Filed: 2/14/2023ACC: 0001178913-23-000568
📋 What this filing means
NOKED ISRAEL LTD filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $261.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$261.5K
Total AUM (reported)
4.22M
Total Shares
Allocation by class
COM$127.2K48.6%
SHS$80.2K30.7%
CLASS A$17.8K6.8%
SPONSORED ADR$7.7K2.9%
CLOUD COMPUTNG$6.0K2.3%
CL A$5.7K2.2%
CL B NEW$4.1K1.6%
Portfolio Concentration
Top 3$106.0K40.5%
4–10$114.4K43.7%
11–25$40.8K15.6%
Rest$298.000.1%
Top 3 weight
40.5%
Top 10 weight
84.3%
Voting Authority Distribution
Total shares with voting rights: 4.22M
Sole
Full voting authority
4.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other27
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
SOLAREDGE TECHNOLOGIES INC
DFNDShares146.61K
TypeSH
Market value$41.5K
15.88%
Sole
146.61K
Shared
0.00
None
0.00
INMODE LTD
DFNDShares942.95K
TypeSH
Market value$33.7K
12.87%
Sole
942.95K
Shared
0.00
None
0.00
APPLE INC
DFNDShares237.25K
TypeSH
Market value$30.8K
11.79%
Sole
237.25K
Shared
0.00
None
0.00
MONDAY COM LTD
DFNDShares221.42K
TypeSH
Market value$27.0K
10.33%
Sole
221.42K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares89.52K
TypeSH
Market value$21.5K
8.21%
Sole
89.52K
Shared
0.00
None
0.00
ENPHASE ENERGY INC
DFNDShares72.72K
TypeSH
Market value$19.3K
7.37%
Sole
72.72K
Shared
0.00
None
0.00
SQUARESPACE INC
DFNDShares802.12K
TypeSH
Market value$17.8K
6.80%
Sole
802.12K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
DFNDShares521.70K
TypeSH
Market value$10.8K
4.12%
Sole
521.70K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
DFNDShares74.70K
TypeSH
Market value$10.4K
3.99%
Sole
74.70K
Shared
0.00
None
0.00
NICE LTD
DFNDShares40K
TypeSH
Market value$7.7K
2.94%
Sole
40K
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares98.65K
TypeSH
Market value$7.6K
2.90%
Sole
98.65K
Shared
0.00
None
0.00
WISDOMTREE TR
DFNDShares238.60K
TypeSH
Market value$6.0K
2.29%
Sole
238.60K
Shared
0.00
None
0.00
MONGODB INC
DFNDShares28.77K
TypeSH
Market value$5.7K
2.17%
Sole
28.77K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares13.36K
TypeSH
Market value$4.1K
1.58%
Sole
13.36K
Shared
0.00
None
0.00
NOVA LTD
DFNDShares44.28K
TypeSH
Market value$3.6K
1.38%
Sole
44.28K
Shared
0.00
None
0.00
PERION NETWORK LTD
DFNDShares85.57K
TypeSH
Market value$2.2K
0.83%
Sole
85.57K
Shared
0.00
None
0.00
SPDR SER TR
DFNDShares25.10K
TypeSH
Market value$2.1K
0.80%
Sole
25.10K
Shared
0.00
None
0.00
INVESCO QQQ TR
DFNDShares6.94K
TypeSH
Market value$1.8K
0.71%
Sole
6.94K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
DFNDShares4.79K
TypeSH
Market value$1.8K
0.70%
Sole
4.79K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares21.98K
TypeSH
Market value$1.6K
0.63%
Sole
21.98K
Shared
0.00
None
0.00
CAMTEK LTD
DFNDShares59.96K
TypeSH
Market value$1.3K
0.50%
Sole
59.96K
Shared
0.00
None
0.00
ICL GROUP LTD
DFNDShares164.88K
TypeSH
Market value$1.2K
0.46%
Sole
164.88K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
DFNDShares3.60K
TypeSH
Market value$1.0K
0.40%
Sole
3.60K
Shared
0.00
None
0.00
MONGODB INC
DFNDShares136.00
TypeSH
Market value$380.00
0.15%
Sole
136.00
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares436.00
TypeSH
Market value$314.00
0.12%
Sole
436.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SOLAREDGE TECHNOLOGIES INCDFND | COM | 146.61K | SH | $41.5K 15.88% | 146.61K | 0.00 | 0.00 |
INMODE LTDDFND | SHS | 942.95K | SH | $33.7K 12.87% | 942.95K | 0.00 | 0.00 |
APPLE INCDFND | COM | 237.25K | SH | $30.8K 11.79% | 237.25K | 0.00 | 0.00 |
MONDAY COM LTDDFND | SHS | 221.42K | SH | $27.0K 10.33% | 221.42K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 89.52K | SH | $21.5K 8.21% | 89.52K | 0.00 | 0.00 |
ENPHASE ENERGY INCDFND | COM | 72.72K | SH | $19.3K 7.37% | 72.72K | 0.00 | 0.00 |
SQUARESPACE INCDFND | CLASS A | 802.12K | SH | $17.8K 6.80% | 802.12K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDDFND | SHS | 521.70K | SH | $10.8K 4.12% | 521.70K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | COM | 74.70K | SH | $10.4K 3.99% | 74.70K | 0.00 | 0.00 |
NICE LTDDFND | SPONSORED ADR | 40K | SH | $7.7K 2.94% | 40K | 0.00 | 0.00 |
WIX COM LTDDFND | SHS | 98.65K | SH | $7.6K 2.90% | 98.65K | 0.00 | 0.00 |
WISDOMTREE TRDFND | CLOUD COMPUTNG | 238.60K | SH | $6.0K 2.29% | 238.60K | 0.00 | 0.00 |
MONGODB INCDFND | CL A | 28.77K | SH | $5.7K 2.17% | 28.77K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 13.36K | SH | $4.1K 1.58% | 13.36K | 0.00 | 0.00 |
NOVA LTDDFND | COM | 44.28K | SH | $3.6K 1.38% | 44.28K | 0.00 | 0.00 |
PERION NETWORK LTDDFND | SHS NEW | 85.57K | SH | $2.2K 0.83% | 85.57K | 0.00 | 0.00 |
SPDR SER TRDFND | S&P BIOTECH | 25.10K | SH | $2.1K 0.80% | 25.10K | 0.00 | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 6.94K | SH | $1.8K 0.71% | 6.94K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 4.79K | SH | $1.8K 0.70% | 4.79K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 21.98K | SH | $1.6K 0.63% | 21.98K | 0.00 | 0.00 |
CAMTEK LTDDFND | ORD | 59.96K | SH | $1.3K 0.50% | 59.96K | 0.00 | 0.00 |
ICL GROUP LTDDFND | SHS | 164.88K | SH | $1.2K 0.46% | 164.88K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDDFND | CALL | 3.60K | SH | $1.0K 0.40% | 3.60K | 0.00 | 0.00 |
MONGODB INCDFND | CALL | 136.00 | SH | $380.00 0.15% | 136.00 | 0.00 | 0.00 |
WIX COM LTDDFND | CALL | 436.00 | SH | $314.00 0.12% | 436.00 | 0.00 | 0.00 |
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