Noked Israel Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Noked Israel Ltd reported 15 stock positions worth $362.4 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 19.0% of the portfolio, followed by Microsoft (MSFT, 17.0%) and Alphabet Class C (GOOG, 12.2%). Compared with Q1 2024, it opened 2 new positions, sold out of 9, added to 5 and reduced 5. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +186%) and the biggest sale an exit from Monday.com (MNDY).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Hasharon, L3
- CIK
- 0001767750
- Portfolio Value
- $362.4M (Q2 2024)
- SEC Filing
- 0001178913-24-002582 ↗ filed Aug 14, 2024
Holdings Value
Holdings 15 stocks · $362.4M
| TSM Taiwan Semiconductor-SP ADR | 18.96% | 395,300 | $68.7M | Add +186.4% |
| MSFT Microsoft Corp. | 17.02% | 138,000 | $61.7M | Reduce -13.8% |
| GOOG Alphabet Inc. Class C | 12.16% | 240,200 | $44.1M | Reduce -14.3% |
| AMZN Amazon.com Inc. | 11.16% | 209,200 | $40.4M | Add +71.2% |
| WIX Wix.com Ltd. | 8.47% | 193,000 | $30.7M | Add +62.0% |
| TEVA Teva Pharmaceutical-SP ADR | 7.56% | 1,685,000 | $27.4M | New |
| META Meta Platforms Inc. Class A | 7.55% | 54,250 | $27.4M | Reduce -18.8% |
| BKNG Booking Holdings Inc. | 5.68% | 5,200 | $20.6M | Reduce -21.2% |
| IBKR Interactive Brokers Gro Class A | 3.89% | 115,000 | $14.1M | Add +91.7% |
| AAPL Apple Inc. | 3.50% | 60,200 | $12.7M | Add +9.1% |
| CRM Salesforce Inc. | 2.13% | 30,000 | $7.7M | Reduce -63.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.92% | 6,940 | $3.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.72% | 4,794 | $2.6M | No change |
| WIX COM LTD | 0.15% | 130 | $551K | New |
| XTLB XTL Biopharmaceuticals Ltd. | 0.13% | 198,888 | $483K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| MNDY Monday.com Ltd. | Sold out | 0.00% | −7.01 |
| TEVA PHARMACEUTICAL INDS LTD | Sold out | 0.00% | −5.63 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −4.74 |
| CRM Salesforce Inc. | Reduce -63.9% | 2.13% | −4.59 |
| SQSP Squarespace Inc. Class A | Sold out | 0.00% | −3.34 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −3.26 |
| GLBE Global-E Online Ltd. | Sold out | 0.00% | −1.47 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.18 |
| META Meta Platforms Inc. Class A | Reduce -18.8% | 7.55% | −1.17 |
| MSFT Microsoft Corp. | Reduce -13.8% | 17.02% | −1.07 |
| BKNG Booking Holdings Inc. | Reduce -21.2% | 5.68% | −0.75 |
| CAMT Camtek Ltd. | Sold out | 0.00% | −0.34 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.24 |
| GOOG Alphabet Inc. Class C | Reduce -14.3% | 12.16% | +0.69 |
Portfolio Buys Q1 2024 → Q2 2024
| TSM Taiwan Semiconductor-SP ADR | Add +186.4% | 18.96% | +13.91 |
| TEVA Teva Pharmaceutical-SP ADR | New | 7.56% | +7.56 |
| AMZN Amazon.com Inc. | Add +71.2% | 11.16% | +5.23 |
| WIX Wix.com Ltd. | Add +62.0% | 8.47% | +4.07 |
| IBKR Interactive Brokers Gro Class A | Add +91.7% | 3.89% | +2.09 |
| AAPL Apple Inc. | Add +9.1% | 3.50% | +0.95 |
| WIX COM LTD | New | 0.15% | +0.15 |
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 |