Filed: 10/26/2026ACC: 0001213900-26-112388
๐ What this filing means
YELIN LAPIDOT HOLDINGS MANAGEMENT LTD. filed this quarterly 13FโHR report disclosing 91 equity positions with a total reported market value of $549.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$549.04M
Total AUM (reported)
12.16M
Total Shares
Allocation by class
SHS$166.83M30.4%
COM$114.52M20.9%
CL A$35.37M6.4%
ST STR FINL ETF$33.98M6.2%
CAP STK CL A$25.27M4.6%
TR UNIT$22.90M4.2%
SHS NEW$22.17M4.0%
Portfolio Concentration
Top 3$170.65M31.1%
4โ10$154.46M28.1%
11โ25$117.86M21.5%
Rest$106.07M19.3%
Top 3 weight
31.1%
Top 10 weight
59.2%
Voting Authority Distribution
Total shares with voting rights: 12.16M
Sole
Full voting authority
12.16M
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
Other91
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings91
Rows:
ZIM INTEGRATED SHIPPING SERV
DFNDShares3.35M
TypeSH
Market value$98.29M
17.90%
Sole
3.35M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
DFNDShares965.86K
TypeSH
Market value$38.37M
6.99%
Sole
965.86K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares636.38K
TypeSH
Market value$33.98M
6.19%
Sole
636.38K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares45.53K
TypeSH
Market value$33.02M
6.01%
Sole
45.53K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares73.44K
TypeSH
Market value$25.27M
4.60%
Sole
73.44K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares48.15K
TypeSH
Market value$24.69M
4.50%
Sole
48.15K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
DFNDShares30.02K
TypeSH
Market value$22.90M
4.17%
Sole
30.02K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares81.92K
TypeSH
Market value$20.41M
3.72%
Sole
81.92K
Shared
0.00
None
0.00
SPDR SERIES TRUST
DFNDShares104.53K
TypeSH
Market value$16.48M
3.00%
Sole
104.53K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
DFNDShares56.19K
TypeSH
Market value$11.69M
2.13%
Sole
56.19K
Shared
0.00
None
0.00
MEDIWOUND LTD
DFNDShares758.17K
TypeSH
Market value$10.44M
1.90%
Sole
758.17K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares9.79K
TypeSH
Market value$10.43M
1.90%
Sole
9.79K
Shared
0.00
None
0.00
ORMAT TECHNOLOGIES INC
DFNDShares107.17K
TypeSH
Market value$9.81M
1.79%
Sole
107.17K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
DFNDShares242.65K
TypeSH
Market value$9.61M
1.75%
Sole
242.65K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares10.77K
TypeSH
Market value$8.25M
1.50%
Sole
10.77K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
DFNDShares251.54K
TypeSH
Market value$8.18M
1.49%
Sole
251.54K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
DFNDShares38.73K
TypeSH
Market value$7.89M
1.44%
Sole
38.73K
Shared
0.00
None
0.00
INTERNATIONAL FLAVORS&FRAGRA
DFNDShares92K
TypeSH
Market value$7.68M
1.40%
Sole
92K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares69.32K
TypeSH
Market value$7.45M
1.36%
Sole
69.32K
Shared
0.00
None
0.00
ELBIT SYS LTD
DFNDShares10.28K
TypeSH
Market value$7.01M
1.28%
Sole
10.28K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
DFNDShares24.82K
TypeSH
Market value$6.56M
1.19%
Sole
24.82K
Shared
0.00
None
0.00
GILAT SATELLITE NETWORKS LTD
DFNDShares660.22K
TypeSH
Market value$6.52M
1.19%
Sole
660.22K
Shared
0.00
None
0.00
PFIZER INC
DFNDShares215K
TypeSH
Market value$6.13M
1.12%
Sole
215K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares30.46K
TypeSH
Market value$5.96M
1.09%
Sole
30.46K
Shared
0.00
None
0.00
NOVA LTD
DFNDShares15.44K
TypeSH
Market value$5.95M
1.08%
Sole
15.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ZIM INTEGRATED SHIPPING SERVDFND | SHS | 3.35M | SH | $98.29M 17.90% | 3.35M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDDFND | SHS | 965.86K | SH | $38.37M 6.99% | 965.86K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | ST STR FINL ETF | 636.38K | SH | $33.98M 6.19% | 636.38K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 45.53K | SH | $33.02M 6.01% | 45.53K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 73.44K | SH | $25.27M 4.60% | 73.44K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 48.15K | SH | $24.69M 4.50% | 48.15K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 30.02K | SH | $22.90M 4.17% | 30.02K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 81.92K | SH | $20.41M 3.72% | 81.92K | 0.00 | 0.00 |
SPDR SERIES TRUSTDFND | ST STR SP BIOT | 104.53K | SH | $16.48M 3.00% | 104.53K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 56.19K | SH | $11.69M 2.13% | 56.19K | 0.00 | 0.00 |
MEDIWOUND LTDDFND | SHS NEW | 758.17K | SH | $10.44M 1.90% | 758.17K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 9.79K | SH | $10.43M 1.90% | 9.79K | 0.00 | 0.00 |
ORMAT TECHNOLOGIES INCDFND | COM | 107.17K | SH | $9.81M 1.79% | 107.17K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDDFND | SHS | 242.65K | SH | $9.61M 1.75% | 242.65K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 10.77K | SH | $8.25M 1.50% | 10.77K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | US DIVIDEND EQ | 251.54K | SH | $8.18M 1.49% | 251.54K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 38.73K | SH | $7.89M 1.44% | 38.73K | 0.00 | 0.00 |
INTERNATIONAL FLAVORS&FRAGRADFND | COM | 92K | SH | $7.68M 1.40% | 92K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 69.32K | SH | $7.45M 1.36% | 69.32K | 0.00 | 0.00 |
ELBIT SYS LTDDFND | ORD | 10.28K | SH | $7.01M 1.28% | 10.28K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCDFND | COM | 24.82K | SH | $6.56M 1.19% | 24.82K | 0.00 | 0.00 |
GILAT SATELLITE NETWORKS LTDDFND | SHS NEW | 660.22K | SH | $6.52M 1.19% | 660.22K | 0.00 | 0.00 |
PFIZER INCDFND | COM | 215K | SH | $6.13M 1.12% | 215K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | ST STR TECHN ETF | 30.46K | SH | $5.96M 1.09% | 30.46K | 0.00 | 0.00 |
NOVA LTDDFND | COM | 15.44K | SH | $5.95M 1.08% | 15.44K | 0.00 | 0.00 |
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