Noked Israel Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Noked Israel Ltd reported 22 stock positions worth $372.1 million. Its top holding was Microsoft (MSFT) at 18.1% of the portfolio, followed by Alphabet Class C (GOOG, 11.5%) and Meta Platforms Class A (META, 8.7%). Compared with Q4 2023, it opened 1 new position, sold out of 10, added to 7 and reduced 11. The biggest buy was Alphabet Class C (GOOG, shares +435%) and the biggest sale Palo Alto Networks (PANW, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Hasharon, L3
- CIK
- 0001767750
- Portfolio Value
- $372.1M (Q1 2024)
- SEC Filing
- 0001178913-24-001715 ↗ filed May 15, 2024
Holdings Value
Holdings 22 stocks · $372.1M
| MSFT Microsoft Corp. | 18.09% | 160,000 | $67.3M | Add +20.9% |
| GOOG Alphabet Inc. Class C | 11.47% | 280,200 | $42.7M | Add +435.2% |
| META Meta Platforms Inc. Class A | 8.72% | 66,800 | $32.4M | Reduce -14.9% |
| MNDY Monday.com Ltd. | 7.01% | 115,500 | $26.1M | Reduce -40.5% |
| CRM Salesforce Inc. | 6.72% | 83,000 | $25.0M | Add +76.6% |
| BKNG Booking Holdings Inc. | 6.44% | 6,600 | $23.9M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 5.92% | 122,200 | $22.0M | Reduce -18.5% |
| TEVA PHARMACEUTICAL INDS LTD | 5.63% | 1,485,000 | $21.0M | Add +33650.0% |
| TSM Taiwan Semiconductor-SP ADR | 5.05% | 138,000 | $18.8M | New |
| CYBR Cyberark Software Ltd./Israel | 4.74% | 66,400 | $17.6M | Reduce -24.8% |
| WIX Wix.com Ltd. | 4.40% | 119,150 | $16.4M | Reduce -40.5% |
| SQSP Squarespace Inc. Class A | 3.34% | 341,500 | $12.4M | Add +1266.0% |
| NVDA Nvidia Corp. | 3.26% | 13,415 | $12.1M | Reduce -1.0% |
| AAPL Apple Inc. | 2.54% | 55,200 | $9.5M | Reduce -31.2% |
| IBKR Interactive Brokers Gro Class A | 1.80% | 60,000 | $6.7M | Add +50.0% |
| GLBE Global-E Online Ltd. | 1.47% | 150,002 | $5.5M | Reduce -64.1% |
| GOOGL Alphabet Inc. Class A | 1.18% | 29,000 | $4.4M | Add +96.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 6,940 | $3.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 4,794 | $2.5M | No change |
| CAMT Camtek Ltd. | 0.34% | 15,000 | $1.3M | Reduce -93.9% |
| PANW Palo Alto Networks Inc. | 0.24% | 3,100 | $881K | Reduce -97.4% |
| XTLB XTL Biopharmaceuticals Ltd. | 0.15% | 198,888 | $559K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| PANW Palo Alto Networks Inc. | Reduce -97.4% | 0.24% | −8.91 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −5.41 |
| CAMT Camtek Ltd. | Reduce -93.9% | 0.34% | −4.15 |
| NVMI Nova Ltd. | Sold out | 0.00% | −3.26 |
| GLBE Global-E Online Ltd. | Reduce -64.1% | 1.47% | −2.90 |
| MNDY Monday.com Ltd. | Reduce -40.5% | 7.01% | −2.61 |
| WIX Wix.com Ltd. | Reduce -40.5% | 4.40% | −2.10 |
| AAPL Apple Inc. | Reduce -31.2% | 2.54% | −1.53 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −1.16 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −1.09 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.83 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.79 |
| QQQJ Invesco Nasdaq Next Gen 100 | Sold out | 0.00% | −0.71 |
| CYBR Cyberark Software Ltd./Israel | Reduce -24.8% | 4.74% | −0.36 |
| SEDG Solaredge Technologies Inc. | Sold out | 0.00% | −0.25 |
| INVZ Innoviz Technologies Ltd. | Sold out | 0.00% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -18.5% | 5.92% | −0.09 |
| SAVE FOODS INC | Sold out | 0.00% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -3.9% | 6.44% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -14.9% | 8.72% | +1.38 |
| NVDA Nvidia Corp. | Reduce -1.0% | 3.26% | +1.49 |
Portfolio Buys Q4 2023 → Q1 2024
| GOOG Alphabet Inc. Class C | Add +435.2% | 11.47% | +9.52 |
| TEVA PHARMACEUTICAL INDS LTD | Add +33650.0% | 5.63% | +5.56 |
| TSM Taiwan Semiconductor-SP ADR | New | 5.05% | +5.05 |
| MSFT Microsoft Corp. | Add +20.9% | 18.09% | +4.97 |
| CRM Salesforce Inc. | Add +76.6% | 6.72% | +3.46 |
| SQSP Squarespace Inc. Class A | Add +1266.0% | 3.34% | +3.13 |
| IBKR Interactive Brokers Gro Class A | Add +50.0% | 1.80% | +0.93 |
| GOOGL Alphabet Inc. Class A | Add +96.0% | 1.18% | +0.63 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $969.9M | TSM, GOOG, AMZN, SOXX, NVMI |
| Q1 2026 | 13 | $676.9M | TSM, SOXX, GOOG, NVMI, GE |
| Q4 2025 | 14 | $623.6M | TSM, MSFT, GE, GOOG, NVMI |
| Q3 2025 | 14 | $638.6M | TSM, MSFT, META, GE, NVMI |
| Q2 2025 | 12 | $541.9M | MSFT, TSM, META, NVMI, AMAT |
| Q1 2025 | 15 | $436.2M | TSM, MSFT, WIX, META, BKNG |
| Q4 2024 | 16 | $508.1M | MSFT, TSM, TEVA, WIX, META |
| Q3 2024 | 18 | $457.7M | TSM, MSFT, MNDY, WIX, TEVA |
| Q2 2024 | 15 | $362.4M | TSM, MSFT, GOOG, AMZN, WIX |
| Q1 2024 | 22 | $372.1M | MSFT, GOOG, META, MNDY, CRM |