Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

Tel Aviv, L3 · CIK 1639753 · 13F filing filed 2026-08-05

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.

$2.4bn reported value +59.6% vs Q1 2026

73positions

43.9%in top 10

26 new 10 added 10 reduced 8 sold out vs Q1 2026

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	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	291,807	$215.1m8.83%	8.83%	Added +16.0k	+16,031 5.8%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	277,519	$207.8m8.53%	8.53%	Added +31.5k	+31,537 12.8%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	244,172	$168.1m6.90%	6.90%	New
4	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		2,912,281	$98.7m4.05%	4.05%	New
5	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	1,436,292	$77.0m3.16%	3.16%	Unchanged
6	PALO ALTO NETWORKS INC COM PANW	PANW	221,469	$75.5m3.10%	3.10%	New
7	AMAZON COM INC COM AMZN	AMZN	249,984	$59.6m2.45%	2.45%	Reduced -35.7k	-35,720 -12.5%
8	ISHARES TR EXPANDED TECH IGV	IGV	633,902	$57.4m2.36%	2.36%	New
9	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	84,287	$55.3m2.27%	2.27%	Reduced -29.8k	-29,754 -26.1%
10	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	111,924	$53.6m2.20%	2.20%	New
11	META PLATFORMS INC CL A META	META	93,642	$52.7m2.17%	2.17%	Reduced -4.8k	-4,837 -4.9%
12	GE VERNOVA INC COM GEV	GEV	44,577	$52.4m2.15%	2.15%	Added +18.5k	+18,491 70.9%
13	SELECT SECTOR SPDR TR INDL XLI	XLI	263,992	$48.9m2.01%	2.01%	Reduced -98.8k	-98,782 -27.2%
14	ISHARES TR MSCI AC ASIA ETF AAXJ	AAXJ	397,864	$47.5m1.95%	1.95%	New
15	MICROSOFT CORP COM MSFT	MSFT	115,748	$43.2m1.77%	1.77%	New
16	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	269,341	$42.7m1.75%	1.75%	Unchanged
17	WISDOMTREE TR INDIA ERNGS FD EPI	EPI	987,040	$42.2m1.73%	1.73%	Unchanged
18	NVIDIA CORPORATION COM NVDA	NVDA	195,532	$39.1m1.61%	1.61%	Reduced -48.0k	-47,975 -19.7%
19	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	647,770	$38.2m1.57%	1.57%	Unchanged
20	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	187,346	$35.7m1.47%	1.47%	Unchanged
21	SOLAREDGE TECHNOLOGIES INC COM SEDG	SEDG	556,585	$32.5m1.34%	1.34%	Reduced -100.2k	-100,175 -15.2%
22	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	166,184	$29.4m1.21%	1.21%	Unchanged
23	ISHARES TR MSCI CHINA ETF MCHI	MCHI	560,714	$28.6m1.17%	1.17%	Unchanged
24	VISA INC COM CL A V	V	81,188	$27.9m1.14%	1.14%	Unchanged
25	SERVICENOW INC COM NOW	NOW	279,362	$27.7m1.14%	1.14%	Added +193.5k	+193,540 225.5%
26	INVESCO EXCHANGE TRADED FD T S&P500 EQL IND RSPN	RSPN	430,937	$27.6m1.13%	1.13%	Unchanged
27	CLOUDFLARE INC CL A COM NET	NET	107,866	$26.5m1.09%	1.09%	New
28	ISHARES TR US HOME CONS ETF ITB	ITB	243,671	$25.5m1.05%	1.05%	New
29	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	48,431	$25.4m1.04%	1.04%	Unchanged
30	ONDAS INC COM NEW ONDS	ONDS	2,999,540	$24.7m1.01%	1.01%	Added +1.2m	+1,159,798 63.0%
31	BROADCOM INC COM AVGO	AVGO	64,853	$24.5m1.01%	1.01%	Reduced -11.1k	-11,077 -14.6%
32	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	177,688	$23.7m0.97%	0.97%	Unchanged
33	COSTCO WHSL CORP NEW COM COST	COST	25,310	$23.7m0.97%	0.97%	Added +13.9k	+13,932 122.5%
34	ISHARES TR US BR DEL SE ETF IAI	IAI	130,297	$22.8m0.94%	0.94%	New
35	TESLA INC COM TSLA	TSLA	53,740	$22.6m0.93%	0.93%	New
36	VERTIV HOLDINGS CO COM CL A VRT	VRT	65,897	$22.1m0.91%	0.91%	Added +397	+397 0.6%
37	BWX TECHNOLOGIES INC COM BWXT	BWXT	113,102	$22.0m0.90%	0.90%	Added +40.0k	+39,967 54.6%
38	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	111,625	$21.5m0.88%	0.88%	Unchanged
39	KRANESHARES TRUST CSI CHI INTERNET KWEB	KWEB	873,364	$21.4m0.88%	0.88%	New
40	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	180,728	$21.2m0.87%	0.87%	Unchanged
41	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	74,625	$21.0m0.86%	0.86%	New
42	APOLLO GLOBAL MGMT INC COM APO	APO	174,471	$20.6m0.85%	0.85%	Unchanged
43	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	592,275	$20.4m0.84%	0.84%	New
44	SPDR SER TR S&P CAP MKTS KCE	KCE	138,163	$20.3m0.84%	0.84%	Unchanged
45	KKR & CO INC COM KKR	KKR	221,259	$20.3m0.83%	0.83%	Unchanged
46	NICE LTD SPONSORED ADR NICE	NICE	219,562	$19.9m0.82%	0.82%	New
47	MASTERCARD INCORPORATED CL A MA	MA	38,695	$19.9m0.82%	0.82%	Unchanged
48	NEXTERA ENERGY INC COM NEE	NEE	219,559	$19.3m0.79%	0.79%	Added +117.4k	+117,440 115.0%
49	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	678,413	$18.8m0.77%	0.77%	Unchanged
50	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	175,090	$18.8m0.77%	0.77%	Reduced -283.8k	-283,837 -61.9%
51	SPDR SER TR S&P HOMEBUILD XHB	XHB	157,385	$18.2m0.75%	0.75%	Added +54.0k	+53,989 52.2%
52	ELI LILLY & CO COM LLY	LLY	14,386	$17.3m0.71%	0.71%	New
53	UBER TECHNOLOGIES INC COM UBER	UBER	234,453	$16.9m0.69%	0.69%	Unchanged
54	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	75,500	$16.7m0.69%	0.69%	New
55	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	354,912	$16.1m0.66%	0.66%	Unchanged
56	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	126,960	$14.8m0.61%	0.61%	New
57	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	245,627	$14.7m0.60%	0.60%	New
58	WALMART INC COM WMT	WMT	128,052	$14.5m0.60%	0.60%	New
59	TEMA ETF TRUST SPACE INNOV ETF NASA	NASA	473,480	$14.4m0.59%	0.59%	New
60	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	303,152	$13.3m0.55%	0.55%	Unchanged
61	NETFLIX INC COM NFLX	NFLX	181,004	$12.9m0.53%	0.53%	Unchanged
62	MODINE MFG CO COM MOD	MOD	42,179	$11.3m0.46%	0.46%	New
63	OKTA INC CL A OKTA	OKTA	74,851	$10.2m0.42%	0.42%	New
64	D-WAVE QUANTUM INC COM QBTS	QBTS	382,528	$9.2m0.38%	0.38%	Reduced -398.7k	-398,667 -51.0%
65	ALPHABET INC CAP STK CL A GOOGL	GOOGL	21,447	$7.7m0.31%	0.31%	Unchanged
66	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	104,763	$5.2m0.21%	0.21%	Reduced -158.5k	-158,490 -60.2%
67	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	14,466	$3.1m0.13%	0.13%	Unchanged
68	ODYSIGHT AI INC COM NEW ODYS	ODYS	624,737	$2.6m0.11%	0.11%	Unchanged
69	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	23,945	$2.2m0.09%	0.09%	Unchanged
70	ISHARES TR MSCI INDIA ETF INDA	INDA	35,117	$1.7m0.07%	0.07%	Unchanged
71	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	6,090	$794.1k0.03%	0.03%	New
72	ISHARES TR U.S. MED DVC ETF IHI	IHI	5,405	$267.1k0.01%	0.01%	New
73	SENTINELONE INC CL A S	S	12,925	$219.3k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ICL GROUP LTD ICL	ICL	6,535,590	$33.4m6.5m shares
CELLEBRITE DI LTD CLBT	CLBT	1,454,908	$20.0m1.5m shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	37,350	$18.1m37.4k shares
NOVA LTD NVMI	NVMI	39,558	$17.2m39.6k shares
CHECK POINT SOFTWARE TECH LT CHKP	CHKP	86,599	$12.4m86.6k shares
EATON CORP PLC ETN	ETN	33,833	$12.1m33.8k shares
APPLE INC AAPL	AAPL	42,990	$10.9m43.0k shares
BLACKSTONE INC BX	BX	87,585	$10.1m87.6k 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
ODYSIGHT AI INC ODYS · 13G · filed 2026-08-31	ODYS	9.9%≈ $7.6m	+4.8 pts	13G	2026-08-31
TAT TECHNOLOGIES LTD TATT · 13G · filed 2026-09-02	TATT	6.2%≈ $39.1m	new	13G	2026-09-02