Noked Israel Ltd — 13F holdings

Noked Israel Ltd reported 11 holdings worth $970M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $394M (40.7%)
2. GOOG ALPHABET INC — $244M (25.2%)
3. AMZN AMAZON COM INC — $120M (12.4%)
4. SOXX ISHARES TR — $112M (11.6%)
5. NVMI NOVA LTD — $79.5M (8.2%)
6. GOOGL ALPHABET INC — $7.50M (0.8%)
7. QQQ Invesco Qqq Tr — $5.11M (0.5%)
8. SPY SPDR S&P 500 ETF TR — $3.58M (0.4%)
9. MSFT MICROSOFT CORP — $2.44M (0.3%)
10. ODYS ODYSIGHT AI INC — $836K (0.1%)