|
Q2 2025
|
12 |
541,928 |
MSFT, TSM, META, NVMI
|
13F-HR
|
8/14/2025 |
000117891325002909 |
|
Q1 2025
|
15 |
436,213 |
TSM, MSFT, WIX, META
|
13F-HR
|
5/13/2025 |
000117891325001745 |
|
Q4 2024
|
16 |
508 |
MSFT, TSM, TEVA, WIX
|
13F-HR
|
2/14/2025 |
000117891325000485 |
|
Q3 2024
|
18 |
457,715 |
TSM, MSFT, MNDY, WIX
|
13F-HR
|
11/14/2024 |
000117891324003690 |
|
Q2 2024
|
15 |
362,366 |
TSM, MSFT, GOOG, AMZN
|
13F-HR
|
8/14/2024 |
000117891324002582 |
|
Q1 2024
|
22 |
372,084 |
MSFT, GOOG, META, MNDY
|
13F-HR
|
5/15/2024 |
000117891324001715 |
|
Q4 2023
|
31 |
379,062 |
MSFT, MNDY, PANW, META
|
RESTATEMENT
|
2/15/2024 |
000117891324000614 |
|
Q3 2023
|
28 |
329,612 |
MSFT, MNDY, PANW, META
|
13F-HR
|
11/14/2023 |
000117891323003651 |
|
Q2 2023
|
34 |
292,379 |
MSFT, MNDY, PANW, AAPL
|
13F-HR
|
8/14/2023 |
000117891323002854 |
|
Q1 2023
|
22 |
229,695 |
MSFT, MNDY, SQSP, PANW
|
13F-HR
|
5/15/2023 |
000117891323001876 |
|
Q4 2022
|
27 |
261,530 |
SEDG, INMD, AAPL, MNDY
|
13F-HR
|
2/14/2023 |
000117891323000568 |
|
Q3 2022
|
48 |
411,293 |
INMD, AAPL, MSFT, ENPH
|
RESTATEMENT
|
12/27/2022 |
000117891322004419 |
|
Q2 2022
|
48 |
435,487 |
SEDG, KWEB, ENPH, INMD
|
13F-HR
|
8/12/2022 |
000117891322003068 |
|
Q1 2022
|
42 |
328,658 |
SEDG, KWEB, MNDY, MSFT
|
13F-HR
|
5/13/2022 |
000117891322001943 |
|
Q4 2021
|
45 |
406,521 |
HAYW, SEDG, TTWO, AMAT
|
13F-HR
|
2/14/2022 |
000117891322000594 |
|
Q3 2021
|
46 |
425,261 |
HAYW, AMAT, ONTO, KRNT
|
13F-HR
|
11/12/2021 |
000117891321003497 |
|
Q2 2021
|
35 |
401,458 |
ONTO, HAYW, MU, KRNT
|
13F-HR
|
8/12/2021 |
000117891321002680 |
|
Q1 2021
|
33 |
306,689 |
ONTO, MU, WIX, TSM
|
13F-HR
|
5/12/2021 |
000117891321001703 |
|
Q4 2020
|
27 |
242,812 |
WIX COM LTD, ONTO, INMD, KRNT
|
13F-HR
|
2/12/2021 |
000117891321000499 |
|
Q3 2020
|
22 |
150,763 |
FVRR, SEDG, WIX COM LTD, CEVA
|
13F-HR
|
11/13/2020 |
000117891320003151 |
|
Q2 2020
|
16 |
139,845 |
TEVA, SEDG, WIX COM LTD, CEVA
|
13F-HR
|
8/14/2020 |
000117891320002427 |
|
Q1 2020
|
14 |
55,988 |
TEVA, SEDG, MSFT, RADA ELECTR INDS LTD
|
RESTATEMENT
|
5/27/2020 |
000117891320001615 |
|
Q4 2019
|
58 |
89,105 |
SEDG, FVRR, MSFT, AAPL
|
13F-HR
|
2/18/2020 |
000117891320000476 |
|
Q3 2019
|
38 |
95,070 |
SEDG, ACWI, DK, EFV
|
13F-HR
|
11/14/2019 |
000117891319002722 |
|
Q2 2019
|
81 |
81,584 |
SEDG, DK, MSG NETWORKS INC, AAPL
|
13F-HR
|
8/15/2019 |
000117891319002207 |
|
Q1 2019
|
71 |
95,924 |
SEDG, TEVA, DK, MYL
|
13F-HR
|
5/13/2019 |
000117891319001398 |
|
Q4 2018
|
57 |
119,376 |
TEVA, ITRN, CSTE, MELLANOX TECHNOLOGIES LTD
|
13F-HR
|
2/13/2019 |
000117891319000418 |