Noked Israel Ltd reported 6 positions worth $847.95M for the quarter ended Jun 30, 2026, up 53.2% on the prior quarter. It opened 1 new position, added to 3, trimmed 2 and exited 2. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd at 46.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GOOGL Alphabet Inc. | +21.0K | $7.50M | 0.885% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 825.7K | $394.31M | 46.5% | -84.7K | -9.3% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 691.4K | $244.30M | 28.81% | +374.2K | +118.0% | Added | 0.01% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 503.1K | $119.92M | 14.14% | +384.1K | +322.5% | Added | 0% |
| 4 | NVMI Nova Ltd. | Technology | 146.4K | $79.48M | 9.37% | +28.4K | +24.1% | Added | 0.49% |
| 5 | GOOGL Alphabet Inc. | Technology | 21.0K | $7.50M | 0.885% | +21.0K | – | New | 0% |
| 6 | MSFT Microsoft Corp | Technology | 6,550 | $2.44M | 0.288% | -38.6K | -85.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Noked Israel.
As of its Q2 2026 13F filing, Noked Israel Ltd’s five largest positions were Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 46.5%, Alphabet Inc. (GOOG) at 28.8%, Amazon Com Inc (AMZN) at 14.1%, Nova Ltd. (NVMI) at 9.4%, Alphabet Inc. (GOOGL) at 0.9% of the reported portfolio.
Noked Israel Ltd reported a 13F portfolio worth $847.95M across 6 positions for Q2 2026. That is up 53.2% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($132.22M), Amazon Com Inc ($91.53M), Nova Ltd. ($15.42M). It opened 1 new positions.
Its largest sales by value were General Electric Co ($46.20M), Taiwan Semiconductor Manufacturing Co Ltd ($40.45M), Meta Platforms, Inc. ($15.76M). It exited 2 positions entirely.
From the Form 13F-HR reports Noked Israel Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.