Noked Israel Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Noked Israel Ltd reported 18 stock positions worth $457.7 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 17.6% of the portfolio, followed by Microsoft (MSFT, 15.8%) and Monday.com (MNDY, 11.7%). Compared with Q2 2024, it opened 6 new positions, sold out of 3, added to 5 and reduced 3. The biggest buy was a new position in Monday.com (MNDY) and the biggest sale an exit from Amazon.com (AMZN).
- Most Recent 13F
- Q2 2026
- Location
- Ramat Hasharon, L3
- CIK
- 0001767750
- Portfolio Value
- $457.7M (Q3 2024)
- SEC Filing
- 0001178913-24-003690 ↗ filed Nov 14, 2024
Holdings Value
Holdings 18 stocks · $457.7M
| TSM Taiwan Semiconductor-SP ADR | 17.56% | 462,800 | $80.4M | Add +17.1% |
| MSFT Microsoft Corp. | 15.79% | 168,000 | $72.3M | Add +21.7% |
| MNDY Monday.com Ltd. | 11.66% | 192,150 | $53.4M | New |
| WIX Wix.com Ltd. | 11.48% | 314,220 | $52.5M | Add +62.8% |
| TEVA Teva Pharmaceutical-SP ADR | 11.29% | 2,867,353 | $51.7M | Add +70.2% |
| META Meta Platforms Inc. Class A | 6.78% | 54,250 | $31.1M | No change |
| BKNG Booking Holdings Inc. | 4.14% | 4,500 | $19.0M | Reduce -13.5% |
| NVMI Nova Ltd. | 4.09% | 89,800 | $18.7M | New |
| GOOG Alphabet Inc. Class C | 4.02% | 110,000 | $18.4M | Reduce -54.2% |
| AAPL Apple Inc. | 2.82% | 55,450 | $12.9M | Reduce -7.9% |
| CAMT Camtek Ltd. | 2.60% | 149,200 | $11.9M | New |
| FLUT Flutter Entertainment PLC-Di | 2.59% | 50,000 | $11.9M | New |
| CRM Salesforce Inc. | 2.39% | 40,000 | $10.9M | Add +33.3% |
| GLBE Global-E Online Ltd. | 1.26% | 150,000 | $5.8M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 6,940 | $3.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.60% | 4,794 | $2.8M | No change |
| XTLB XTL Biopharmaceuticals Ltd. | 0.10% | 198,888 | $477K | No change |
| CAMTEK LTD | 0.08% | 300 | $357K | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| MNDY Monday.com Ltd. | New | 11.66% | +11.66 |
| NVMI Nova Ltd. | New | 4.09% | +4.09 |
| TEVA Teva Pharmaceutical-SP ADR | Add +70.2% | 11.29% | +3.73 |
| WIX Wix.com Ltd. | Add +62.8% | 11.48% | +3.00 |
| CAMT Camtek Ltd. | New | 2.60% | +2.60 |
| FLUT Flutter Entertainment PLC-Di | New | 2.59% | +2.59 |
| GLBE Global-E Online Ltd. | New | 1.26% | +1.26 |
| CRM Salesforce Inc. | Add +33.3% | 2.39% | +0.26 |
| CAMTEK LTD | New | 0.08% | +0.08 |
| MSFT Microsoft Corp. | Add +21.7% | 15.79% | −1.23 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.1% | 17.56% | −1.40 |
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 |