COM | 90353T100 |