Noked Israel Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Noked Israel Ltd reported 11 stock positions worth $969.9 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 40.7% of the portfolio, followed by Alphabet Class C (GOOG, 25.2%) and Amazon.com (AMZN, 12.4%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 3 and reduced 3. The biggest buy was Alphabet Class C (GOOG, shares +118%) and the biggest sale an exit from General Electric (GE).

Most Recent 13F
Q2 2026
Location
Ramat Hasharon, L3
CIK
0001767750
Portfolio Value
$969.9M (Q2 2026)
SEC Filing
0001178913-26-004112 ↗ filed Aug 13, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $372.1M Q1 2024 Q2 2024: $362.4M Q2 2024 Q3 2024: $457.7M Q3 2024 Q4 2024: $508.1M Q4 2024 Q1 2025: $436.2M Q1 2025 Q2 2025: $541.9M Q2 2025 Q3 2025: $638.6M Q3 2025 Q4 2025: $623.6M Q4 2025 Q1 2026: $676.9M Q1 2026 Q2 2026: $969.9M $969.9M Q2 2026

Holdings 11 stocks · $969.9M
TSM Taiwan Semiconductor-SP ADR 40.65% 825,650 $394.3M Reduce -9.3%
GOOG Alphabet Inc. Class C 25.19% 691,420 $244.3M Add +118.0%
AMZN Amazon.com Inc. 12.36% 503,130 $119.9M Add +322.5%
SOXX iShares Semiconductor ETF 11.57% 175,070 $112.2M Reduce -49.9%
NVMI Nova Ltd. 8.19% 146,387 $79.5M Add +24.1%
GOOGL Alphabet Inc. Class A 0.77% 21,000 $7.5M New
QQQ Invesco QQQ Trust Series 1 0.53% 6,940 $5.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.37% 4,794 $3.6M No change
MSFT Microsoft Corp. 0.25% 6,550 $2.4M Reduce -85.5%
ODYS Odysight.ai Inc. 0.09% 200,972 $836K No change
WILCF G. Willi-Food International 0.03% 7,996 $266K No change

Portfolio Sells Q1 2026 → Q2 2026
GE General Electric Sold out 0.00% −6.83
SOXX iShares Semiconductor ETF Reduce -49.9% 11.57% −5.38
TSM Taiwan Semiconductor-SP ADR Reduce -9.3% 40.65% −4.80
META Meta Platforms Inc. Class A Sold out 0.00% −2.33
MSFT Microsoft Corp. Reduce -85.5% 0.25% −2.22
XTLB XTL Biopharmaceuticals-ADR Sold out 0.00% −0.02

Portfolio Buys Q1 2026 → Q2 2026
GOOG Alphabet Inc. Class C Add +118.0% 25.19% +11.75
AMZN Amazon.com Inc. Add +322.5% 12.36% +8.70
GOOGL Alphabet Inc. Class A New 0.77% +0.77
NVMI Nova Ltd. Add +24.1% 8.19% +0.63

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$969.9MTSM, GOOG, AMZN, SOXX, NVMI
Q1 2026 13$676.9MTSM, SOXX, GOOG, NVMI, GE
Q4 2025 14$623.6MTSM, MSFT, GE, GOOG, NVMI
Q3 2025 14$638.6MTSM, MSFT, META, GE, NVMI
Q2 2025 12$541.9MMSFT, TSM, META, NVMI, AMAT
Q1 2025 15$436.2MTSM, MSFT, WIX, META, BKNG
Q4 2024 16$508.1MMSFT, TSM, TEVA, WIX, META
Q3 2024 18$457.7MTSM, MSFT, MNDY, WIX, TEVA
Q2 2024 15$362.4MTSM, MSFT, GOOG, AMZN, WIX
Q1 2024 22$372.1MMSFT, GOOG, META, MNDY, CRM