Yelin Lapidot Holdings Management Ltd.

Est. AUM

$401.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ZIM INTEGRATED SHIPPING SERV	SHS	$86.1M	3268773	21.48%	DFND
2	ALPHABET INC	CAP STK CL A	$21.8M	75708	5.43%	DFND
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$19.9M	30656	4.97%	DFND
4	META PLATFORMS INC	CL A	$18.1M	31600	4.51%	DFND
5	AMAZON COM INC	COM	$16.6M	79575	4.13%	DFND
6	MICROSOFT CORP	COM	$16.1M	43563	4.02%	DFND
7	GLOBAL E ONLINE LTD	SHS	$15.0M	486517	3.74%	DFND
8	SPDR SERIES TRUST	STATE STREET SPD	$13.4M	104532	3.33%	DFND
9	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$10.8M	56190	2.69%	DFND
10	TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$10.7M	354704	2.66%	DFND
11	INTERNATIONAL FLAVORS&FRAGRA	COM	$9.3M	128234	2.32%	DFND
12	ELBIT SYS LTD	ORD	$8.7M	10281	2.18%	DFND
13	ENLIGHT RENEWABLE ENERGY LTD	SHS	$8.3M	122283	2.08%	DFND
14	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.7M	251541	1.92%	DFND
15	GILAT SATELLITE NETWORKS LTD	SHS NEW	$7.0M	464000	1.74%	DFND
16	ISHARES TR	CORE S&P500 ETF	$6.8M	10486	1.71%	DFND
17	NOVA LTD	COM	$6.7M	15441	1.67%	DFND
18	PFIZER INC	COM	$6.0M	215000	1.51%	DFND
19	CAMTEK LTD	ORD	$5.4M	35577	1.34%	DFND
20	MEDIWOUND LTD	SHS NEW	$5.3M	328733	1.32%	DFND
21	MICRON TECHNOLOGY INC	COM	$5.2M	15285	1.29%	DFND
22	RADCOM LTD	SHS NEW	$4.9M	404595	1.23%	DFND
23	GSK PLC	SPONSORED ADR	$4.9M	88500	1.22%	DFND
24	ARISTA NETWORKS INC	COM SHS	$4.8M	38737	1.19%	DFND
25	ORMAT TECHNOLOGIES INC	COM	$4.6M	41020	1.14%	DFND
26	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.0M	30460	1.01%	DFND
27	SHARKNINJA INC	COM SHS	$3.5M	32650	0.86%	DFND
28	SELECT SECTOR SPDR TR	STATE STREET FIN	$3.4M	69530	0.86%	DFND
29	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	12500	0.79%	DFND
30	NVIDIA CORPORATION	COM	$3.2M	18066	0.79%	DFND
31	NICE LTD	SPONSORED ADR	$2.9M	26396	0.73%	DFND
32	ICL GROUP LTD	SHS	$2.8M	537457	0.69%	DFND
33	MARVELL TECHNOLOGY INC	COM	$2.5M	24824	0.61%	DFND
34	INVESCO QQQ TR	UNIT SER 1	$2.4M	4238	0.61%	DFND
35	SYNDAX PHARMACEUTICALS INC	COM	$2.2M	96297	0.56%	DFND
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	4450	0.53%	DFND
37	ZOOM COMMUNICATIONS INC	CL A	$2.1M	25900	0.52%	DFND
38	ELLOMAY CAPITAL LIMITED	SHS	$2.0M	83300	0.50%	DFND
39	ELTEK LTD	SHS	$2.0M	252682	0.50%	DFND
40	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.9M	18850	0.47%	DFND
41	PERRIGO CO PLC	SHS	$1.8M	170000	0.46%	DFND
42	CHECK POINT SOFTWARE TECH LT	ORD	$1.8M	12713	0.45%	DFND
43	VANGUARD INDEX FDS	GROWTH ETF	$1.7M	3835	0.42%	DFND
44	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.7M	57120	0.41%	DFND
45	SILICOM LTD	ORD	$1.6M	73765	0.39%	DFND
46	ALLOT LTD	SHS	$1.5M	225943	0.38%	DFND
47	KORNIT DIGITAL LTD	SHS	$1.5M	101777	0.37%	DFND
48	INMODE LTD	SHS	$1.5M	107397	0.37%	DFND
49	ODYSIGHT AI INC	COM NEW	$1.5M	210111	0.36%	DFND
50	SOL-GEL TECHNOLOGIES LTD	SHS NEW	$1.4M	17753	0.35%	DFND

1–50 of 83

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.