Noked Israel Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 15Value: $436.2MLatest: 2025Q1

Noked Israel Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 15 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "GLBE",
  "BKNG",
  "META",
  "MSFT",
  "TEVA",
  "SPY",
  "XTLB",
  null,
  "TSM",
  "AMZN",
  "WIX",
  "CRM",
  "CAMT",
  "QQQ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 15
Total Value: 436213
Accession Number: 0001178913-25-001745
Form Type: 13F-HR
CIK: noked-israel
Manager Name: Noked-Israel

Data Enrichment

93% identified

14 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

15 positions • $436.2K total value

SEC FilingSEC DataHachi Filing

Manager:

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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:628.5K

Value:$104.3M

% of Portfolio:23915.6% ($104.3M/$436.2K)

MICROSOFT CORP

MSFT|594918104

Shares:268.6K

Value:$100.8M

% of Portfolio:23114.9% ($100.8M/$436.2K)

Wix.com Ltd.

WIX|M98068105

Shares:400.4K

Value:$65.4M

% of Portfolio:14998.6% ($65.4M/$436.2K)

Meta Platforms, Inc.

META|30303M102

Shares:83.0K

Value:$47.8M

% of Portfolio:10966.7% ($47.8M/$436.2K)

Booking Holdings Inc.

BKNG|09857L108

Shares:6.3K

Value:$29.0M

% of Portfolio:6653.6% ($29.0M/$436.2K)

Salesforce, Inc.

CRM|79466L302

Shares:78.0K

Value:$20.9M

% of Portfolio:4798.6% ($20.9M/$436.2K)

NOVA LTD.

NVMI|M7516K103

Shares:82.1K

Value:$15.1M

% of Portfolio:3469.2% ($15.1M/$436.2K)

AMAZON COM INC

AMZN|023135106

Shares:65.0K

Value:$12.4M

% of Portfolio:2835.1% ($12.4M/$436.2K)

CAMTEK LTD

CAMT|M20791105

Shares:190.6K

Value:$11.2M

% of Portfolio:2561.8% ($11.2M/$436.2K)

G3643J108

Shares:49.0K

Value:$10.9M

% of Portfolio:2488.7% ($10.9M/$436.2K)

Global-E Online Ltd.

GLBE|M5216V106

Shares:250.0K

Value:$8.9M

% of Portfolio:2043.3% ($8.9M/$436.2K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:6.9K

Value:$3.3M

% of Portfolio:746.0% ($3.3M/$436.2K)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:209.6K

Value:$3.2M

% of Portfolio:738.6% ($3.2M/$436.2K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.8K

Value:$2.7M

% of Portfolio:614.8% ($2.7M/$436.2K)

XTL BIOPHARMACEUTICALS LTD

XTLB|98386D307

Shares:198.9K

Value:$238.0K

% of Portfolio:54.6% ($238.0K/$436.2K)

Instrument	Shares		Other Manager	Value	% of Portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	628.5K	QoQ +34.31% (+160.6K) YoY +355.39% (+490.4K)	All Managers (Combined)	$104.3M	23915.6% ($104.3M/$436.2K)	QoQ +12.89% (+$12) YoY +455.64% (+$86)
MICROSOFT CORP(MSFTcusip594918104)	268.6K	QoQ -3.17% (-8.8K) YoY +67.87% (+108.6K)	All Managers (Combined)	$100.8M	23114.9% ($100.8M/$436.2K)	QoQ -13.76% (-$16) YoY +49.78% (+$34)
Wix.com Ltd.(WIXcusipM98068105)	400.4K	QoQ +46.47% (+127.0K) YoY +236.08% (+281.3K)	All Managers (Combined)	$65.4M	14998.6% ($65.4M/$436.2K)	QoQ +11.53% (+$7) YoY +299.40% (+$49)
Meta Platforms, Inc.(METAcusip30303M102)	83.0K	QoQ +16.57% (+11.8K) YoY +24.25% (+16.2K)	All Managers (Combined)	$47.8M	10966.7% ($47.8M/$436.2K)	QoQ +14.75% (+$6) YoY +47.47% (+$15)
Booking Holdings Inc.(BKNGcusip09857L108)	6.3K	QoQ +40.00% (+1.8K) YoY -4.54% (-300)	All Managers (Combined)	$29.0M	6653.6% ($29.0M/$436.2K)	QoQ +29.81% (+$7) YoY +21.21% (-$5)
Salesforce, Inc.(CRMcusip79466L302)	78.0K	QoQ +73.33% (+33.0K) YoY -6.02% (-5.0K)	All Managers (Combined)	$20.9M	4798.6% ($20.9M/$436.2K)	QoQ +39.12% (+$6) YoY -16.26% (-$4)
NOVA LTD.(NVMIcusipM7516K103)	82.1K	QoQ -1.50% (-1.3K) YoY NEW(+82.1K)	All Managers (Combined)	$15.1M	3469.2% ($15.1M/$436.2K)	QoQ -7.81% (-$1) YoY NEW(+$15)
AMAZON COM INC(AMZNcusip023135106)	65.0K	QoQ +333.33% (+50.0K) YoY -46.80% (-57.2K)	All Managers (Combined)	$12.4M	2835.1% ($12.4M/$436.2K)	QoQ +275.78% (+$9) YoY -43.89% (-$10)
CAMTEK LTD(CAMTcusipM20791105)	190.6K	QoQ -45.23% (-157.5K) YoY +1170.66% (+175.6K)	All Managers (Combined)	$11.2M	2561.8% ($11.2M/$436.2K)	QoQ -60.24% (-$17) YoY +789.02% (+$10)
(cusipG3643J108)✕	49.0K	QoQ -18.33% (-11.0K) YoY NEW(+49.0K)	All Managers (Combined)	$10.9M	2488.7% ($10.9M/$436.2K)	QoQ -29.99% (-$5) YoY NEW(+$11)
Global-E Online Ltd.(GLBEcusipM5216V106)	250.0K	QoQ -1.11% (-2.8K) YoY +66.66% (+100.0K)	All Managers (Combined)	$8.9M	2043.3% ($8.9M/$436.2K)	QoQ -35.34% (-$5) YoY +63.45% (+$3)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	6.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.3M	746.0% ($3.3M/$436.2K)	QoQ -8.28% (-$0) YoY +5.61% (+$0)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	209.6K	QoQ -93.61% (-3.1M) YoY NEW(+209.6K)	All Managers (Combined)	$3.2M	738.6% ($3.2M/$436.2K)	QoQ -95.55% (-$69) YoY NEW(+$3)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.7M	614.8% ($2.7M/$436.2K)	QoQ -4.55% (-$0) YoY +6.93% (+$0)
XTL BIOPHARMACEUTICALS LTD(XTLBcusip98386D307)	198.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$238.0K	54.6% ($238.0K/$436.2K)	QoQ -40.94% (-$0) YoY -57.42% (-$0)