Filed: 8/3/2026ACC: 0001213900-26-084233
📋 What this filing means
YELIN LAPIDOT HOLDINGS MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $527.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$527.40M
Total AUM (reported)
12.66M
Total Shares
Allocation by class
SHS$148.35M28.1%
COM$109.10M20.7%
ST STR FINL ETF$34.12M6.5%
CAP STK CL A$27.05M5.1%
SHS NEW$26.62M5.0%
CL A$24.48M4.6%
TR UNIT$22.89M4.3%
Portfolio Concentration
Top 3$154.48M29.3%
4–10$139.56M26.5%
11–25$129.44M24.5%
Rest$103.92M19.7%
Top 3 weight
29.3%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 12.66M
Sole
Full voting authority
12.66M
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
Other85
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
ZIM INTEGRATED SHIPPING SERV
DFNDShares3.31M
TypeSH
Market value$86.03M
16.31%
Sole
3.31M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
DFNDShares988.63K
TypeSH
Market value$34.34M
6.51%
Sole
988.63K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares636.38K
TypeSH
Market value$34.12M
6.47%
Sole
636.38K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares75.70K
TypeSH
Market value$27.05M
5.13%
Sole
75.70K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
DFNDShares30.66K
TypeSH
Market value$22.89M
4.34%
Sole
30.66K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares39.49K
TypeSH
Market value$22.24M
4.22%
Sole
39.49K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares79.58K
TypeSH
Market value$18.97M
3.60%
Sole
79.58K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares48.41K
TypeSH
Market value$18.06M
3.42%
Sole
48.41K
Shared
0.00
None
0.00
SPDR SERIES TRUST
DFNDShares104.53K
TypeSH
Market value$16.54M
3.14%
Sole
104.53K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares11.96K
TypeSH
Market value$13.81M
2.62%
Sole
11.96K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
DFNDShares56.19K
TypeSH
Market value$11.96M
2.27%
Sole
56.19K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
DFNDShares352.58K
TypeSH
Market value$11.95M
2.26%
Sole
352.58K
Shared
0.00
None
0.00
ORMAT TECHNOLOGIES INC
DFNDShares106.17K
TypeSH
Market value$11.56M
2.19%
Sole
106.17K
Shared
0.00
None
0.00
MEDIWOUND LTD
DFNDShares758.17K
TypeSH
Market value$11.15M
2.11%
Sole
758.17K
Shared
0.00
None
0.00
GILAT SATELLITE NETWORKS LTD
DFNDShares645.55K
TypeSH
Market value$8.59M
1.63%
Sole
645.55K
Shared
0.00
None
0.00
NOVA LTD
DFNDShares15.44K
TypeSH
Market value$8.38M
1.59%
Sole
15.44K
Shared
0.00
None
0.00
ENLIGHT RENEWABLE ENERGY LTD
DFNDShares93.58K
TypeSH
Market value$8.33M
1.58%
Sole
93.58K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares10.72K
TypeSH
Market value$8.03M
1.52%
Sole
10.72K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
DFNDShares251.54K
TypeSH
Market value$7.98M
1.51%
Sole
251.54K
Shared
0.00
None
0.00
ELBIT SYS LTD
DFNDShares10.28K
TypeSH
Market value$7.80M
1.48%
Sole
10.28K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
DFNDShares24.82K
TypeSH
Market value$7.39M
1.40%
Sole
24.82K
Shared
0.00
None
0.00
INTERNATIONAL FLAVORS&FRAGRA
DFNDShares92K
TypeSH
Market value$7.29M
1.38%
Sole
92K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares69.32K
TypeSH
Market value$6.65M
1.26%
Sole
69.32K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
DFNDShares38.73K
TypeSH
Market value$6.58M
1.25%
Sole
38.73K
Shared
0.00
None
0.00
CAMTEK LTD
DFNDShares35.58K
TypeSH
Market value$5.80M
1.10%
Sole
35.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ZIM INTEGRATED SHIPPING SERVDFND | SHS | 3.31M | SH | $86.03M 16.31% | 3.31M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDDFND | SHS | 988.63K | SH | $34.34M 6.51% | 988.63K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | ST STR FINL ETF | 636.38K | SH | $34.12M 6.47% | 636.38K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 75.70K | SH | $27.05M 5.13% | 75.70K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 30.66K | SH | $22.89M 4.34% | 30.66K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 39.49K | SH | $22.24M 4.22% | 39.49K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 79.58K | SH | $18.97M 3.60% | 79.58K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 48.41K | SH | $18.06M 3.42% | 48.41K | 0.00 | 0.00 |
SPDR SERIES TRUSTDFND | ST STR SP BIOT | 104.53K | SH | $16.54M 3.14% | 104.53K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 11.96K | SH | $13.81M 2.62% | 11.96K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 56.19K | SH | $11.96M 2.27% | 56.19K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDDFND | SPONSORED ADS | 352.58K | SH | $11.95M 2.26% | 352.58K | 0.00 | 0.00 |
ORMAT TECHNOLOGIES INCDFND | COM | 106.17K | SH | $11.56M 2.19% | 106.17K | 0.00 | 0.00 |
MEDIWOUND LTDDFND | SHS NEW | 758.17K | SH | $11.15M 2.11% | 758.17K | 0.00 | 0.00 |
GILAT SATELLITE NETWORKS LTDDFND | SHS NEW | 645.55K | SH | $8.59M 1.63% | 645.55K | 0.00 | 0.00 |
NOVA LTDDFND | COM | 15.44K | SH | $8.38M 1.59% | 15.44K | 0.00 | 0.00 |
ENLIGHT RENEWABLE ENERGY LTDDFND | SHS | 93.58K | SH | $8.33M 1.58% | 93.58K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 10.72K | SH | $8.03M 1.52% | 10.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | US DIVIDEND EQ | 251.54K | SH | $7.98M 1.51% | 251.54K | 0.00 | 0.00 |
ELBIT SYS LTDDFND | ORD | 10.28K | SH | $7.80M 1.48% | 10.28K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCDFND | COM | 24.82K | SH | $7.39M 1.40% | 24.82K | 0.00 | 0.00 |
INTERNATIONAL FLAVORS&FRAGRADFND | COM | 92K | SH | $7.29M 1.38% | 92K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 69.32K | SH | $6.65M 1.26% | 69.32K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 38.73K | SH | $6.58M 1.25% | 38.73K | 0.00 | 0.00 |
CAMTEK LTDDFND | ORD | 35.58K | SH | $5.80M 1.10% | 35.58K | 0.00 | 0.00 |
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