Yelin-Lapidot-Holdings-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "NVR",
  "INMD",
  "GLBE",
  "MU",
  "BABA",
  "JEF",
  "GOOGL",
  "T",
  "LOW",
  "CCI",
  "DUK",
  "NICE",
  "SN",
  "AUDC",
  "ALLT",
  "ARVN",
  "SPNS",
  "SNDX",
  null,
  "ENLT.TA",
  "ELLO",
  "META",
  "MDWD",
  "RDCM",
  "SILC",
  "SEDG",
  null,
  "MGIC",
  "MRVL",
  "MSFT",
  "TMUS",
  "GE",
  "TEVA",
  "ZIM",
  "ANET",
  "KKR",
  "OKE",
  "PYPL",
  "IVV",
  "SPY",
  "NVDA",
  "INTC",
  "PFE",
  "VZ",
  null,
  "ORA",
  null,
  null,
  null,
  "SPG",
  "AMT",
  "UPS",
  "OB",
  "TBLA",
  "PERI",
  null,
  "TRGP",
  "VLN",
  "GSK",
  null,
  null,
  "ELTK",
  "PRGO",
  "CPAY",
  null,
  "CGEN",
  "GILT",
  "HRMY",
  "IFF",
  "KRNT",
  "AMZN",
  "VUG",
  "VTWO",
  "VTRS",
  "V",
  "WMB",
  "WIX",
  "SCHD",
  "CHKP",
  "SCHG",
  "ESLT",
  "ICL",
  "RDWR",
  "PFLT",
  null,
  "ZM",
  null,
  "BRK-B",
  "CSTE",
  "CAMT",
  "CSCO",
  "DLR",
  "RSP",
  "NEE",
  "QQQ",
  "DIS",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 115
Total Value: 517693913
Accession Number: 0001213900-25-035927
Form Type: 13F-HR
CIK: yelin-lapidot-holdings-management
Manager Name: Yelin-Lapidot-Holdings-Management

Data Enrichment

86% identified

99 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $517.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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ORMAT TECHNOLOGIES, INC.

ORA|686688102

Shares:106.2K

Value:$7.5M

% of Portfolio:1.5% ($7.5M/$517.7M)

PERRIGO Co plc

PRGO|G97822103

Shares:266.8K

Value:$7.5M

% of Portfolio:1.4% ($7.5M/$517.7M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:395.5K

Value:$6.1M

% of Portfolio:1.2% ($6.1M/$517.7M)

RADCOM LTD

RDCM|M81865111

Shares:531.3K

Value:$6.1M

% of Portfolio:1.2% ($6.1M/$517.7M)

InMode Ltd.

INMD|M5425M103

Shares:304.4K

Value:$5.4M

% of Portfolio:1.0% ($5.4M/$517.7M)

RADWARE LTD

RDWR|M81873107

Shares:230.6K

Value:$5.0M

% of Portfolio:1.0% ($5.0M/$517.7M)

Kornit Digital Ltd.

KRNT|M6372Q113

Shares:260.6K

Value:$5.0M

% of Portfolio:1.0% ($5.0M/$517.7M)

ELBIT SYSTEMS LTD

ESLT|M3760D101

Shares:12.8K

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$517.7M)

Viatris Inc

VTRS|92556V106

Shares:487.4K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$517.7M)

81369Y308

Shares:43.6K

Value:$3.6M

% of Portfolio:0.7% ($3.6M/$517.7M)

SILICOM LTD.

SILC|M84116108

Shares:236.2K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$517.7M)

Enlight Renewable Energy Ltd.

ENLT.TA|M4056D110

Shares:198.8K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$517.7M)

81369Y803

XLK|81369Y803

Shares:15.2K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$517.7M)

ICL Group Ltd.

ICL|M53213100

Shares:537.5K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$517.7M)

Arista Networks, Inc.

ANET|040413205

Shares:38.7K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$517.7M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:12.7K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$517.7M)

NOVA LTD.

NVMI|M7516K103

Shares:15.4K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$517.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.5K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$517.7M)

ELTEK LTD

ELTK|M40184208

Shares:272.3K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$517.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:4.7K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$517.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORMAT TECHNOLOGIES, INC.(ORAcusip686688102)	106.2K	QoQ 0.00% (+0) YoY -25.34% (-36.0K)	All Managers (Combined)	$7.5M	1.5% ($7.5M/$517.7M)	QoQ +4.50% (+$323.8K) YoY -20.17% (-$1.9M)
PERRIGO Co plc(PRGOcusipG97822103)	266.8K	QoQ -0.43% (-1.2K) YoY -4.92% (-13.8K)	All Managers (Combined)	$7.5M	1.4% ($7.5M/$517.7M)	QoQ +8.58% (-$591.6K) YoY -17.17% (-$1.6M)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	395.5K	QoQ 0.00% (-0) YoY -26.78% (-144.7K)	All Managers (Combined)	$6.1M	1.2% ($6.1M/$517.7M)	QoQ -30.26% (-$2.6M) YoY -20.24% (-$1.5M)
RADCOM LTD(RDCMcusipM81865111)	531.3K	QoQ -12.06% (-72.9K) YoY -54.56% (-638.0K)	All Managers (Combined)	$6.1M	1.2% ($6.1M/$517.7M)	QoQ -18.68% (-$1.4M) YoY -53.46% (-$7.0M)
InMode Ltd.(INMDcusipM5425M103)	304.4K	QoQ -1.45% (-4.5K) YoY +7.31% (-20.7K)	All Managers (Combined)	$5.4M	1.0% ($5.4M/$517.7M)	QoQ +4.67% (-$241.4K) YoY -11.90% (-$729.8K)
RADWARE LTD(RDWRcusipM81873107)	230.6K	QoQ -7.56% (-18.9K) YoY -43.50% (-177.5K)	All Managers (Combined)	$5.0M	1.0% ($5.0M/$517.7M)	QoQ -11.29% (-$634.8K) YoY -34.74% (-$2.7M)
Kornit Digital Ltd.(KRNTcusipM6372Q113)	260.6K	QoQ -0.43% (-1.1K) YoY -33.79% (-133.0K)	All Managers (Combined)	$5.0M	1.0% ($5.0M/$517.7M)	QoQ -38.61% (-$3.1M) YoY -30.28% (-$2.2M)
ELBIT SYSTEMS LTD(ESLTcusipM3760D101)	12.8K	QoQ -3.63% (-484) YoY -14.53% (-2.2K)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$517.7M)	QoQ +43.27% (-$1.5M) YoY +55.97% (-$1.8M)
Viatris Inc(VTRScusip92556V106)	487.4K	QoQ -0.44% (-2.2K) YoY -4.56% (-23.3K)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$517.7M)	QoQ -30.34% (-$1.8M) YoY -30.38% (-$1.9M)
(cusip81369Y308)✕	43.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.6M	0.7% ($3.6M/$517.7M)	QoQ +3.89% (+$133.4K) YoY +6.95% (+$231.6K)
SILICOM LTD.(SILCcusipM84116108)	236.2K	QoQ 0.00% (-0) YoY +6.84% (+15.1K)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$517.7M)	QoQ -8.76% (-$337.7K) YoY +7.05% (+$231.7K)
Enlight Renewable Energy Ltd.(ENLT.TAcusipM4056D110)	198.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$517.7M)	QoQ -6.29% (-$215.7K) YoY -4.49% (-$151.1K)
(XLKcusip81369Y803)	15.2K	QoQ -32.09% (-7.2K) YoY -32.09% (-7.2K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$517.7M)	QoQ -39.70% (-$2.1M) YoY -32.68% (-$1.5M)
ICL Group Ltd.(ICLcusipM53213100)	537.5K	QoQ +46.82% (+171.4K) YoY +46.82% (+171.4K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$517.7M)	QoQ +69.11% (+$1.2M) YoY +55.28% (+$1.1M)
Arista Networks, Inc.(ANETcusip040413205)	38.7K	QoQ 0.00% (-0) YoY NEW(+38.7K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$517.7M)	QoQ -29.90% (-$1.3M) YoY NEW(+$3.0M)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	12.7K	QoQ -0.13% (-17) YoY -41.39% (-9.0K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$517.7M)	QoQ +21.91% (-$520.5K) YoY -18.55% (-$659.8K)
NOVA LTD.(NVMIcusipM7516K103)	15.4K	QoQ 0.00% (-1) YoY -0.12% (-19)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$517.7M)	QoQ -6.40% (-$194.7K) YoY +3.79% (-$104.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.5K	QoQ -11.00% (-550) YoY -11.00% (-550)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$517.7M)	QoQ +4.57% (-$103.6K) YoY +12.71% (-$267.4K)
ELTEK LTD(ELTKcusipM40184208)	272.3K	QoQ +30.26% (-63.3K) YoY NEW(+272.3K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$517.7M)	QoQ -1.89% (-$43.7K) YoY NEW(+$2.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	4.7K	QoQ -32.39% (-2.3K) YoY -52.49% (-5.2K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$517.7M)	QoQ -37.98% (-$1.4M) YoY -49.82% (-$2.2M)