§ 13F · FUND PROFILE
Noked Israel Ltd.
AUM · $970M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 826K | $394M | — | — |
| 2 | GOOG | ALPHABET INC | 691K | $244M | — | — |
| 3 | AMZN | AMAZON COM INC | 503K | $120M | — | — |
| 4 | SOXX | ISHARES TR | 175K | $112M | — | — |
| 5 | NVMI | NOVA LTD | 146K | $79M | — | — |
| 6 | GOOGL | ALPHABET INC | 21K | $8M | — | — |
| 7 | QQQ | INVESCO QQQ TR | 7K | $5M | — | — |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 5K | $4M | — | — |
| 9 | MSFT | MICROSOFT CORP | 7K | $2M | — | — |
| 10 | ODYS | ODYSIGHT AI INC | 201K | $836K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NOKED SIGNAL
AC read
Noked Israel Ltd is a Other fund managing $970 million in assets. The fund runs a focused portfolio of just 11 positions.
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