Q3 2024 |
18 |
$458M |
+$171M |
-$80.9M |
+$90M |
TSM, MSFT, MNDY, WIX, TEVA
|
13F-HR |
11/14/2024, 08:49 AM |
Q2 2024 |
15 |
$362M |
+$109M |
-$144M |
-$34.9M |
TSM, MSFT, GOOG, AMZN, WIX
|
13F-HR |
8/14/2024, 06:14 AM |
Q1 2024 |
22 |
$372M |
+$91.9M |
-$164M |
-$72.5M |
MSFT, GOOG, META, MNDY, CRM
|
13F-HR |
5/15/2024, 06:46 AM |
Q4 2023 |
31 |
$379M |
+$111M |
-$101M |
+$10.6M |
MSFT, MNDY, PANW, META, WIX
|
Restatement |
2/15/2024, 10:33 AM |
Q3 2023 |
28 |
$305M |
+$131M |
-$91.3M |
+$40.1M |
MSFT, MNDY, PANW, META, AAPL
|
13F-HR |
11/14/2023, 06:34 AM |
Q2 2023 |
35 |
$275M |
+$94.1M |
-$74.9M |
+$19.2M |
MSFT, MNDY, PANW, AAPL, RSP
|
13F-HR |
8/14/2023, 07:48 AM |
Q1 2023 |
22 |
$229M |
+$67.9M |
-$145M |
-$77.3M |
MSFT, MNDY, SQSP, PANW, AAPL
|
13F-HR |
5/15/2023, 07:47 AM |
Q4 2022 |
27 |
$261M |
+$44.7M |
-$198M |
-$153M |
SEDG, INMD, AAPL, MNDY, MSFT
|
13F-HR |
2/14/2023, 07:53 AM |
Q3 2022 |
48 |
$401M |
+$159M |
-$170M |
-$11.1M |
INMD, AAPL, MSFT, ENPH, PANW
|
Restatement |
12/27/2022, 07:11 AM |
Q2 2022 |
48 |
$431M |
+$195M |
-$41.9M |
+$153M |
SEDG, KWEB, ENPH, INMD, NICE
|
13F-HR |
8/12/2022, 06:04 AM |
Q1 2022 |
42 |
$329M |
+$181M |
-$192M |
-$10.4M |
SEDG, KWEB, MNDY, MSFT, HAYW
|
13F-HR |
5/13/2022, 06:04 AM |
Q4 2021 |
45 |
$403M |
+$163M |
-$164M |
-$984K |
HAYW, SEDG, TTWO, AMAT, META
|
13F-HR |
2/14/2022, 06:04 AM |
Q3 2021 |
46 |
$414M |
+$170M |
-$132M |
+$38M |
HAYW, AMAT, ONTO, KRNT, SEDG
|
13F-HR |
11/12/2021, 06:22 AM |
Q2 2021 |
35 |
$401M |
+$144M |
-$72.6M |
+$71.5M |
ONTO, HAYW, MU, KRNT, SQSP
|
13F-HR |
8/12/2021, 08:06 AM |
Q1 2021 |
33 |
$306M |
+$168M |
-$87.9M |
+$80.2M |
ONTO, MU, WIX, TSM, KRNT
|
13F-HR |
5/12/2021, 06:11 AM |
Q4 2020 |
27 |
$211M |
+$124M |
-$70.6M |
+$53.4M |
ONTO, INMD, KRNT, CEVA, ENPH
|
13F-HR |
2/12/2021, 06:03 AM |
Q3 2020 |
22 |
$134M |
+$54M |
-$67M |
-$13M |
FVRR, SEDG, CEVA, KRNT, MSFT
|
13F-HR |
11/13/2020, 06:02 AM |
Q2 2020 |
16 |
$117M |
+$44.8M |
-$7.23M |
+$37.5M |
TEVA, SEDG, CEVA, FVRR, RADA
|
13F-HR |
8/14/2020, 06:05 AM |
Q1 2020 |
14 |
$56M |
+$35.3M |
-$61.7M |
-$26.4M |
TEVA, SEDG, MSFT, RADA, NTR
|
Restatement |
5/27/2020, 06:06 AM |
Q4 2019 |
58 |
$89.1M |
+$38.9M |
-$51.4M |
-$12.5M |
SEDG, FVRR, MSFT, AAPL, CAMT
|
13F-HR |
2/14/2020, 05:55 PM |
Q3 2019 |
38 |
$95.1M |
+$37M |
-$35.9M |
+$1.1M |
SEDG, ACWI, DK, EFV, RPV
|
13F-HR |
11/14/2019, 06:12 AM |
Q2 2019 |
81 |
$81.6M |
+$11.4M |
-$44.9M |
-$33.5M |
SEDG, DK, MSGN, AAPL, ITMR
|
13F-HR |
8/15/2019, 04:31 PM |
Q1 2019 |
71 |
$94.7M |
+$41.4M |
-$69.3M |
-$27.9M |
SEDG, TEVA, DK, MYL, MSGN
|
13F-HR |
5/13/2019, 06:02 AM |
Q4 2018 |
57 |
$119M |
$0 |
$0 |
|
TEVA, ITRN, CSTE, MLNX, SEDG
|
13F-HR |
2/13/2019, 10:32 AM |