Yelin Lapidot Holdings Management Ltd.

Tel Aviv, L3 · CIK 1590495 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$527.4m reported value +9.8% vs Q1 2026

85positions

55.8%in top 10

6 new 8 added 26 reduced 4 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Yelin Lapidot Mutual Funds Management Ltd. – no 13F of its own this quarter
Yelin Lapidot Provident Funds Management Ltd. – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ZIM INTEGRATED SHIPPING SERV SHS ZIM	ZIM	3,308,773	$86.0m16.31%	16.31%	Added +40.0k	+40,000 1.2%
2	GLOBAL E ONLINE LTD SHS GLBE	GLBE	988,629	$34.3m6.51%	6.51%	Added +141.8k	+141,800 16.7%
3	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	636,382	$34.1m6.47%	6.47%	Reduced -129.4k	-129,382 -16.9%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	75,704	$27.1m5.13%	5.13%	Reduced -4	-4 -0.0%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	30,656	$22.9m4.34%	4.34%	Unchanged
6	META PLATFORMS INC CL A META	META	39,487	$22.2m4.22%	4.22%	Added +7.9k	+7,887 25.0%
7	AMAZON COM INC COM AMZN	AMZN	79,575	$19.0m3.60%	3.60%	Unchanged
8	MICROSOFT CORP COM MSFT	MSFT	48,411	$18.1m3.42%	3.42%	Added +4.8k	+4,848 11.1%
9	SPDR SER TR S&P BIOTECH XBI	XBI	104,532	$16.5m3.14%	3.14%	Unchanged
10	MICRON TECHNOLOGY INC COM MU	MU	11,960	$13.8m2.62%	2.62%	Reduced -3.3k	-3,325 -21.8%
11	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	56,190	$12.0m2.27%	2.27%	Unchanged
12	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		352,579	$11.9m2.26%	2.26%	Reduced -2.1k	-2,125 -0.6%
13	ORMAT TECHNOLOGIES INC COM ORA	ORA	106,175	$11.6m2.19%	2.19%	Unchanged
14	MEDIWOUND LTD SHS NEW MDWD	MDWD	758,169	$11.1m2.11%	2.11%	Reduced -4.6k	-4,648 -0.6%
15	GILAT SATELLITE NETWORKS LTD SHS NEW GILT	GILT	645,549	$8.6m1.63%	1.63%	Unchanged
16	NOVA LTD COM NVMI	NVMI	15,441	$8.4m1.59%	1.59%	Unchanged
17	ENLIGHT RENEWABLE ENERGY LTD SHS ENLT	ENLT	93,583	$8.3m1.58%	1.58%	Reduced -28.7k	-28,700 -23.5%
18	ISHARES TR CORE S&P500 ETF IVV	IVV	10,721	$8.0m1.52%	1.52%	Added +235	+235 2.2%
19	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	251,541	$8.0m1.51%	1.51%	Unchanged
20	ELBIT SYS LTD ORD ESLT	ESLT	10,281	$7.8m1.48%	1.48%	Unchanged
21	MARVELL TECHNOLOGY INC COM MRVL	MRVL	24,824	$7.4m1.40%	1.40%	Unchanged
22	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	92,004	$7.3m1.38%	1.38%	Reduced -36.2k	-36,230 -28.2%
23	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	69,320	$6.7m1.26%	1.26%	Unchanged
24	ARISTA NETWORKS INC COM SHS ANET	ANET	38,733	$6.6m1.25%	1.25%	Reduced -4	-4 -0.0%
25	CAMTEK LTD ORD CAMT	CAMT	35,577	$5.8m1.10%	1.10%	Unchanged
26	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	30,460	$5.8m1.10%	1.10%	Unchanged
27	RADCOM LTD SHS NEW RDCM	RDCM	404,595	$5.7m1.08%	1.08%	Unchanged
28	INMODE LTD SHS INMD	INMD	373,250	$5.5m1.03%	1.03%	Reduced -13.8k	-13,755 -3.5%
29	PFIZER INC COM PFE	PFE	215,000	$5.2m0.98%	0.98%	Unchanged
30	SHARKNINJA INC COM SHS SN	SN	32,650	$5.0m0.94%	0.94%	Unchanged
31	GSK PLC SPONSORED ADR GSK	GSK	88,500	$4.6m0.88%	0.88%	Unchanged
32	TABOOLA.COM LTD ORD SHS TBLA	TBLA	768,731	$3.8m0.73%	0.73%	Unchanged
33	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	12,500	$3.5m0.67%	0.67%	Unchanged
34	ELLOMAY CAPITAL LIMITED SHS ELLO	ELLO	190,087	$3.5m0.67%	0.67%	Reduced -3.5k	-3,478 -1.8%
35	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,238	$3.1m0.59%	0.59%	Unchanged
36	NVIDIA CORPORATION COM NVDA	NVDA	15,054	$3.0m0.57%	0.57%	Reduced -3.0k	-3,012 -16.7%
37	ICL GROUP LTD SHS ICL	ICL	536,410	$2.7m0.51%	0.51%	Reduced -1.0k	-1,047 -0.2%
38	INTEL CORP COM INTC	INTC	18,650	$2.6m0.49%	0.49%	Unchanged
39	NICE LTD SPONSORED ADR NICE	NICE	27,096	$2.5m0.47%	0.47%	Added +700	+700 2.6%
40	ELTEK LTD SHS ELTK	ELTK	252,682	$2.4m0.46%	0.46%	Unchanged
41	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	18,850	$2.3m0.43%	0.43%	Unchanged
42	ZOOM COMMUNICATIONS INC CL A ZM	ZM	25,900	$2.2m0.42%	0.42%	Unchanged
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,450	$2.2m0.42%	0.42%	Unchanged
44	SILICOM LTD ORD SILC	SILC	44,537	$2.1m0.40%	0.40%	Reduced -29.2k	-29,228 -39.6%
45	ALLOT LTD SHS ALLT	ALLT	225,943	$2.0m0.38%	0.38%	Unchanged
46	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	23,010	$2.0m0.38%	0.38%	Unchanged
47	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	57,120	$1.9m0.37%	0.37%	Unchanged
48	PERRIGO CO PLC SHS PRGO	PRGO	170,000	$1.8m0.33%	0.33%	Unchanged
49	QXO INC COM NEW QXO	QXO	100,000	$1.7m0.33%	0.33%	New
50	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	12,707	$1.7m0.32%	0.32%	Reduced -6	-6 -0.1%
51	SIMON PPTY GROUP INC NEW COM SPG	SPG	7,150	$1.6m0.30%	0.30%	Unchanged
52	CISCO SYS INC COM CSCO	CSCO	13,111	$1.5m0.29%	0.29%	Reduced -33	-33 -0.2%
53	SELECT SECTOR SPDR TR INDL XLI	XLI	8,000	$1.5m0.28%	0.28%	Unchanged
54	KKR & CO INC COM KKR	KKR	14,827	$1.4m0.26%	0.26%	Unchanged
55	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	8,540	$1.4m0.26%	0.26%	Unchanged
56	HARMONY BIOSCIENCES HLDGS IN COM HRMY	HRMY	35,887	$1.3m0.25%	0.25%	Unchanged
57	LOWES COS INC COM LOW	LOW	5,900	$1.3m0.25%	0.25%	Unchanged
58	KORNIT DIGITAL LTD SHS KRNT	KRNT	76,440	$1.2m0.24%	0.24%	Reduced -26.6k	-26,588 -25.8%
59	BROADCOM INC COM AVGO	AVGO	3,229	$1.2m0.23%	0.23%	Added +499	+499 18.3%
60	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	3,406	$1.0m0.20%	0.20%	New
61	COGNYTE SOFTWARE LTD ORD SHS CGNT	CGNT	104,944	$921.4k0.17%	0.17%	Added +4.0k	+3,965 3.9%
62	CF INDS HLDGS INC COM CF	CF	8,000	$866.1k0.16%	0.16%	New
63	ODYSIGHT AI INC COM NEW ODYS	ODYS	205,629	$855.4k0.16%	0.16%	Reduced -4.5k	-4,482 -2.1%
64	GE AEROSPACE COM NEW GE	GE	2,137	$798.7k0.15%	0.15%	Unchanged
65	SOL-GEL TECHNOLOGIES LTD SHS NEW SLGL	SLGL	10,384	$769.9k0.15%	0.15%	Reduced -7.4k	-7,369 -41.5%
66	VISA INC COM CL A V	V	2,220	$761.7k0.14%	0.14%	Reduced -4	-4 -0.2%
67	GE VERNOVA INC COM GEV	GEV	534	$627.4k0.12%	0.12%	Unchanged
68	COMPUGEN LTD ORD CGEN	CGEN	281,983	$603.4k0.11%	0.11%	Reduced -36.9k	-36,869 -11.6%
69	WIX COM LTD SHS WIX	WIX	13,251	$601.2k0.11%	0.11%	Unchanged
70	CORPAY INC COM SHS CPAY	CPAY	1,500	$499.9k0.09%	0.09%	Unchanged
71	JEFFERIES FINL GROUP INC COM JEF	JEF	8,652	$432.4k0.08%	0.08%	Unchanged
72	NVR INC COM NVR	NVR	63	$429.2k0.08%	0.08%	Unchanged
73	DIGITAL RLTY TR INC COM DLR	DLR	2,300	$413.0k0.08%	0.08%	Unchanged
74	PENNANTPARK FLOATING RATE CA COM PFLT	PFLT	54,927	$410.9k0.08%	0.08%	Reduced -19.5k	-19,500 -26.2%
75	PERION NETWORK LTD SHS NEW PERI	PERI	42,084	$408.6k0.08%	0.08%	Unchanged
76	ARVINAS INC COM ARVN	ARVN	46,665	$387.8k0.07%	0.07%	Unchanged
77	ISHARES INC MSCI WORLD ETF URTH	URTH	1,436	$291.0k0.06%	0.06%	New
78	DISNEY WALT CO COM DIS	DIS	2,500	$240.6k0.05%	0.05%	Unchanged
79	ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR BUD	BUD	2,780	$229.1k0.04%	0.04%	New
80	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,231	$221.5k0.04%	0.04%	Reduced -748	-748 -12.5%
81	T-MOBILE US INC COM TMUS	TMUS	1,297	$217.5k0.04%	0.04%	Reduced -46	-46 -3.4%
82	UNITED PARCEL SERVICE INC CL B UPS	UPS	1,995	$214.5k0.04%	0.04%	New
83	AT&T INC COM T	T	10,234	$211.8k0.04%	0.04%	Reduced -629	-629 -5.8%
84	CAESARSTONE LTD ORD SHS CSTE	CSTE	53,287	$111.9k0.02%	0.02%	Reduced -12.8k	-12,755 -19.3%
85	OUTBRAIN INC COM TEAD	TEAD	79,959	$61.3k0.01%	0.01%	Reduced -16.7k	-16,684 -17.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SYNDAX PHARMACEUTICALS INC SNDX	SNDX	96,297	$2.2m96.3k shares
WILLIAMS COS INC WMB	WMB	3,023	$220.0k3.0k shares
AMERICAN TOWER CORP NEW AMT	AMT	1,256	$216.8k1.3k shares
AUDIOCODES LTD AUDC	AUDC	20,113	$169.2k20.1k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
GILAT SATELLITE NETWORKS LTD GILT · 13G · filed 2026-02-05	GILT	7.1%≈ $68.9m	+1.7 pts	13G	2026-02-05
MEDIWOUND LTD MDWD · 13G · filed 2026-02-05	MDWD	6.0%≈ $11.2m		13G	2026-02-05
KENON HLDGS LTD KEN · 13G · filed 2025-02-11	KEN	5.0%≈ $177.0m	new	13G	2025-02-11