Noked Israel LTD Portfolio Holdings by Sector
Noked Israel LTD
- $436 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
MSFT WIX 2 stocks |
$166,256
39.09% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM 1 stocks |
$104,323
24.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$47,838
11.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$29,024
6.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
NVMI CAMT 2 stocks |
$26,308
6.18% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN GLBE 2 stocks |
$21,280
5.0% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$20,932
4.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
QQQ SPY 2 stocks |
$5,936
1.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA 1 stocks |
$3,222
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
XTLB 1 stocks |
$238
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|