AiSiWhale

AI & tech investing

Noked Israel Ltd

CIK 1767750

13F filing for Q2 2026・No. 2,637

Holdings
US$969.92M
Quarter change
+US$292.99M
Entries
11
Net bought (estimate)
+US$130.09M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 1
  • Sold out 3
  • Cut 2
  • Added 4
  • Corporate actions 0
  • Unchanged 4

Largest holdings

11 stocks worth US$969.92M, options and bonds left out.

StockThis quarterValueWeight
TSMTSMC ADRSPONSORED ADSCutUS$394.31M40.65%
GOOGALPHABET INCCAP STK CL CAddedUS$244.3M25.19%
AMZNAmazonCOMAddedUS$119.92M12.36%
ISHARES TRISHARES SEMICDTRAddedSplit 1:2US$112.18M11.57%
NVMINOVA LTDCOMAddedUS$79.48M8.19%
GOOGLAlphabetCAP STK CL ANewUS$7.5M0.77%
QQQInvesco QQQUNIT SER 1UnchangedUS$5.11M0.53%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITUnchangedUS$3.58M0.37%
MSFTMicrosoftCOMCutUS$2.44M0.25%
ODYSIGHT AI INCCOM NEWUnchangedUS$836.04K0.09%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.