Location: Tel-Aviv, Israel
CIK: 0001894044 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Jul 21, 2026
Total Value: $144M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 41,100 | $28.31M | 19.7% | $688.77 | — | S&P 500 ETF SHS | 922908363 |
| IVV | ISHARES TR | 24,607 | $18.43M | 12.8% | $748.89 | — | CORE S&P500 ETF | 464287200 |
| INTC | INTEL CORP | 47,252 | $6.598M | 4.6% | $139.63 | — | COM | 458140100 |
| PANW | PALO ALTO NETWORKS INC | 14,189 | $4.839M | 3.4% | $341.02 | — | COM | 697435105 |
| EEM | ISHARES TR | 68,700 | $4.7M | 3.3% | $68.41 | — | MSCI EMG MKT ETF | 464287234 |
| IWM | ISHARES TR | 15,318 | $4.602M | 3.2% | $300.45 | — | RUSSELL 2000 ETF | 464287655 |
| AMZN | AMAZON COM INC | 14,898 | $3.551M | 2.5% | $238.34 | — | COM | 023135106 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5,000 | $2.392M | 1.7% | $478.32 | — | SPONSORED ADS | 874039100 |
| ITA | ISHARES TR | 9,569 | $2.32M | 1.6% | $242.42 | — | US AER DEF ETF | 464288760 |
| MRVL | MARVELL TECHNOLOGY INC | 7,153 | $2.131M | 1.5% | $297.89 | — | COM | 573874104 |
| QTUM | ETF SER SOLUTIONS | 8,951 | $1.48M | 1.0% | $165.38 | — | DEFIA QUANT ETF | 26922A420 |
| LLY | ELI LILLY & CO | 1,218 | $1.461M | 1.0% | $1199.43 | — | COM | 532457108 |
| PLTR | PALANTIR TECHNOLOGIES INC | 11,832 | $1.38M | 1.0% | $116.67 | — | CL A | 69608A108 |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 35,000 | $1.186M | 0.8% | $33.88 | — | SPONSORED ADS | 881624209 |
| CBRS | CEREBRAS SYSTEMS INC | 5,206 | $1.151M | 0.8% | $221.00 | — | COM CL A | 15675D103 |
| MSFT | MICROSOFT CORP | 2,524 | $942K | 0.7% | $373.02 | — | COM | 594918104 |
| KWEB | KRANESHARES TRUST | 18,685 | $457K | 0.3% | $24.47 | — | CSI CHI INTERNET | 500767306 |
| FXI | ISHARES TR | 12,200 | $385K | 0.3% | $31.59 | — | CHINA LG-CAP ETF | 464287184 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 26,245 (+98.8%) | $17.21M (+240.1%) | 12.0% | $495.90 | — | SEMICONDUCTR ETF | 92189F676 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 27,858 | $4.889M | 3.4% | $75.00 | — | — | M87915274 |
| ICL | ICL GROUP LTD | 327,570 | $1.676M | 1.2% | $5.34 | — | — | M53213100 |
| UBER | BER TECHNOLOGIES INC | 10,444 | $751K | 0.5% | $93.52 | — | — | 90353T100 |
| NKE | NIKE INC | 11,612 | $618K | 0.4% | $59.08 | — | — | 654106103 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 5,001 (-57.0%) | $3.686M (-45.1%) | 2.6% | $576.57 | — | UNIT SER 1 | 46090E103 |
| BWXT | BWX TECHNOLOGIES INC | 9,205 (-39.5%) | $1.792M (-42.4%) | 1.2% | $202.99 | — | COM | 05605H100 |
| META | META PLATFORMS INC | 1,582 (-49.5%) | $891K (-50.3%) | 0.6% | $598.98 | — | CL A | 30303M102 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 3,058 | $1.776M | 1.2% | $224.60 | — | COM | 007903107 |
| GOOG | ALPHABET INC | 11,043 | $3.902M | 2.7% | $241.10 | — | CAP STK CL C | 02079K107 |
| PWR | QUANTA SVCS INC | 4,238 | $3.052M | 2.1% | $388.50 | — | COM | 74762E102 |
| PAVE | GLOBAL X FDS | 62,840 | $3.709M | 2.6% | $31.77 | — | US INFR DEV ETF | 37954Y673 |
| GS | GOLDMAN SACHS GROUP INC | 2,743 | $2.774M | 1.9% | $849.91 | — | COM | 38141G104 |
| XBI | SPDR SERIES TRUST | 10,867 | $1.72M | 1.2% | $121.93 | — | ST STR SP BIOT | 78464A870 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 39,197 | $2.291M | 1.6% | $34.76 | — | COM | 83417M104 |
| MCHI | ISHARES TR | 53,959 | $2.753M | 1.9% | $56.18 | — | MSCI CHINA ETF | 46429B671 |
| DK | DELEK US HLDGS INC NEW | 45,061 | $2.29M | 1.6% | $31.21 | — | COM | 24665A103 |
| AVGO | BROADCOM INC | 2,032 | $769K | 0.5% | $357.00 | — | COM | 11135F101 |
| NVDA | NVIDIA CORPORATION | 4,982 | $997K | 0.7% | $114.12 | — | COM | 67066G104 |
| SPY | STATE STR SPDR S&P 500 ETF T | 1,296 | $970K | 0.7% | $592.19 | — | TR UNIT | 78462F103 |
| BABA | ALIBABA GROUP HLDG LTD | 4,080 | $396K | 0.3% | $132.16 | — | SPONSORED ADS | 01609W102 |
| V | VISA INC | 2,720 | $933K | 0.6% | $298.33 | — | COM CL A | 92826C839 |
| BA | BOEING CO | 5,257 | $1.138M | 0.8% | $238.54 | — | COM | 097023105 |
| EPI | WISDOMTREE TR | 33,076 | $1.415M | 1.0% | $37.40 | — | INDIA ERNGS FD | 97717W422 |
| XME | SPDR SERIES TRUST | 14,200 | $1.518M | 1.1% | $103.61 | — | ST STR SP METAL | 78464A755 |
| KKR | KKR & CO INC | 16,657 | $1.529M | 1.1% | $120.35 | — | COM | 48251W104 |