Location: Jerusalem, Israel
CIK: 0002016961 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Jul 27, 2026
Total Value: $131M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | 80,280 | $11.21M | 8.6% | $139.63 | — | COM | 458140100 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 15,445 | $7.388M | 5.6% | $478.33 | — | SPONSORED ADS | 874039100 |
| PANW | PALO ALTO NETWORKS INC | 15,634 | $5.332M | 4.1% | $341.02 | — | COM | 697435105 |
| EEM | ISHARES TR | 48,927 | $3.347M | 2.6% | $68.41 | — | MSCI EMG MKT ETF | 464287234 |
| ITB | ISHARES TR | 29,680 | $3.101M | 2.4% | $104.48 | — | US HOME CONS ETF | 464288752 |
| IVOO | VANGUARD ADMIRAL FDS INC | 20,714 | $2.701M | 2.1% | $130.40 | — | MIDCP 400 IDX | 921932885 |
| QTUM | ETF SER SOLUTIONS | 14,276 | $2.361M | 1.8% | $165.38 | — | DEFIA QUANT ETF | 26922A420 |
| PLTR | PALANTIR TECHNOLOGIES INC | 18,746 | $2.187M | 1.7% | $116.67 | — | CL A | 69608A108 |
| LLY | ELI LILLY & CO | 1,622 | $1.945M | 1.5% | $1199.43 | — | COM | 532457108 |
| KWEB | KRANESHARES TRUST | 79,045 | $1.934M | 1.5% | $24.47 | — | CSI CHI INTERNET | 500767306 |
| MSFT | MICROSOFT CORP | 4,250 | $1.585M | 1.2% | $373.02 | — | COM | 594918104 |
| IVV | ISHARES TR | 1,944 | $1.456M | 1.1% | $748.89 | — | CORE S&P500 ETF | 464287200 |
| CBRS | CEREBRAS SYSTEMS INC | 6,563 | $1.45M | 1.1% | $221.00 | — | COM CL A | 15675D103 |
| FXI | ISHARES TR | 16,215 | $512K | 0.4% | $31.59 | — | CHINA LG-CAP ETF | 464287184 |
| VT | VANGUARD INTL EQUITY INDEX F | 2,405 | $377K | 0.3% | $156.95 | — | TT WRLD ST ETF | 922042742 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 44,336 (+331.1%) | $29.08M (+637.4%) | 22.2% | $592.68 | — | SEMICONDUCTR ETF | 92189F676 |
| GS | GOLDMAN SACHS GROUP INC | 3,944 (+184.8%) | $3.989M (+240.4%) | 3.0% | $983.71 | — | COM | 38141G104 |
| AMZN | AMAZON COM INC | 29,528 (+27.2%) | $7.038M (+45.6%) | 5.4% | $188.22 | — | COM | 023135106 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| ICL | ICL GROUP LTD | 567,969 | $2.905M | 2.2% | $5.30 | — | — | M53213100 |
| FLEX | FLEXTRONICS INTL LTD | 32,150 | $2.105M | 1.6% | $39.18 | — | — | Y2573F102 |
| NKE | NIKE INC | 33,628 | $1.787M | 1.4% | $81.58 | — | — | 654106103 |
| UBER | BER TECHNOLOGIES INC | 18,200 | $1.309M | 1.0% | $72.04 | — | — | 90353T100 |
| TATT | TAT TECHNOLOGIES LTD | 19,900 | $809K | 0.6% | $28.77 | — | — | M8740S227 |
| ABNB | AIRBNB INC | 2,390 | $302K | 0.2% | $133.97 | — | — | 009066101 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| EPI | WISDOMTREE TR | 65,613 (-57.8%) | $2.807M (-55.7%) | 2.1% | $44.55 | — | INDIA ERNGS FD | 97717W422 |
| META | META PLATFORMS INC | 2,411 (-50.0%) | $1.358M (-50.8%) | 1.0% | $667.32 | — | CL A | 30303M102 |
| MA | MASTERCARD INCORPORATED | 718 (-15.0%) | $369K (-12.7%) | 0.3% | $454.10 | — | CL A | 57636Q104 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| EMXC | ISHARES INC | 45,008 | $4.604M | 3.5% | $57.81 | — | MSCI EMRG CHN | 46434G764 |
| XLI | SELECT SECTOR SPDR TR | 36,671 | $6.793M | 5.2% | $125.99 | — | ST STR INDL ETF | 81369Y704 |
| PAVE | GLOBAL X FDS | 103,955 | $6.136M | 4.7% | $42.79 | — | US INFR DEV ETF | 37954Y673 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 63,610 | $3.717M | 2.8% | $34.76 | — | COM | 83417M104 |
| DK | DELEK US HLDGS INC NEW | 72,679 | $3.693M | 2.8% | $31.21 | — | COM | 24665A103 |
| GRID | FIRST TR EXCHANGE-TRADED FD | 13,578 | $2.604M | 2.0% | $115.11 | — | NASDQ CLN EDGE | 33737A108 |
| V | VISA INC | 7,582 | $2.601M | 2.0% | $272.95 | — | COM CL A | 92826C839 |
| XLRE | SELECT SECTOR SPDR TR | 40,192 | $1.77M | 1.4% | $39.56 | — | ST STR REAL ETF | 81369Y860 |
| BWXT | BWX TECHNOLOGIES INC | 9,818 | $1.911M | 1.5% | $202.99 | — | COM | 05605H100 |
| XLY | SELECT SECTOR SPDR TR | 9,260 | $1.086M | 0.8% | $179.20 | — | ST STR DISCR ETF | 81369Y407 |
| XLB | SELECT SECTOR SPDR TR | 60,586 | $3.08M | 2.4% | $69.13 | — | ST STR MATER ETF | 81369Y100 |
| SPY | STATE STR SPDR S&P 500 ETF T | 474 | $355K | 0.3% | $683.42 | — | TR UNIT | 78462F103 |
| XLC | SELECT SECTOR SPDR TR | 3,254 | $349K | 0.3% | $85.87 | — | ST STR SVC ETF | 81369Y852 |
| XLU | SELECT SECTOR SPDR TR | 12,767 | $579K | 0.4% | $57.33 | — | ST STR UTIL ETF | 81369Y886 |