| Q4 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 Feb 2026, 06:12 |
| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 Nov 2025, 06:05 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2025, 09:50 |
| Q1 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 May 2025, 09:54 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Feb 2025, 06:03 |
| Q3 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2024, 08:51 |
| Q2 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2024, 06:16 |
| Q1 2024 |
|
|
|
|
$0 |
|
13F-NT |
15 May 2024, 06:49 |
| Q4 2023 |
|
|
|
|
$0 |
|
13F-NT |
14 Feb 2024, 06:19 |
| Q3 2023 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Nov 2023, 06:36 |
| Q2 2023 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Aug 2023, 07:50 |
| Q1 2023 |
0 |
|
|
|
$0 |
|
13F-NT |
15 May 2023, 07:49 |
| Q4 2022 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Feb 2023, 06:57 |
| Q3 2022 |
48 |
$393,197,000 |
+$151,424,325 |
-$169,837,296 |
-$18,412,971 |
INMD, AAPL, MSFT, ENPH, PANW
|
13F-HR |
14 Nov 2022, 09:55 |
| Q2 2022 |
48 |
$430,932,000 |
+$195,119,806 |
-$41,943,501 |
+$153,176,305 |
SEDG, KWEB, ENPH, INMD, NICE
|
13F-HR |
12 Aug 2022, 06:02 |
| Q1 2022 |
42 |
$328,658,000 |
+$181,144,255 |
-$191,589,718 |
-$10,445,463 |
SEDG, KWEB, MNDY, MSFT, HAYW
|
13F-HR |
13 May 2022, 06:02 |
| Q4 2021 |
45 |
$402,711,000 |
+$163,276,502 |
-$163,515,556 |
-$239,054 |
HAYW, SEDG, TTWO, AMAT, META
|
13F-HR |
14 Feb 2022, 06:02 |
| Q3 2021 |
46 |
$414,847,000 |
+$170,266,672 |
-$131,718,722 |
+$38,547,950 |
HAYW, AMAT, ONTO, KRNT, SEDG
|
13F-HR |
12 Nov 2021, 06:20 |
| Q2 2021 |
35 |
$401,045,000 |
+$144,038,890 |
-$72,581,171 |
+$71,457,719 |
ONTO, HAYW, MU, KRNT, SQSP
|
13F-HR |
12 Aug 2021, 08:11 |
| Q1 2021 |
33 |
$306,280,000 |
+$168,051,075 |
-$87,877,455 |
+$80,173,620 |
ONTO, MU, WIX, TSM, KRNT
|
13F-HR |
12 May 2021, 06:07 |
| Q4 2020 |
27 |
$211,214,000 |
+$123,979,544 |
-$70,623,077 |
+$53,356,467 |
ONTO, INMD, KRNT, CEVA, ENPH
|
13F-HR |
12 Feb 2021, 06:04 |
| Q3 2020 |
22 |
$134,472,000 |
+$54,035,000 |
-$66,996,277 |
-$12,961,277 |
FVRR, SEDG, CEVA, KRNT, AUDIOCODES LTD
|
13F-HR |
13 Nov 2020, 06:01 |
| Q2 2020 |
16 |
$116,847,000 |
+$44,777,456 |
-$7,234,837 |
+$37,542,619 |
TEVA, SEDG, CEVA, FVRR, RADA
|
13F-HR |
14 Aug 2020, 06:03 |
| Q1 2020 |
14 |
$55,988,000 |
+$35,323,616 |
-$61,678,587 |
-$26,354,971 |
TEVA, SEDG, MSFT, RADA, NTR
|
Restatement |
27 May 2020, 06:07 |
| Q4 2019 |
58 |
$89,105,000 |
+$38,887,304 |
-$51,374,840 |
-$12,487,536 |
SEDG, FVRR, MSFT, AAPL, CAMT
|
13F-HR |
14 Feb 2020, 17:53 |
| Q3 2019 |
38 |
$95,070,000 |
+$37,023,825 |
-$35,922,915 |
+$1,100,910 |
SEDG, ACWI, DK, EFV, RPV
|
13F-HR |
14 Nov 2019, 06:10 |
| Q2 2019 |
81 |
$81,584,000 |
+$11,387,288 |
-$44,872,781 |
-$33,485,493 |
SEDG, DK, MSGN, AAPL, ITMR
|
13F-HR |
15 Aug 2019, 16:29 |
| Q1 2019 |
71 |
$94,739,000 |
+$41,425,252 |
-$69,295,561 |
-$27,870,309 |
SEDG, TEVA, DK, MYL, MSGN
|
13F-HR |
13 May 2019, 06:08 |
| Q4 2018 |
57 |
$118,694,000 |
$0 |
$0 |
$0 |
TEVA, ITRN, CSTE, MLNX, SEDG
|
13F-HR |
12 Feb 2019, 07:38 |